Job Description
Dahl Law Group is a boutique law firm providing elite-level Tax Strategy, Asset Protection, Business Law, and Estate Planning services to business owners and real estate investors. Clients are smart, growth-minded, and rely on us not just to stay compliant, but to lead them to proactive, tax-saving solutions that build long-term wealth.
We’re now expanding our Tax Preparation & Filing services and looking for a licensed CPA or Enrolled Agent to join our team and help build out this new offering from the ground up.
What makes this role unique:
• No brutal tax seasons. We take on a limited number of clients and meet with them throughout the year. No 200-return hamster wheel here.
• You’ll co-create the tax practice. You’ll collaborate on choosing the software stack, build workflows, and grow the team with us.
• Equity opportunity. For the right operational-minded candidate, this could include earning ownership in the tax preparation, filing, and strategy business operation.
• Appealing for a CPA or EA with a small book of business who’s tired of going it alone, and is ready to plug into something bigger.
• Long-term vision. There is much more to share about where this enterprise is headed for the right candidate with the mindset and drive to grow with us.
• Learn from a Tax Attorney with an LLM and CTC designation. We don’t just prepare returns — we implement real tax strategies (like cost segregation, entity stacking, and 280A planning) that others only talk about.
• Private office & flexible schedule. You’ll work hybrid/in-person in our Sacramento office, with autonomy and admin support.
Responsibilities:
• Preparing & reviewing ~20–30 returns for high-level clients
• Participating in quarterly Tax Strategy meetings with the Principal Attorney and clients (not just April rush)
• Conducting tax law research with review and approval from Principal Attorney when needed
• Helping choose and implement tax prep software
• Collaborating to build internal AI and automation workflows
• Laying the groundwork for a team you may eventually lead
• Admin support provided by the firm
• Opportunity to hire paraprofessional help as department grows
• Marketing is already handled — we have a consistent, overwhelming demand for services so no business development is required
Qualifications:
• A licensed CPA or EA in good standing (no disciplinary history)
• A client educator — you enjoy explaining tax returns and strategies in plain English
• Venture creator who is hungry — excited to build something operationally, not just punch a clock
• A systems thinker — you like efficiency and want to help create workflows that scale
• Comfortable with 1040, 1120, 1120S, and 1065 returns for clients with $250K–$5M in revenue (added plus if you're familiar with 1041 returns for probate/trust administration cases)
• Tech-forward - you’re excited by the use of AI tools (we already use AI for tax research and plan to expand into AI-driven tax prep workflows)
About Company:
Why join us?
Our culture is built on the pillars of collaboration, respect, and continual growth. Join us at Dahl Law Group and become part of something bigger – a community dedicated to excellence, growth, and making a positive impact on clients' lives and the community. Together, we'll shape the future of advisory practice and redefine what it means to be a trusted advisor in today's ever-evolving business landscape.
Benefits we offer:
Work-life balanceHealth, vision, and dental insurance401(k) company matching13 paid holidaysSick leaveVacation pay
Job Tags
Work at office, Flexible hours,
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