Passageway Financial Market Leader - Managing CPA (Tax, Advisory, Bookkeeping Oversight) Menomonee Falls, WI · Minneapolis, MN · Full time Company website

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Our Vision: Entrepreneurs are empowered to lead a profitable business & Mission: To guide clients through the financial challenges of business ownership. Our Values are Respect: We embrace candor, honesty, feedback, and integrity | Partnership: We build relationships through trust, communication, and collaboration  | Knowledge:  We create access to information and learning opportunities  | Excellence: We hold ourselves accountable to our clients and each other

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.

We’re expanding in Milwaukee and Minneapolis, and we’re 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 Opportunity

This is a senior leadership role for a CPA who wants to:

• Step into a director-level position without needing to buy in as a partner
• Build and lead a regional office using the firm’s systems, marketing, and team support
• Provide advisory-driven guidance to business clients, not just tax work

You’ll begin with hands-on work while building the client base, and transition into leadership and review as your book grows.

Key Responsibilities

Leadership & Advisory

• Serve as the primary advisor for S-Corp, LLC, and small business clients
• Lead strategic tax planning, profitability guidance, and advisory meetings
• Review tax returns and financial reporting for accuracy and insight

Accounting Operations Oversight

• Ensure high-quality delivery of:
• Bookkeeping (QBO)
• Payroll (primarily Gusto)
• Sales tax filings (as applicable)
• Standardize processes and workflow improvements across the office

Team Building

• Start by providing hands-on delivery while building a client base
• Begin hiring and delegating at ~30 recurring clients
• Train and oversee onshore and offshore support staff

Business Development

• Convert inbound leads generated by the firm’s marketing
• Build local referral relationships with bankers, attorneys, and financial advisors
• Earn a higher revenue bonus for self-generated clients

Qualifications

• Active CPA license (WI, MN, or reciprocal) required
• 10–15+ years of public accounting experience, including tax review
• Strong technical expertise in small business tax (1120S, 1065, 1040 w/ Schedule C/K-1s)
• Experience overseeing bookkeeping and payroll workflows
• Proven leadership ability with a desire to build and mentor a team
• Enjoys advisory work and helping business owners grow
• Skilled with QuickBooks Online, Gusto, Drake Tax, and cloud systems

Compensation

• Base Salary: $135,000-$150,000
• Performance Incentives:
• Revenue Bonus
• 5% of new recurring revenue for 12 months on clients sourced through firm marketing
• 10% of new recurring revenue for 12 months on clients you source directly through networking
• Profit Bonus: 10% of gross profit from clients under your management
• Full Benefits Package:
• Health, Dental, Vision, & Life Insurance
• 401(k) with 5% employer match
• Paid Time Off (PTO) + Paid Holidays
• Flexible hybrid/remote environment
• Technology & professional development support

Why Passageway Financial

We’re 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 you’re ready to build and lead a market, we’d love to meet you.