Careers

The Fortitude Difference

Collaborative Culture

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 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 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 include all aspects of the firm, including tax planning and compliance, assisting with client service, meeting preparation, software/data projects, and administrative tasks. All applicants must submit a resume and cover letter explaining why you’re interested in working at Fortitude.

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 need, this role is to be performed on-site. This is not a remote or hybrid work from home role but will evolve into one

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

The Opportunity

Fortitude Family Office is looking for a tax associate to join our team.  This role will provide exposure on how our family office serves clients in investments, tax, wealth management, and accounting. Responsibilities include tax return preparation, tax planning and compliance, assisting with client service, meeting preparation, and administrative tasks.

The Expectations

  • Help prepare, review, and complete individual, trust, partnership, and corporate tax returns
  • Assist with tax planning and preparation
  • Attend client meetings in a support role
  • Participate in cash flow planning/estate planning/cash management/balance sheet planning
  • Support the client services and administrative teams as needed/requested
  • Based on business need, this role is to be performed on-site.  This is not a remote or hybrid work from home role but will evolve into one

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, or tax

The Benefits

  • Collaborative, fun environment
  • Career growth opportunities
  • Flexible work arrangements
  • Competitive salary
  • Unlimited PTO
  • Medical, dental, and vision plan
  • 401(k)
  • Discretionary bonus and profit-sharing

Email your cover letter, resume and videos to:

[email protected]