Description
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA


Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?


This is a unique opportunity to leverage your tax expertise while expanding into financial planning and wealth management—without the stress of building a book of business or surviving another endless busy season.


💰 Great Base + Bonus

📍 San Ramon


Why this opportunity stands out


This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.


No prospecting. No cold calling. The firm brings you the clients so you can f...