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About Exemplar

Exemplar Companies, Pbc is a holistically integrated professional knowledge firm combining the first non-billable-hour Corporate law firm in the US with a CPA/Accounting Firm, Business Advisory, and FINRA-Member Broker-Dealer Investment Bank. We operating on a Quad Bottom Line values system, represent revolutionaries, game-changers, and Impact businesses.

Experienced CPA with entrepreneur mindset and interest in fixed, Value-Based pricing.

The Exemplar Business team is growing, and we are seeking an enthusiastic and talented leadCPA / PARTNER experienced in tax preparation and high-end tax planning and advice who is values-aligned, loves serving the customers we serve, enjoys working as a team, is positive, growth oriented, and hates the billable hour.

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.

The Lead CPA/ Partner will proactively contribute to the growth of Exemplar Tax/Accounting and ramp up from PT to FT.

Location: Flexible. This role need not go to the office. Part/Full Time Flexible.
However, flexibility is required to attend client and team meetings, as well as team-building events.


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

  • Ability to mind the customer, advise, guide, plan, 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.



  • Licensed as a Certified Public Accountant

  • Experienced in providing tax advice and guidance

  • In-depth knowledge of tax laws and regulations

  • Expert with IRS matters

  • Bachelor’s in accounting required

  • 7+ years of corporate accounting experience


On the human side, the following best describes you:

  • I have an entrepreneurial mindset and a strong business sense

  • I enjoy consulting work, have excellent business judgment, and the ability to think strategically and to give practical advice.

  • Excellent communication and critical thinking 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.

Why join Exemplar?

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 (

With a mindset of doing what it takes to build authentic relationships, Exemplar revolutionizes the 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 care for your customers truly and holistically.

  • Team support from forward-thinking professionals who are networked, innovative and socially savvy.

Application requirements:

To join our disruptive holistic knowledge firm, your application MUST include two 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 will your unique contribution to Exemplar be?

  • What is your vision of a perfect day?

Tell us about your hope for our interaction, and for this we will promise a prompt and thoughtful reply. Exemplar Companies reserve the right to ask for references on job and character.

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