Experience: Senior Level
Salary: $170,000 - $220,000 per year
Job Details
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This position is part of our Private Client Services group and is focused on UHNW clients!
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7+ years of experience working with high net work individuals and closely held businesses
- Experience mentoring and managing staff and senior staff
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Active CPA required
- Masters in Accounting/Taxation preferred
A bit about us:
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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?
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216 hours of PTO (5.5 weeks)
Highly Competitive Base Salary
Great Benefits
Annual raises!
401k Matching!
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