Careers

The Fortitude Difference

What is Fortitude’s culture? It’s one that seamlessly fuses accountability with trust, optimism with enjoyment. We operate with unwavering integrity, pursue our tasks with purpose, and build deep, meaningful relationships – both within our team and with the families we serve. In essence, we’re not just involved; we’re committed. We’re not just participants; we’re leaders. And we’re not just here to do a job; we’re here to make a difference.

So, the real question is – are you ready to be part of this journey?

We’re a Team

At Fortitude, opportunities to learn and improve happen daily. We value, respect, and trust one another. We support each other and encourage open and direct communication. We are compassionate, curious, candid, and courageous with each other and our clients.

Tech-Focused

We consistently challenge ourselves to find opportunities for improvement. Leveraging the latest technology platforms, we transform our new ideas into tangible results.

Level-Up

The families we serve are unique. What we accomplish – together – directly impacts their lives. What you gain is valuable, multi-faceted experience in holistic wealth management that meaningfully impacts your career.

Not Boring

The work we do is wide-ranging and dynamic. Every day is different. If you’ve ever been in a position where you’ve felt stuck doing monotonous things that aren’t valued, you know why this matters.

Hybrid Work Environment

We provide the flexibility for team members to work in ways that are most effective for them. Improving work-life balance and making a more efficient use of time.

Flexible PTO

We take pride in our team members’ incredible work ethic and want to provide the freedom to take time off when needed.

Full Range of Benefits

Comprehensive Insurance: Medical, Dental, Vision, Short + Long Term Disability and Pet
Improving Financial Security: 401(k), Continuing Education, Bonus, and Profit Sharing

Fortitude is always looking for talented people to join our team

Interested in joining Fortitude? Here are the positions we are currently hiring for:

The Opportunity

We are seeking a full or part-time tax manager and leader to join our team, someone who is not only proficient in managing tax operations but also passionate about mentoring and guiding others. This critical role involves overseeing the planning, scheduling, preparation, research, and review of federal, state, and local tax returns for both individuals and businesses.

The Expectations

  • Guide and manage team members to ensure timely and precise completion of assigned tasks. 
  • Maintain proactive and clear communication with both your team and clients to manage expectations, deadlines, and deliverables effectively. 
  • Advanced technical proficiency in taxation, overseeing the preparation of complex tax returns including individuals, C-Corps, S-Corps, partnerships, trusts, and estates across various industries. 
  • Establish and maintain strong relationships with clients, expertly resolve and communicate tax-related questions and issues. 
  • Review associates’ work, offering constructive feedback, guidance, and training to ensure quality and accuracy. 
  • Conduct in-depth tax research on complex issues and handle correspondence and audits from the IRS and other governmental agencies. 
  • Provide valuable guidance and mentorship to staff, assisting them in developing their technical skills. Train new employees on firm technologies, processes, and procedures. 
  • Maintain a program for ongoing tax updates and education for the tax group. Innovate and present ideas for process improvements to achieve firm and departmental goals. 

The Qualifications

  • 8+ years of prior experience with US income tax preparation and planning,  
  • In-depth knowledge of US tax laws and regulations  
  • Accuracy, attention to detail, and the ability to articulate complex information in writing and verbally. 
  • Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members 
  • Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities 
  • Proficiency in Microsoft 365 Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM (Salesforce) and other systems, such as tax preparation software 
  • Bachelor’s degree (or equivalent) in accounting, finance, or related field 
  • US CPA or equivalent required 

The Benefits

  • Competitive salary and annual performance-based bonus
  • Flexible work arrangements
  • Unlimited PTO and 10 paid holidays per year
  • Medical, dental, and vision health plans with generous employer contribution
  • Supplemented health savings account (HSA)
  • Short and Long-term disability coverage paid for by employer
  • Flexible 401(k) retirement benefits with employer contributions
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

Email your cover letter, resume and videos to:

[email protected]