Lead CPA – Bill Pay & Tax Practice

Hippocratic AI

Lead CPA establishing and managing bill pay and tax services for physician families. Collaborating with team leaders to develop frameworks and processes for the practice.

Posted 5/27/2026full-timeRemote • California • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Provide bill pay services for elders and high-net-worth client families
Prepare straightforward personal tax returns, primarily for W-2 households
Shape how the practice grows, including how we manage the natural seasonality of tax work
Collaborate with other team leaders to design repeatable systems that fit within our existing framework.

Requirements

What you’ll need

Licensed CPA in good standing
Meaningful experience in tax preparation, with some exposure to bookkeeping
Drawn to the idea of designing a practice rather than inheriting one
A clear, warm communicator who genuinely enjoys client relationships
Comfortable working remotely and collaborating across time zones
Interested in the physician niche, or excited to learn it deeply

Benefits

Comp & perks

Compensation is negotiable and tailored to the right person.
Open to W-2 with bonus or 1099, depending on what fits your situation and goals.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax preparationbookkeeping

Soft Skills

clear communicationwarm communicationclient relationship managementcollaborationremote work

Certifications

Licensed CPA