Partner

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About us

We take pride in our work, making it our goal to live up to our reputation of capability, capacity, and credibility. Through a solid, structured approach, we advance the financial strength and tax position of businesses and individuals in our region as they build and strengthen the community that surrounds us. Our brand is built on a foundation of open communication and being available to our clients’ priorities. Questions and thoughtful discussions on all levels are what lead to team-based dialogues. We embrace the power of the collective and harness it to solidify relationships, both within our team and our client relationships. This allows us to provide large, national firm service while maintaining the personalized commitment of a small, local firm. We push your financial goals forward so your future is within reach.

Why join us?

• Meaningful work with some of the nation’s best clients while enjoying time at home with family
• Competitive compensation package
• Health, dental, life, and optional vision insurance starting the 1st of the month after hire
• PTO and extended sick leave
• Paid holidays including a Personal Observance Day
• 401(k)

Responsibilities

• Deliver exceptional client service leading to the highest quality of execution and delivery of client engagements
• Provide strong leadership and staff development for coaching a client service team
• Collaborate with other partners and provide guidance to clients as their trusted advisor
• Apply excellent problem solving, organizational, and analytical skills

Requirements

• CPA preferred but EA considered
• Expertise with High Net Worth Individuals and closely held businesses
• Exceptional interpersonal and client service skills

Pay

$250,000 - $500,000 per year