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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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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