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A bit about us:

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.

Our mission is to provide exceptional client services.

Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

Why join us?

216 hours of PTO (5.5 weeks)
Highly Competitive Base Salary
Great Benefits
Annual raises!
401k Matching!

Job Details

This position is part of our Private Client Services group and is focused on UHNW clients!
Fully remote
Active CPA
Masters in Accounting/Taxation preferred

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