Jobot
Overview
We are a trusted MD-based tax and wealth management firm with a team of dedicated professionals committed to helping individuals, families, and businesses achieve financial clarity and success. With decades of combined experience, we provide comprehensive services including tax planning and preparation, investment strategy, retirement planning, and estate coordination. Our firm is built on a foundation of integrity, personal attention, and long-term client relationships. We pride ourselves on delivering thoughtful, customized solutions that align with each client’s goals. As a growing team, we foster a collaborative and supportive work environment where everyone contributes to our clients' success—and our own. If you're passionate about financial excellence and want to make a real impact in people’s lives, we invite you to join us.
Compensation Base pay range: $110,000.00/yr - $175,000.00/yr
Salary $110,000 - $175,000 per year
What we offer
Fully paid for PPO health insurance, dental, vision
Incentive bonus plan
401k match
4+ weeks of PTO and paid holidays
Growth and mentorship
Work/life balance
Exposure to exciting clients and wealth-building strategy practice
Qualifications
BS/BA in accounting or related field
8+ years of experience in Public Accounting
Experience with HNWI returns; some business experience ideal
CPA highly preferred
Job details Incentive bonuses and huge growth opportunity. This Jobot Job is hosted by Ruby Voight. Easy Apply by clicking the "Easy Apply" button and sending us your resume.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting, Financial Services, and Banking
Equal opportunity statements and other notices were retained to satisfy legal requirements and company policy.
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Compensation Base pay range: $110,000.00/yr - $175,000.00/yr
Salary $110,000 - $175,000 per year
What we offer
Fully paid for PPO health insurance, dental, vision
Incentive bonus plan
401k match
4+ weeks of PTO and paid holidays
Growth and mentorship
Work/life balance
Exposure to exciting clients and wealth-building strategy practice
Qualifications
BS/BA in accounting or related field
8+ years of experience in Public Accounting
Experience with HNWI returns; some business experience ideal
CPA highly preferred
Job details Incentive bonuses and huge growth opportunity. This Jobot Job is hosted by Ruby Voight. Easy Apply by clicking the "Easy Apply" button and sending us your resume.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting, Financial Services, and Banking
Equal opportunity statements and other notices were retained to satisfy legal requirements and company policy.
#J-18808-Ljbffr