Mid Level CPA Jobs
Mid level cpa jobs go to accountants ready to own client engagements, lead complex reconciliations, and guide junior staff with limited oversight. Roles run across Staffing & Recruiting, Education, and Accounting & Auditing, with a mix of on-site, remote, and hybrid settings, and employers like RÖDL USA, Jobot, and UWorld hiring at this level now.
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Certified Public Accountant (CPA)
Location: Franklin, TN
Employment Type: Full-Time
Starting Income: $150,000+
ABOUT THE OPPORTUNITY
An established wealth management and financial advisory firm in Franklin, Tennessee, is seeking an experienced Certified Public Accountant (CPA) to lead tax planning services for its growing client base. The firm manages significant client assets and provides comprehensive retirement planning, investment management, and insurance solutions. This opportunity is ideal for an experienced CPA who wants to move beyond traditional tax compliance and focus on proactive, year-round tax planning and advisory services. The position offers an established client base with a steady flow of work from day one, along with the opportunity to grow your own practice and bring existing clients.
THE OPPORTUNITY
The selected CPA will lead tax planning initiatives and work closely with financial advisors to integrate tax strategies into clients' overall financial plans. This role is ideal for a CPA seeking the stability of an established firm while maintaining the entrepreneurial opportunity to build and expand their own client portfolio.
KEY RESPONSIBILITIES
- Provide proactive, year-round tax planning for retirees, pre-retirees, young professionals, and business owners.
- Prepare and review individual, trust, and business tax returns.
- Partner with financial advisors on tax-efficient strategies, including Roth conversions, retirement income sequencing, charitable giving, capital gains management, and equity compensation.
- Advise business owners on entity structure, retirement plan design, compensation, succession planning, and exit strategies.
- Participate in client meetings and clearly explain tax implications and recommendations.
- Coordinate with estate planning attorneys and other professionals to ensure clients' financial and tax plans remain aligned.
- Stay current on tax law changes and communicate relevant updates to the team.
- Develop and grow an individual client base, including maintaining and transferring existing client relationships.
REQUIRED QUALIFICATIONS
- Active CPA license in good standing (Tennessee license or ability to obtain one).
- 5+ years of experience in public accounting, tax planning, or a related field.
- Strong working knowledge of individual and small-business taxation.
- Ability to communicate complex tax concepts clearly and effectively to clients.
- Collaborative, client-focused mindset with a strong commitment to professional integrity.
PREFERRED QUALIFICATIONS
- Existing client base or book of business.
- Experience working alongside financial advisors or within a wealth management firm.
- Experience with retirement income planning, business-owner taxation, or high-net-worth tax planning.
- Additional credentials such as PFS, CFP®, or EA.
BENEFITS AND PERKS
- Health, dental, and vision insurance.
- 401(k) retirement plan with employer match.
- Generous paid time off and paid holidays.
- CPA license renewal, continuing professional education (CPE), and professional dues covered.
- Professional tax software and research tools provided.
- Administrative and operational support.
- Marketing support and client introductions through financial advisors.
HOW TO APPLY
Interested candidates are encouraged to share their updated resume along with a brief overview of their tax planning experience and current client portfolio.
Contact: Kevin – Global Talent Partner
Email: kevin@teksky.com
Phone: 262-799-5946
Certified Public Accountant (CPA)
Location: Franklin, TN
Employment Type: Full-Time
Starting Income: $150,000+
ABOUT THE OPPORTUNITY
An established wealth management and financial advisory firm in Franklin, Tennessee, is seeking an experienced Certified Public Accountant (CPA) to lead tax planning services for its growing client base. The firm manages significant client assets and provides comprehensive retirement planning, investment management, and insurance solutions. This opportunity is ideal for an experienced CPA who wants to move beyond traditional tax compliance and focus on proactive, year-round tax planning and advisory services. The position offers an established client base with a steady flow of work from day one, along with the opportunity to grow your own practice and bring existing clients.
THE OPPORTUNITY
The selected CPA will lead tax planning initiatives and work closely with financial advisors to integrate tax strategies into clients' overall financial plans. This role is ideal for a CPA seeking the stability of an established firm while maintaining the entrepreneurial opportunity to build and expand their own client portfolio.
KEY RESPONSIBILITIES
- Provide proactive, year-round tax planning for retirees, pre-retirees, young professionals, and business owners.
- Prepare and review individual, trust, and business tax returns.
- Partner with financial advisors on tax-efficient strategies, including Roth conversions, retirement income sequencing, charitable giving, capital gains management, and equity compensation.
- Advise business owners on entity structure, retirement plan design, compensation, succession planning, and exit strategies.
- Participate in client meetings and clearly explain tax implications and recommendations.
- Coordinate with estate planning attorneys and other professionals to ensure clients' financial and tax plans remain aligned.
- Stay current on tax law changes and communicate relevant updates to the team.
- Develop and grow an individual client base, including maintaining and transferring existing client relationships.
REQUIRED QUALIFICATIONS
- Active CPA license in good standing (Tennessee license or ability to obtain one).
- 5+ years of experience in public accounting, tax planning, or a related field.
- Strong working knowledge of individual and small-business taxation.
- Ability to communicate complex tax concepts clearly and effectively to clients.
- Collaborative, client-focused mindset with a strong commitment to professional integrity.
PREFERRED QUALIFICATIONS
- Existing client base or book of business.
- Experience working alongside financial advisors or within a wealth management firm.
- Experience with retirement income planning, business-owner taxation, or high-net-worth tax planning.
- Additional credentials such as PFS, CFP®, or EA.
BENEFITS AND PERKS
- Health, dental, and vision insurance.
- 401(k) retirement plan with employer match.
- Generous paid time off and paid holidays.
- CPA license renewal, continuing professional education (CPE), and professional dues covered.
- Professional tax software and research tools provided.
- Administrative and operational support.
- Marketing support and client introductions through financial advisors.
HOW TO APPLY
Interested candidates are encouraged to share their updated resume along with a brief overview of their tax planning experience and current client portfolio.
Contact: Kevin – Global Talent Partner
Email: kevin@teksky.com
Phone: 262-799-5946
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Who's Hiring
Top Industries Hiring
- Staffing & Recruiting
- Education
- Accounting & Auditing
- Technology & Software
- Construction & Real Estate
Mid Level CPA Jobs: Frequently Asked Questions
How do I get a mid level cpa job?
Position your experience around ownership and outcomes, not just tasks completed. Highlight engagements you managed independently, complex returns or audits you led, and any junior staff you coached. Tailor your resume to show depth in a specialty such as tax, audit, or advisory rather than breadth across everything. Employers at this level want candidates who can operate with minimal supervision from day one.
Which companies hire mid level cpas?
Companies hiring mid level cpas right now include RÖDL USA, Jobot, and UWorld, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers regional public accounting firms, large corporations with internal finance teams, and specialized advisory practices that need accountants who can carry a client portfolio independently.
Are there remote mid level cpa jobs?
Yes, remote and hybrid roles are a meaningful share of the market. About 30% of mid level cpa openings are remote or hybrid as of November 2026, reflecting the strong adoption of distributed finance teams across industries. Tax and advisory roles tend to offer the most scheduling flexibility, while audit roles more often require some on-site presence.
How do I move up to a mid level cpa role?
The path from entry level to mid level cpa comes from deepening a specialty, not just logging time. Focus on taking ownership of discrete engagements, earning your CPA license if you haven't already, and building a record of measurable impact such as time saved, errors caught, or clients retained. Volunteering to mentor newer staff and leading small projects signals readiness for expanded responsibility to hiring managers.
Which industries hire the most mid level cpas?
Mid Level cpa roles concentrate in Staffing & Recruiting, Education, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors drive demand because they operate with complex revenue structures, regulatory reporting requirements, or high transaction volumes that require experienced accountants who can manage work independently rather than under constant supervision.