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Location

Boulder, CO | United States

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Job description

Job Title: Tax Senior Advisor 
Job Location: Hybrid in Los Angeles, Chicago, Boca Raton, or Dallas, TX (3 Days in Office)
Job Salary: $85k - $110k+
Requirements: Active CPA or EA license, Must have CCH Axcess and SurePrep Experience, 3-5+ Years of Public Accounting Experience/Wealth Management Experience 

We are a "Registered Investment Advisors (RIA) founded in 1999 and based in Los Angeles with 200+ employees and over $20 billion in assets under management. We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Due to continuous growth, we are looking to add a Tax Senior level person to help lead the team! **Hybrid Remote Role 3 Days in Office**

Requirements include having an Active CPA license, having 3-5+ Years of Public Accounting/Wealth Management Experience, and having shown solid tenure in their past roles. In return, we are offering a competitive salary ($85k - $110k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.), Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to [email protected]!

What You Need for this Position

Required:
- Active CPA or EA (or actively pursuing CPA and/or Active EA)

- CCH Axcess and Sure Prep Experience
- At least 3-7+ years of Public Accounting Experience
- Has shown solid tenure in past roles

Benefits

Salary: $85k - $120k+ 
- Full Benefits (Health, Dental, and Vision)
- 401k Match
- Unlimited PTO
- Paid Holidays

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Keith Shuler

Applicants must be authorized to work in the U.S.

Preferred Skills

CPA

RIA

Tax

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Job tags

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Salary

$85k - $120k