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:
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona. We serve ultra-high-net-worth families with more than $3 billion in net worth under advisement, and we bring investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof, so our clients don’t have to coordinate a patchwork of outside professionals. Inc. Regionals recognized Fortitude as one of the fastest-growing companies in the Southwest.
The Opportunity
You’ll be the tax lead on a set of client families, working side by side with their wealth advisor. You’ll review returns, build each family’s tax plan, and handle complex questions as they come up. You’ll also supervise and develop our associates. Planning drives this role as much as compliance does.
What You Will Do
- Review individual, trust, partnership, and corporate returns, schedules, and workpapers
- Serve as the tax lead on each family’s engagement team, alongside their wealth advisor
- Assess each family’s overall tax picture and build a plan with the engagement team
- Prepare long-term estate modeling based on goals, current data, tax rates, inflation, and investment assumptions
- Lead internal discussions on complex, client-specific tax matters
- Supervise, review, and train associates and senior associates
What We Are Looking For
- 4+ years of US income tax preparation and planning experience
- In-depth knowledge of US tax law
- US CPA (or equivalent) and a bachelor’s degree in accounting, finance, or a related field
- Clear writer and speaker who can explain complex tax issues simply
- You take ownership of your work and see it through, and you keep the team in the loop
- You do well on a small team where everyone wears a few hats
- Experience with tax software, Excel, and Salesforce
Benefits
- Annual performance-based bonus
- Hybrid: fully in office for your first 90 days, then three days a week in the office
- 4 weeks of paid time off plus 10 paid holidays
- Medical, dental, and vision with generous employer-paid premiums, plus an employer HSA contribution
- Employer-paid disability and life insurance, plus a company-paid pet care membership
- 401(k) with an employer contribution, plus profit sharing and a cash balance plan
- Paid certifications and continuing education, plus a client referral bonus program
- Quarterly team events and volunteer days, the Fortitude Olympics, a golf simulator, and a fully stocked kitchen
How to Apply
Apply through LinkedIn or Indeed, or email your resume to [email protected].
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona. We serve ultra-high-net-worth families with more than $3 billion in net worth under advisement, and we bring investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof, so our clients don’t have to coordinate a patchwork of outside professionals. Inc. Regionals recognized Fortitude as one of the fastest-growing companies in the Southwest.
The Opportunity
You’ll prepare complex returns for families with trusts, partnerships, and closely held businesses, with less oversight than an associate. You’ll also do first-level review of associate work and start taking on projections and planning. This is the step between preparing returns and managing a family’s tax relationship.
What You Will Do
- Prepare complex individual, trust, partnership, corporate, and gift returns with minimal oversight
- Do first-level review of returns and workpapers prepared by associates
- Build tax projections, estimated payments, and year-end planning
- Research and draft responses to IRS and state notices
- Coordinate with the wealth, accounting, and investment teams on source documents and K-1s
- Help train associates and interns
What We Are Looking For
- 2–4 years of US income tax preparation experience
- Bachelor’s degree in accounting, finance, or tax; Master’s in Tax preferred
- CPA license, or actively working toward it
- Strong attention to detail and the ability to explain your work clearly
- You do well on a small team where everyone wears a few hats
- Experience with tax software, Excel, and Salesforce or another CRM
Benefits
- Annual performance-based bonus
- Hybrid: fully in office for your first 90 days, then three days a week in the office
- 4 weeks of paid time off plus 10 paid holidays
- Medical, dental, and vision with generous employer-paid premiums, plus an employer HSA contribution
- Employer-paid disability and life insurance, plus a company-paid pet care membership
- 401(k) with an employer contribution, plus profit sharing and a cash balance plan
- Paid certifications and continuing education, plus a client referral bonus program
- Quarterly team events and volunteer days, the Fortitude Olympics, a golf simulator, and a fully stocked kitchen
How to Apply
Apply through LinkedIn or Indeed, or email your resume to [email protected].
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona. We serve ultra-high-net-worth families with more than $3 billion in net worth under advisement, and we bring investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof, so our clients don’t have to coordinate a patchwork of outside professionals. Inc. Regionals recognized Fortitude as one of the fastest-growing companies in the Southwest.
The Opportunity
You’ll prepare individual, trust, partnership, and corporate returns for a focused group of families and the entities they own. Because our tax, accounting, and wealth teams work on the same families, you’ll see how each return connects to the bigger picture. You’ll learn from senior tax staff on real client work, with planning happening throughout the year, not just in busy season.
What You Will Do
- Prepare individual, trust, partnership, corporate, and gift returns (Forms 1040, 1041, 1065, 1120S, 709) and supporting workpapers
- Gather and organize source documents with our accounting and client service teams
- Help calculate estimated tax payments and year-end projections
- Research tax notices and draft responses for review
- Attend client meetings in a support role
- Support cash flow, estate, and balance sheet planning work
What We Are Looking For
- Bachelor’s degree in accounting, finance, or tax
- 0–2 years of tax preparation experience (internships count)
- Master’s in Tax preferred
- CPA in progress, or a plan to pursue it, strongly preferred
- You take ownership of your work and see it through, and you keep the team in the loop
- You do well on a small team where everyone wears a few hats
- Comfortable in Excel and Outlook; experience with Salesforce or tax software is a plus
Benefits
- Annual performance-based bonus
- Hybrid: fully in office for your first 90 days, then three days a week in the office
- 4 weeks of paid time off plus 10 paid holidays
- Medical, dental, and vision with generous employer-paid premiums, plus an employer HSA contribution
- Employer-paid disability and life insurance, plus a company-paid pet care membership
- 401(k) with an employer contribution, plus profit sharing and a cash balance plan
- Paid certifications and continuing education, plus a client referral bonus program
- Quarterly team events and volunteer days, the Fortitude Olympics, a golf simulator, and a fully stocked kitchen
How to Apply
Apply through LinkedIn or Indeed, or email your resume to [email protected].
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona, serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Recently recognized on the IncRegionals list of fastest-growing companies in the Southwest, we bring together in-house investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof — so our clients don’t have to coordinate a patchwork of outside professionals to manage their financial lives.
About the Program
Fortitude Family Office’s Development Program is a structured, multi-cycle program designed to develop the next generation of financial professionals. Unlike traditional internships, our program gives you hands-on exposure across every core department – Operations, Advising, Accounting, Investment, and Tax.
We are looking for driven, self-starting MTax individuals who want to build a career in Tax. Strong performers who complete the program gain access to full-time opportunities that are not available through external hiring.
What You Will Do
- Rotate through core departments including Operations, Advising, Accounting & Bill Pay, Investment, and Tax
- Complete defined competencies each cycle, building progressively more advanced skills
- Work directly with experienced advisors and staff on real client-facing processes
- Participate in weekly group and individual check-ins with the program manager
- Engage in monthly senior-level guidance sessions and bi-weekly mentor meetings
What We Are Looking For
- Self-starter who takes ownership of their work and sees tasks through to completion
- Ability to thrive in a small-team environment with varied responsibilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Currently pursuing a Master’s in Tax
- Strong communication skills and a professional, client-focused mindset
- Tax & Advisory Paths Only: A Master of Taxation degree highly desired
Full-Time Path
Interns who complete a minimum of two cycles and demonstrate strong performance will be considered for full-time offers. Full-time compensation is competitive and includes a benefits package with health insurance and 401(k).
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona, serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Recently recognized on the IncRegionals list of fastest-growing companies in the Southwest, we bring together in-house investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof — so our clients don’t have to coordinate a patchwork of outside professionals to manage their financial lives.
About the Program
Fortitude Family Office’s Development Program is a structured, multi-cycle program designed to develop the next generation of financial professionals. Unlike traditional internships, our program gives you hands-on exposure across every core department – Operations, Advising, Accounting, Investment, and Tax.
What You Will Do
- Rotate through core departments including Operations, Advising, Accounting & Bill Pay, Investment, and Tax
- Complete defined competencies each cycle, building progressively more advanced skills
- Work directly with experienced advisors and staff on real client-facing processes
- Participate in weekly group and individual check-ins with the program manager
- Engage in monthly senior-level guidance sessions and bi-weekly mentor meetings
What We Are Looking For
- Self-starter who takes ownership of their work and sees tasks through to completion
- Ability to thrive in a small-team environment with varied responsibilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Currently pursuing a degree in finance, accounting, tax, or a related field
- Strong communication skills and a professional, client-focused mindset
- Tax & Advisory Paths Only: A Master of Taxation degree highly desired
Full-Time Path
Interns who complete a minimum of two cycles and demonstrate strong performance will be considered for full-time offers. Full-time compensation is competitive and includes a benefits package with health insurance and 401(k).
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona, serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Recently recognized on the IncRegionals list of fastest-growing companies in the Southwest, we bring together in-house investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof — so our clients don’t have to coordinate a patchwork of outside professionals to manage their financial lives.
About the Program
Fortitude Family Office’s Development Program is a structured, multi-cycle program designed to develop the next generation of financial professionals. Unlike traditional internships, our program gives you hands-on exposure across every core department – Operations, Advising, Accounting, Investment, and Tax.
What You Will Do
- Rotate through core departments including Operations, Advising, Accounting & Bill Pay, Investment, and Tax
- Assist our operations department with new accounting openings, custodial processing, and more
- Complete defined competencies each cycle, building progressively more advanced skills
- Work directly with experienced advisors and staff on real client-facing processes
- Participate in weekly group and individual check-ins with the program manager
- Engage in monthly senior-level guidance sessions and bi-weekly mentor meetings
What We Are Looking For
- Self-starter who takes ownership of their work and sees tasks through to completion
- Ability to thrive in a small-team environment with varied responsibilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Currently pursuing a degree in finance, accounting, business, or a related field
- Strong communication skills and a professional, client-focused mindset
Full-Time Path
Interns who complete a minimum of two cycles and demonstrate strong performance will be considered for full-time offers. Full-time compensation is competitive and includes a benefits package with health insurance and 401(k).
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona, serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Recently recognized on the IncRegionals list of fastest-growing companies in the Southwest, we bring together in-house investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof — so our clients don’t have to coordinate a patchwork of outside professionals to manage their financial lives.
About the Program
Fortitude Family Office’s Development Program is a structured, multi-cycle program designed to develop the next generation of financial professionals. Unlike traditional internships, our program gives you hands-on exposure across every core department – Operations, Advising, Accounting, Investment, and Tax.
What You Will Do
- Rotate through core departments including Operations, Advising, Accounting & Bill Pay, Investment, and Tax
- Assist our technology team with I.T. support, software development, and more
- Complete defined competencies each cycle, building progressively more advanced skills
- Work directly with experienced advisors and staff on real client-facing processes
- Participate in weekly group and individual check-ins with the program manager
- Engage in monthly senior-level guidance sessions and bi-weekly mentor meetings
What We Are Looking For
- Self-starter who takes ownership of their work and sees tasks through to completion
- Ability to thrive in a small-team environment with varied responsibilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Currently pursuing a degree in computer information systems, computer science, or a related field
- Strong communication skills and a professional, client-focused mindset
Full-Time Path
Interns who complete a minimum of two cycles and demonstrate strong performance will be considered for full-time offers. Full-time compensation is competitive and includes a benefits package with health insurance and 401(k).
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona, serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Recently recognized on the IncRegionals list of fastest-growing companies in the Southwest, we bring together in-house investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof — so our clients don’t have to coordinate a patchwork of outside professionals to manage their financial lives.
About the Program
Fortitude Family Office’s Development Program is a structured, multi-cycle program designed to develop the next generation of financial professionals. Unlike traditional internships, our program gives you hands-on exposure across every core department – Operations, Advising, Accounting, Investment, and Tax.
What You Will Do
- Rotate through core departments including Operations, Advising, Accounting & Bill Pay, Investment, and Tax
- Work with our internal operations team on internal firm projects, marketing, and more
- Complete defined competencies each cycle, building progressively more advanced skills
- Work directly with experienced advisors and staff on real client-facing processes
- Participate in weekly group and individual check-ins with the program manager
- Engage in monthly senior-level guidance sessions and bi-weekly mentor meetings
What We Are Looking For
- Self-starter who takes ownership of their work and sees tasks through to completion
- Ability to thrive in a small-team environment with varied responsibilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Currently pursuing a degree in business, marketing, or a related field
- Strong communication skills and a professional, client-focused mindset
Full-Time Path
Interns who complete a minimum of two cycles and demonstrate strong performance will be considered for full-time offers. Full-time compensation is competitive and includes a benefits package with health insurance and 401(k).
About Fortitude Family Office
Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona, serving ultra-high-net-worth families with more than $3 billion in net worth under advisement. Recently recognized on the IncRegionals list of fastest-growing companies in the Southwest, we bring together in-house investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof — so our clients don’t have to coordinate a patchwork of outside professionals to manage their financial lives.
About the Program
Fortitude Family Office’s Development Program is a structured, multi-cycle program designed to develop the next generation of financial professionals. Unlike traditional internships, our program gives you hands-on exposure across every core department – Operations, Advising, Accounting, Investment, and Tax.
What You Will Do
- Rotate through core departments including Operations, Advising, Accounting & Bill Pay, Investment, and Tax
- Work alongside the investment team on research, due diligence, and special projects
- Complete defined competencies each cycle, building progressively more advanced skills
- Work directly with experienced advisors and staff on real client-facing processes
- Participate in weekly group and individual check-ins with the program manager
- Engage in monthly senior-level guidance sessions and bi-weekly mentor meetings
What We Are Looking For
- Self-starter who takes ownership of their work and sees tasks through to completion
- Ability to thrive in a small-team environment with varied responsibilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Currently pursuing a degree in finance, economics, or a related field
- Strong communication skills and a professional, client-focused mindset
Full-Time Path
Interns who complete a minimum of two cycles and demonstrate strong performance will be considered for full-time offers. Full-time compensation is competitive and includes a benefits package with health insurance and 401(k).
Please email your cover letter and resume to:
[email protected]
