About the Company
We are a technology-forward, independent fiduciary financial advisor providing comprehensive private wealth management services to individuals, trusts, and family offices. We implement a personalized, client-first approach that combines individualized counsel with technology and a suite of proprietary investment strategies to help our clients achieve their financial goals. Our specialized team separates the wealth management components of holistic financial planning and investment management, matching each client with a team comprised of professionals with specific expertise in the fields of retirement planning, tax and estate planning, risk management, and investment management.
About the Role
We’re hiring a Certified Public Accountant (CPA) to join our in-house team and play a key role in delivering sophisticated tax guidance to our high-net-worth clientele. You’ll work directly with clients—including, but not limited to, private equity and venture capital partners, founders, and executives—to advise on complex tax situations, implement proactive strategies, and ensure seamless coordination with their broader financial plans. This role is ideal for someone who thrives in a high-touch, intellectually demanding environment and enjoys working across the full spectrum of tax compliance, planning, and client service.
Responsibilities
Qualifications
Preferred Skills
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