Client Wealth Accountant (CPA)

About Us We're a registered investment advisory firm with a loyal, established client base of mass-affluent individuals and families who trust us with what matters most — their financial futures. Our culture is built on collaboration, continuous learning, and genuinely enjoying the work we do together. We move fast, think creatively, and treat each other like adults. The Opportunity We're bringing accounting expertise in-house for the first time, and we want the right person to own it. You'll s…