ACCOUNTING FIRM CPA
The firm is seeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM) to join their team in Boulder, Colorado. This role offers greater flexibility, autonomy, and ownership, with potential for firm equity and increased control over the P&L. The position is ideal for an advisor looking to take the next step toward greater independence and long-term business ownership.
Headquarters
Orlando, Florida, United States
Accounting Firm CPA, LLC is a full-service accounting firm that specializes in the needs of small to medium-sized businesses in matters of accounting, certified financial statements and tax preparation services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for ACCOUNTING FIRM CPA.
ACCOUNTING FIRM CPA didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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