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.
Unlimited 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
Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services – Investment Management, Wealth Planning & Coordination, Tax Planning & Compliance, and Personal CFO Support.
The Expectations
- Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
- Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements
- Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
- Prepare, review, and complete individual, trust, partnership, and corporate tax returns
The Qualifications
- 5+ years of prior experience with taxes, investments, or as an accountant, financial planner, or tax preparer
- In-depth knowledge of tax or investments
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply
- 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 Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
- Bachelor’s degree in accounting, finance, or related field
- CFA, CPA, or CFP 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
The Opportunity
Fortitude Family Office is looking for an operations associate to join our team. As an integral part of our organization, you will have the opportunity to work closely with advisors, gaining exposure to the strategic and operational aspects of our business. This role is designed for a proactive individual who thrives in a dynamic environment and is eager to contribute to the success of our company.
The Expectations
- Open new client accounts at Charles Schwab, and serve as a liaison with the custodian and our team
- Facilitate client wire requests, deposits, and journals between custodial accounts, as well as other cash movements requested by clients
- Provide basic accounting and bookkeeping support to clients
- Input new client and financial data, verify information, reconcile accounts, and conduct audits as instructed.
- Process other account service requests initiated by advisors and/or clients
The Qualifications
- Operational experience at a Registered Investment Advisor (RIA) or in another wealth management environment is a plus
- 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 Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
- Bachelor’s degree preferred, accounting experience a plus
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
The Opportunity
We are seeking a dynamic 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
The Opportunity
Fortitude Family Office is looking for a wealth management or accounting intern to join our team. This role will provide exposure to how our family office provides client service in investments, tax, wealth management, and accounting. Responsibilities involve all aspects of the firm, including tax planning and compliance, assisting with client service, meeting preparation, software/data projects, and administrative tasks.
The Expectations
- Assist with tax planning and preparation
- Assist on special projects (internal and client-specific)
- Attend client meetings in a support role
- Provide basic accounting and bookkeeping support to clients
- Assist with estimated tax calculations, tax filings, accounts receivables, accounts payables, and payroll processing
- Participate in cash flow planning/estate planning/cash management/balance sheet planning
- Support the client services and administrative teams as needed/requested
- Prepare financial reports, primarily using Excel and other tools
- Based on business needs, this role is to be performed on-site. This is not a remote or hybrid work-from-home role
The Qualifications
- 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 Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
- Actively pursuing or have obtained a bachelor’s degree in accounting, finance, tax, or related field
Email your cover letter, resume and videos to:
[email protected]