Job Description

About Passageway Financial Passageway Financial helps small business owners walk the Path to Profitability combining bookkeeping, payroll, tax, and advisory to help business owners control cash flow, pay themselves first, and plan proactively for taxes.Were expanding in Milwaukee and Minneapolis, and were hiring a Market Leader Managing CPA to build and lead one of these regional offices. This is a unique opportunity for an experienced CPA who is ready to take ownership of a market, build a book of business, and grow a team.The OpportunityThis is a senior leadership role for a CPA who wants to:Step into a director-level position without needing to buy in as a partnerBuild and lead a regional office using the firms systems, marketing, and team supportProvide advisory-driven guidance to business clients, not just tax workYoull begin with hands-on work while building the client base, and transition into leadership and review as your book grows.Key ResponsibilitiesLeadership & AdvisoryServe as the primary advisor for S-Corp, LLC, and small business clientsLead strategic tax planning, profitability guidance, and advisory meetingsReview tax returns and financial reporting for accuracy and insightAccounting Operations OversightEnsure high-quality delivery of:Bookkeeping (QBO)Payroll (primarily Gusto)Sales tax filings (as applicable)Standardize processes and workflow improvements across the officeTeam BuildingStart by providing hands-on delivery while building a client baseBegin hiring and delegating at ~30 recurring clientsTrain and oversee onshore and offshore support staffBusiness DevelopmentConvert inbound leads generated by the firms marketingBuild local referral relationships with bankers, attorneys, and financial advisorsEarn a higher revenue bonus for self-generated clientsQualificationsActive CPA license (WI, MN, or reciprocal) required1015+ years of public accounting experience, including tax reviewStrong technical expertise in small business tax (1120S, 1065, 1040 w/ Schedule C/K-1s)Experience overseeing bookkeeping and payroll workflowsProven leadership ability with a desire to build and mentor a teamEnjoys advisory work and helping business owners growSkilled with QuickBooks Online, Gusto, Drake Tax, and cloud systemsCompensationBase Salary: $135,000-$150,000Performance Incentives:Revenue Bonus5% of new recurring revenue for 12 months on clients sourced through firm marketing10% of new recurring revenue for 12 months on clients you source directly through networkingProfit Bonus: 10% of gross profit from clients under your managementFull Benefits Package:Health, Dental, Vision, & Life Insurance401(k) with 5% employer matchPaid Time Off (PTO) + Paid HolidaysFlexible hybrid/remote environmentTechnology & professional development supportWhy Passageway FinancialWere building a firm that puts people before paperwork where clients feel cared for, team members feel supported, and growth is shared. Join a firm that values advisory relationships, efficient systems, and business owner impact over busywork.If youre ready to build and lead a market, wed love to meet you.
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