Description

Company Description

LifeLine Financial Group is a boutique multi-family office focused on supporting globally dynamic families as they build and sustain generational wealth. We serve founders, athletes, entertainers, and cultural leaders, providing integrated financial services that encompass financial management, cash-flow oversight, tax strategy, wealth management, estate planning, and risk management. With offices in Beverly Hills, Denver, and Houston, we bring structure and strategic decision-making to our clients' financial lives. Our mission is to guide families in converting momentum into lasting wealth, independence, and impactful legacies.

Position Overview

We are looking for a high-performing Accounting Manager who wants more than just tax compliance work. This is an opportunity to step into a visible, client-facing role advising professional athletes, content creators, entrepreneurs, and other high-net-worth individuals. You’ll play a key role in growing client relationships and work directly with clients and other decision-makers to influence tax strategy, participate in long-term financial planning, and provide them with day-to-day financial support. If you’re someone who takes ownership of your work, thinks strategically, and is detailed oriented, this role is built for you.

What You’ll Do

• Act as a trusted advisor to high-profile clients
• Prepare budgets and present annual financial reviews to clients
• Coordinate tax filing and compliance for individuals and closely held businesses
• Identify tax savings opportunities and proactively bring ideas to clients
• Prepare and distribute monthly financial reporting and spending updates
• Perform daily bookkeeping for clients’ personal and business accounts
• Process invoices and payment requests on an ongoing basis

What Sets This Role Apart

• Direct exposure to high-net-worth clients with an opportunity to build relationships
• Opportunity to tackle complex financial situations
• Significant autonomy and influence over client strategy
• Collaborate with other highly skilled professionals including CPAs, CFP®s, and JDs

Requirements

Qualifications

• Active CPA license (non-negotiable)
• 7–10 years of public accounting experience
• Strong tax background across individuals, S-corps, and partnerships
• Experience working with high-net-worth clients
• Ability to think beyond compliance and provide strategic insight
• Strong client presence and communication skills 

Preferred (But Not Required)

• Experience with tax compliance for professional athletes including Duty Day calculations and non-resident/spilt-year state returns
• Financial planning experience, especially with a CFP ® certification
• Management experience including detail review and staff training & development