Job ID: 193870060

Job Summary
Years Experience
5 - 10 years
Job Description

Exemplar Companies is a holistically integrated knowledge firm combining the first non-billable-hour law firm in American history, with a Tax/CPA Firm, a business advisory firm, and a FINRA-Member Broker/Dealer/Investment Bank.   We are a Benefit Corporation, have a quad-bottom-line values system (Social, Environmental, Financial, Spiritual), practice value-based pricing, and serve exclusively Revolutionaries, Game-Changers and Impact Businesses nationally.  

The Exemplar Business team is growing and we are seeking an enthusiastic and talented lead CPA experienced in tax preparation, who is values-aligned, loves serving the customers we serve, enjoys working as a team, is positive, and growth oriented. 

Our perfect candidate is a balanced and positive person with diverse interests, willing to leverage the experience of a team of like-minded professionals who deeply care about being accountable to providing the best client-service.

Location:  California (LA Ideal), but other markets are OK.  This role need not go to the office, although should be accessible for customer meetings, team meetings, and team building.



Technically, Ideal candidates should satisfy the following requirements:

  • Broad experience in tax corporate compliance and tax filling practices
  • Ability to prepare and review business tax returns including forms 1120, 1120S and 1065 (990 experience a plus)
  • Ability to prepare and review financial statements
  • Sufficient expertise to be able to help customers navigate IRS matters
  • Ability to provide Audit support
  • Experience acting as a controller
  • Experience with providing outstanding CFO support
  • No need to be an originator, but coming with a book of business is a plus
  • Ability to mind the customer, advise, guide, plan ahead, and help them anticipate and budget for needs.
  • Experience making a value proposition to customers, getting buy-in, agreement on strategy, before proceeding with work.



On the human side, the following best describes you:

  • I have an entrepreneurial mindset and a strong business sense (have worked in a real business).
  • I enjoy consulting work, have excellent business judgment, and the ability to think strategically and to give practical advice.
  • Great communication and problem-solving skills, champion at brainstorming ideas and at minding the customers. 
  • Ability to give not just financial advice, but business advice and life insights from years of experience.   
  • Ability to interface effectively with all levels of an organization and to gain the trust and confidence of others.
  • Ability to work well both independently and as part of a highly collaborative team, in a fast-paced environment.
  • Strong work ethic and ability to make decisions, multi-task, prioritize and follow through on numerous projects simultaneously.


Licensed as a Certified Public Accountant

Financial forecasting skill set

In-depth knowledge of tax laws and regulations

Expert with IRS matter

Bachelor’s in accounting required

7+ years of corporate accounting experience


Why join Exemplar companies?

With a mindset of doing what it takes to build authentic relationships, Exemplar revolutionizes the legal industry and guarantees:

  • the inspiring opportunity to service hand-picked innovative industries;
  • a unique organizational culture where work-life balance and teamwork are worshiped;
  • absolutely no timesheets;
  • a rewarding value-based compensation structure that provides you with the economic power to truly and holistically care for your customers;
  • team support from forward-thinking professionals who are networked, innovative and socially savvy.


Application requirements:

Application requirements:

To join our disruptive holistic knowledge firm, your application MUST include 2 documents.

1- Your resume, naturally, AND:

2- An Introductive Power letter – hint: we are expecting a unique cover letter. Please submit a few well articulated paragraphs providing us with a full picture of who you are as a Human and explaining WHY you wish to join Exemplar. In this letter, we would love if you would share:


  • How do you define your purpose, i.e. personal and professional goals?
  • How does our quadruple bottom line resonate with you?
  • What are your hobbies and passions?
  • What is your superpower/ unique contribution to Exemplar?
  • What’s your vision of a perfect day?


Tell us your hope for our interaction, and for this we will promise a prompt and thoughtful reply.

 [Exemplar Companies is an equal opportunity employer. We believe that everyone should receive equal consideration and treatment. Recruitment, hiring, placements, transfers, and promotions will happen based on qualifications for the positions being filled regardless of sex, gender identity, race, religious creed, color, national origin ancestry, age, physical disability, pregnancy, mental disability, or medical condition.]

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