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Founding CPA - Tax & Accounting

Job Description - Founding CPA - Tax & Accounting

Why CORVIDA

CORVIDA is reimagining how affluent families manage their finances. We're building the modern alternative to a family office by delivering sophisticated financial management to HNW families through a combination of white-glove service coupled with AI-driven efficiency.

Backed by Fieldcrest Ventures, we are preparing to launch with 100 founding families in January 2026. This is your chance to be part of the founding team who will define not just a company, but an entirely new category of financial service.

The Role

As a CPA at CORVIDA, you will be the technical architect of financial success for high net worth families. This is not a traditional tax preparer role. This is an opportunity to deliver family office-quality service at revolutionary speed and scale through AI augmentation.

You will:

  • Manage comprehensive tax and accounting services for HNW families ($10M-$50M+ net worth each)
  • Partner with a dedicated Customer Success Manager to deliver seamless client experiences
  • Prepare and optimize complex returns across multiple states, entities, and trusts
  • Provide real-time tax planning and proactive optimization strategies
  • Assist in the development of new AI accounting systems by documenting your expertise and workflows
  • Provide an exceptional customer experience

This role is as much about reimagining service delivery as it is about technical tax expertise.

Why This Role Matters

  1. Client Impact – You'll transform how families experience financial services, delivering in hours what traditionally takes weeks.
  2. Industry Revolution – Your expertise will help us develop AI systems that redefine an entire industry by empowering CPAs to spend less time on administrative tasks and more time on their clients.
  3. Professional Growth – Manage more complex clients with better work-life balance than traditional firms ever allowed.

Join Us

CORVIDA is not hiring employees. We're assembling a team of builders — people who will own and shape the future of financial services.

If you're ready to deliver exceptional service at unprecedented scale and help define a new category of financial management, we'd love to talk.

Credentials & Expertise

  • CPA license (active) – required
  • At least 5 years experience specializing in tax services for high net worth individuals
  • Expertise in multi-state returns, complex entity structures (LLCs, S-corps, partnerships)
  • Experience with trust and estate taxation
  • Proficiency with professional tax software

Innovation Mindset

  • Excited about AI as a force multiplier, not a threat
  • Process-oriented thinker who can articulate workflows clearly
  • Comfortable moving at startup speed while maintaining accuracy
  • Builder mentality – eager to create new systems rather than follow old ones

Who You Are

This role is ideal for a talented CPA who:

  • Is frustrated by the inefficiencies of traditional tax firms
  • Wants to serve sophisticated clients without the partner-track politics
  • Believes technology can enhance rather than replace human expertise
  • Values impact and innovation over billable hours
  • Seeks better compensation without sacrificing work quality

You're NOT someone who:

  • Fears technology or resists change
  • Needs extensive supervision or hand-holding
  • Prefers the "way things have always been done"
  • Measures success by hours worked rather than outcomes delivered

Compensation & Benefits

  • $225,000 OTE (base + performance compensation)
  • Comprehensive health, vision, and dental coverage
  • Flexible PTO and better work-life balance than traditional firms
  • Full support for CPA licensing and continuing education
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