Job Description

A bit about us:

We’re a boutique, advisory-focused CPA firm serving clients across multiple states, specializing in tax, accounting, and strategic advisory services. We work with a limited client base so we can provide high-touch, year-round support—not just compliance. Our team values real experience, thoughtful problem-solving, and strong client relationships, and we prioritize quality work, modern tools, and sustainable workloads that support long-term success and work-life balance.

Why join us?

  • Advisory-Focused Work: Move beyond compliance into true client advisory—working with high-income individuals and business owners on planning, strategy, and financial clarity.

  • Modern, Efficient Firm: Minimal manual data entry, strong automation, and a best-in-class cloud tech stack so you can focus on analysis, insights, and client value.

  • Remote & Sustainable: Fully remote role with no required overtime, a manageable client load, ...

    • Apply for this Position

    Ready to join jobbot? Click the button below to submit your application.

    Submit Application