We are a CPA firm with a focus on helping small business owners KEEP as much of what they MAKE as possible. We do that through proactive tax planning and financial analysis in our fractional CFO services.

For our team members, we constantly strive to create a culture where we work together, are positive and encouraging, and are not just chained to the desk but instead of long, grinding hours actually getting to spend time with family or personal pursuits.

We live and breath our core values in all we do:

Integrity: We do what’s right over what is easy

Ownership: We take initiative and accept responsibility

Humility: We stay humble and open-minded to new ideas

Teamwork: We value people over numbers and believe we can go farther by working together

Positivity: We face challenges with optimism

Excellence: We go above and beyond in all we do

Growth: We push the limits of our abilities and strive to be better every day

Awesomeness: We create fun and a little weirdness

Industry: Accounting
Company Size: 11-50 employees

TRM CPA

Savvy Admin PROD

TRM CPA has earned the distinction of being ranked 10th in 2025 Accounting Today’s Best Accounting Firms to Work For and ranked 1st in 2026 America’s Best Workplaces!

**Job description **

Are you a detail-oriented accountant who loves keeping the books clean and the numbers right? Do you want to be part of a team that genuinely cares about the clients you serve? If so, we at TRM CPA would love to chat with you about our Staff Accountant role! This is an excellent opportunity for an early-career accounting professional looking to build a strong foundation in general ledger accounting, financial analysis, and client accounting services within a collaborative CPA firm environment.

**Responsibilities **

• Perform monthly client accounting duties for clients in the $250K-$5M annual gross revenue range including bank, credit card, and balance sheet account reconciliations

• Prepare monthly, quarterly, and annual financial statements for these clients

• Work closely with tax professionals by gathering and organizing financial documents and year-end data

• Support senior team members with other accounting and reporting tasks such as payroll, 1099 processing, and other similar duties

**Requirements **

• 2+ years minimum client accounting experience, ideally working with business clients in a varying range of industry types. CPA firm environment preferred.

• Expertise in QuickBooks Online (QBO)

• Experience with payroll processing within different payroll platforms, and understanding how to make QBO tie to the payroll tax returns

• Proficiency in working with Microsoft Excel

• Ability and willingness to be client-facing for information gathering and answering clients’ questions

• Maintain confidentiality and demonstrate a high level of professionalism in all communications

• The strength and determination to work in a fast-paced, high-growth environment

• A servant’s heart and positive attitude for helping business owners understand the financial side of their businesses

• Strong attention to detail and organizational skills

• Experience with Zoom, Slack, ShareFile, Outlook, and Karbon is a plus

• Converting clients to QBO from QB Desktop and other accounting platforms is a plus

At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):· **Integrity ** – We do what’s right over what is easy

· **Ownership ** – We take initiative and accept responsibility

· **Humility ** – We stay humble and open-minded to new ideas

· **Teamwork ** – We value people over numbers and believe we can go farther by working together

· **Positivity ** – We face challenges with optimism

·**Excellence ** – We go above and beyond in all we do

· **Growth ** – We push the limits of our abilities and strive to be better every day

· **Awesomeness ** – We create fun and a little weirdness

**Benefits: **

• Health insurance

• Dental insurance

• Vision insurance

• Life insurance

• Paid time off

• Work from home

• Regular team events at travel destinations

**Job Type: ** Full-time

**Salary: ** $58,000 - $65,000 per year

**Supplemental pay types: **

• Bonus pay quarterly

**Schedule: **

• 8-hour shift

• Monday to Friday

**Work Location: ** Remote, US

Staff Accountant

**Who We Are **

TRM CPA is a fast-growing CPA firm based in Jupiter, FL. We are not a typical accounting firm. We move fast, invest seriously in growth, and hold ourselves to the same performance standards we bring to our clients.

We're bringing media buying in-house because we're ready to go all in. This isn't a role where you'll babysit a legacy agency relationship. You'll own the strategy, have real budget authority, and work directly with firm leadership. If you've ever been frustrated by layers of approval or campaigns that sat static for weeks, that won't be your life here.

We work hard, have high expectations, and genuinely enjoy working together including regular team events at travel destinations. Culture is not a bullet point for us. It is how we decide who belongs in the room.

**The Role **

You will own all paid media for TRM CPA, with Meta as your primary channel and Google Ads as a secondary focus. This is a high-ownership role where you'll build the strategy, run the campaigns, analyze the data, and report directly to firm leadership with clear performance accountability.

This role is best suited for someone who is a builder rather than a maintainer. We are looking for someone who is energized by testing new ideas, exploring untapped opportunities, and building a scalable paid acquisition engine rather than simply following a templated playbook

**What You'll Own **

- Build, manage, and optimize paid campaigns on Meta (Facebook and Instagram) as the primary channel, with Google Ads as a secondary focus, driving qualified lead generation and client acquisition for the firm.

- Own budget allocation across channels, currently $50K–$150K/month, with room to scale.

- Develop and continuously test creative concepts, audiences, copy angles, and campaign structures to improve performance and return on ad spending.

- Analyze campaign performance with rigor and communicate results, insights, and recommendations clearly to leadership.

- Stay ahead of Meta platform changes, algorithm shifts, and emerging ad formats while proactively bringing new ideas and opportunities to the team.

- Collaborate with marketing and leadership to align paid strategy with firm-wide growth goals.

**What We're Looking For **

We'd rather have one exceptional person than a committee. Here's what that looks like:

**Must-Haves **

- 5+ years managing paid media campaigns with real budget accountability ($50K+/month minimum).

- Deep, proven expertise in Meta Ads with a strong understanding of how to build, test, and scale lead generation campaigns.

- Demonstrated ability to build and scale lead generation campaigns from scratch, not just optimize inherited accounts.

- Highly analytical and comfortable using performance data to guide decisions and improve results.

- Strong independent judgment and the ability to build a strategy, defend it, and adjust it as performance data evolves.

- Excellent communication skills and the ability to clearly explain campaign performance and insights to leadership.

**Strong Advantages **

- Hands-on HubSpot experience

- Experience running paid campaigns for professional or financial services firms

- You've worked at a small company before and know how to thrive without bureaucracy

**Honestly, Not a Fit If... **

- You need a large team around you to execute campaigns

- You're primarily a strategist who hands off execution

- You'd describe your Meta experience as 'mostly boosted posts'

**Compensation & Benefits **

We believe strong performance should be rewarded and we are prepared to compensate the right candidate accordingly.

- Base Salary:**$100,000 – $110,000 depending on experience **

- Quarterly Performance Bonuses:**Tied to clearly defined KPIs **

- Additional bonuses:**Tied to advertising performance and firm growth **

- Health, Dental, Vision, and Life Insurance

- Paid Time Off

- Regular team events at travel destinations

**How We Work **

- Hybrid schedule, Jupiter, FL — we value in-person collaboration and flexibility in equal measure

- Monday–Friday, standard business hours with autonomy over your workflow

- Direct access to firm leadership — no layers, no politics

- A team that will challenge you and back you simultaneously

**To Apply **

~~Send us your resume and a brief note (2–3 sentences, not a cover letter) answering: What's one Meta campaign result you're most proud of, and why? We read everything. ~~

Media Buyer

**Who We Are **

TRM CPA is a fast-growing CPA firm based in Jupiter, FL. We are not a typical accounting firm. We move fast, invest seriously in growth, and hold ourselves to the same performance standards we bring to our clients.

We're bringing media buying in-house because we're ready to go all in. This isn't a role where you'll babysit a legacy agency relationship. You'll own the strategy, have real budget authority, and work directly with firm leadership. If you've ever been frustrated by layers of approval or campaigns that sat static for weeks, that won't be your life here.

We work hard, have high expectations, and genuinely enjoy working together including regular team events at travel destinations. Culture is not a bullet point for us. It is how we decide who belongs in the room.

**The Role **

You will own all paid media for TRM CPA, with Meta as your primary channel and Google Ads as a secondary focus. This is a high-ownership role where you'll build the strategy, run the campaigns, analyze the data, and report directly to firm leadership with clear performance accountability.

This role is best suited for someone who is a builder rather than a maintainer. We are looking for someone who is energized by testing new ideas, exploring untapped opportunities, and building a scalable paid acquisition engine rather than simply following a templated playbook

**What You'll Own **

- Build, manage, and optimize paid campaigns on Meta (Facebook and Instagram) as the primary channel, with Google Ads as a secondary focus, driving qualified lead generation and client acquisition for the firm.

- Own budget allocation across channels, currently $50K–$150K/month, with room to scale.

- Develop and continuously test creative concepts, audiences, copy angles, and campaign structures to improve performance and return on ad spending.

- Analyze campaign performance with rigor and communicate results, insights, and recommendations clearly to leadership.

- Stay ahead of Meta platform changes, algorithm shifts, and emerging ad formats while proactively bringing new ideas and opportunities to the team.

- Collaborate with marketing and leadership to align paid strategy with firm-wide growth goals.

**What We're Looking For **

We'd rather have one exceptional person than a committee. Here's what that looks like:

**Must-Haves **

- 5+ years managing paid media campaigns with real budget accountability ($50K+/month minimum).

- Deep, proven expertise in Meta Ads with a strong understanding of how to build, test, and scale lead generation campaigns.

- Demonstrated ability to build and scale lead generation campaigns from scratch, not just optimize inherited accounts.

- Highly analytical and comfortable using performance data to guide decisions and improve results.

- Strong independent judgment and the ability to build a strategy, defend it, and adjust it as performance data evolves.

- Excellent communication skills and the ability to clearly explain campaign performance and insights to leadership.

**Strong Advantages **

- Hands-on Google Ads experience — search, display, or both

- Experience running paid campaigns for professional or financial services firms

- You've worked at a small company before and know how to thrive without bureaucracy

**Honestly, Not a Fit If... **

- You need a large team around you to execute campaigns

- You're primarily a strategist who hands off execution

- You'd describe your Meta experience as 'mostly boosted posts'

**Compensation & Benefits **

We believe strong performance should be rewarded and we are prepared to compensate the right candidate accordingly.

- Base Salary:**$100,000 – $110,000 depending on experience **

- Quarterly Performance Bonuses:**Tied to clearly defined KPIs **

- Additional bonuses:**Tied to advertising performance and firm growth **

- Health, Dental, Vision, and Life Insurance

- Paid Time Off

- Regular team events at travel destinations

**How We Work **

- Hybrid schedule, Jupiter, FL — we value in-person collaboration and flexibility in equal measure

- Monday–Friday, standard business hours with autonomy over your workflow

- Direct access to firm leadership — no layers, no politics

- A team that will challenge you and back you simultaneously

**To Apply **

~~Send us your resume and a brief note (2–3 sentences, not a cover letter) answering: What's one Meta campaign result you're most proud of, and why? We read everything. ~~

TRM CPA has earned the distinction of being ranked **10th ** in **2025 Accounting Today's Best Accounting Firms to Work For ** and ranked**1st **in**2025 America's Best Workplaces! **

**Job description **

Are you a tax accountant who loves helping clients beat the IRS and win the tax game through tax planning? **Are you tired of working for a firm that grinds hours out of you and measures you more by time at your desk than how well you serve your clients? **

Do you want to work with a **really awesome team ** in a fully remote and collaborative environment? Do you enjoy leading people and **delivering outstanding service for great clients **?

If you said yes to all those questions and want to work for a firm where there are incredible opportunities for advancement and to grow your skills while actually having a life outside of work, then we at TRM CPA would love to chat with you about our Tax Manager role!

**Responsibilities **

- Manage team of accountants to oversee tax work is completed and ensure clients are taken care of

- Manage a group of client relationships by responding to their questions, meeting with them for tax planning throughout the year, and helping them with other accounting/advisory needs

- Tax return preparation for more complicated returns

- Review tax returns prepared by staff and senior level associates

- Prepare tax plan documents and use tax planning software to identify most ideal tax planning strategies

- Deliver tax plans for our clients throughout the year

**Requirements **

- Bachelor's Degree in Accounting, 5+ years of tax experience working with small business owners

- CPA or Enrolled Agent license required

- A servant’s heart and positive attitude for helping business owners understand the tax side of their businesses

- The ability to work in a fast-paced, high growth environment

- The desire to work with an outstanding team

**At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!): **

· Integrity: We do what’s right over what is easy.

· Ownership: We take initiative and accept responsibility

· Humility: We stay humble and open-minded to new ideas

· Teamwork: We value people over numbers and believe we can go farther by working together

· Positivity: We face challenges with optimism

· Excellence: We go above and beyond in all we do

· Growth: We push the limits of our abilities and strive to be better every day

· Awesomeness: We create fun and a little weirdness

Job Type: Full-time

Benefits:

- Health insurance

- Life insurance

- Paid time off

- Regular team events at travel destinations

- Work from home

- 401 k (3% match)

- Bonus

Experience level:

- 5 years

Schedule:

- 8 hour shift

- Monday to Friday

License/Certification:

- CPA or EA license (Required)

Work Location: Remote

Tax Manager

TRM CPA has earned the distinction of being ranked **10th ** in **2025 Accounting Today's Best Accounting Firms to Work For ** and ranked**1st **in**2026 America's Best Workplaces! **

**Job description **

Are you a Tax Accountant who loves helping clients save money? Do you enjoy preparing returns but also wish you had a bit more client interaction? Are you a growth-minded individual who wants to work for a firm where there is incredible opportunities for advancement and to grow your skills? If so, we at TRM CPA would love to chat with you about our Senior Tax Accountant role!

**Responsibilities **

- Manage a group of client relationships by responding to their questions, meeting with them throughout the year, and helping them with tax planning and other accounting/advisory needs

- Tax return preparation for some simple and some more complicated returns

- Initial review support on simple tax returns prepared by staff level team members

- Prepare tax plan documents and use tax planning software to identify most ideal tax planning strategies, for Tax Manager to deliver tax plans

**Requirements **

- Bachelor's Degree in Accounting, 4+ years of tax experience working with small business owners

- A servant’s heart and positive attitude for helping business owners understand the tax side of their businesses

- The ability to work in a fast-paced, high growth environment

- The desire to work with an outstanding team

**At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!): **

· Integrity: We do what’s right over what is easy.

· Ownership: We take initiative and accept responsibility

· Humility: We stay humble and open-minded to new ideas

· Teamwork: We value people over numbers and believe we can go farther by working together

· Positivity: We face challenges with optimism

· Excellence: We go above and beyond in all we do

· Growth: We push the limits of our abilities and strive to be better every day

· Awesomeness: We create fun and a little weirdness

Job Type: Full-time

Benefits:

- Health insurance

- Life insurance

- Paid time off

- Regular team events at travel destinations

Job Type: Full-time

Benefits:

- Dental insurance

- Health insurance

- Paid time off

- Vision insurance

- Work from home

Compensation:

- $85,000 - $90,000 + Bonus

Schedule:

- 8 hour shift

- Monday to Friday

Supplemental pay types:

- Bonus pay

Experience:

- Tax experience: 4 years (Preferred)

Work Location: Remote

Senior Tax Accountant

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