Careers

Together our mission is to provide the best customer experience possible.

We are team players and help each other so nobody is overwhelmed. 

We believe in results and value work-life balance. Culture is words, but it’s also actions.

Senior Tax Advisor – McLean, VA

• CPA or EA designation required.
• Minimum of 4-5 years of experience in an accounting role and preparing tax returns.
• Bachelor’s degree in Accounting or related field.
• Be forward looking from a tax perspective and find ways to optimize our clients’ tax strategies both in the current and future years. Experience and comfort working with high-net worth corporate executives and/or trusts preferred.

Client Service Associate – The Woodlands, TX

• Bachelor’s Degree or Equivalent Industry Experience.
• Excellent Customer Service Skills.
• Strong Team Orientation.