I run an RIA called Holistic Planning. We offer investments and tax planning/preparation in one office and have generated a lot of demand from our clients but also from advisors around the country that want to deliver this to their clients as well.

We need to hire 1-2 more people to support our expected growth.

CPA is preferred but not mandatory.

Would be a bonus if you are willing to relocate to Nacogdoches but also not required if you are the right cultural fit.

Thanks,

Jason

Bump!
Looking to hire an EA or CPA!

Good morning! Are you still hiring for this? My wife has 13+ years in the accounting space and her previous company recently sold so she is figuring out next steps. Please feel free to connect at truemaroon10 at gmail and I can connect you with her!

We are still hiring. I'll be in touch!

Any word?