We are a Top Registered Investment Advisory/RIA Firm with over $80 billion in Assets Under Management and growing each and every year. We work exculsively with High Net Worth and Ultra High Net Worth clietele and also a few of their multi-million dollar businesses. We have been recognized in Barron, Financial Times, and Forbes as "Fastest Growing RIA Firm" and "Best Workplace" - among a number of accoladates and awards.

We take a holistic approach to financial advising - implementing tax planning and saving strategies to our High Net Worth clients- keeping everything in house. We have doubled the size of our tax department and plan to do the same this year.

We are not like your traditional public accounting firm with strenuous hours and minimal work/life balance. We are the opposite. We also do not track billable hours. Our bonuses are structured completely different and not tied to number of returns filed.

Due to continuous growth, we are looking to add a Senior Tax Advisor (this is a Tax Manager/Senior Manager level person) to help lead the team! **This is a 100% Remote Role!**

What You Need for this Position

Required:

• Active CPA, EA or JD
• High Net Worth/1040 Focused
• At least 9-10+ years of Public Accounting Experience
• Has shown solid tenure in past roles

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact: [email protected]

Benefits

Salary: $120k - $150k+

• Medical/Dental/Vision
• 401k Match
• Bonus: 15% of Salary (extremely competitve & unique)
• Future Equity
• PTO: 18 to 25 PTO Days
• 12 Paid Holidays