Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential
Job Summary
Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
Matching Summary
Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
Salary
Base: $83,000 - $133,000; Bonus/Equity: discretionary bonus based on firm and individual performance; Benefits: competitive benefits and compensation package
Skills & Requirements
Must-have
Partnership, corporate, and trust taxation
Succession planning
Wealth transfer planning
Client engagement management
Public accounting experience
Nice-to-have
Strategic advisor
Inclusive culture
Client relationship building
Team leadership and mentorship
Desire to grow skills
Key Requirements
Bachelor's degree in accounting or business
CPA license or equivalent
Minimum 4 years of public accounting experience
Proficient in entity and estate/individual taxation