Work With Us!

Our Current Openings

About Us

We are a modern, fast-growing CPA and financial planning firm with a bold vision: to integrate cutting-edge AI and automation with personalized financial strategies for individuals and businesses. With a strong focus on client experience and innovation, we specialize in:

  • Tax preparation and planning

  • Accounting and advisory services

  • Payroll processing

  • Holistic financial planning through Brianne Financial LLC

We believe in work-life balance, intentional client relationships, and staying at the forefront of technology. Our 36-hour work week reflects our commitment to productivity without burnout.

Internship

Our internship program offers three specialized tracks designed for students majoring in Accounting, Finance, or Information Systems. All interns gain exposure to our AI-forward practice and modern client service workflows, while focusing on their area of interest:

  • Hands-on experience preparing and organizing tax workpapers and supporting schedules

    Assist with bookkeeping and payroll processes for individuals and small businesses

    Support tax season workflows, including document intake, workflow tracking, and client status updates

    Exposure to tax compliance software and cloud-based accounting tools 

    Learn practical applications of GAAP, tax law, and professional ethics in a public accounting setting

  • Support financial plan preparation, including cash flow, retirement, and investment analysis

    Help assemble net worth statements, asset allocation reports, and planning deliverables for clients

    Participate in client onboarding for planning engagements and assist with meeting preparation

    Gain exposure to investment platforms and financial planning tools 

    Learn how tax planning integrates with comprehensive financial planning and advisory services

  • Assist with workflow automation and process improvement projects using AI tools and APIs

    Support integration of tax, accounting, and planning platforms 

    Help design and maintain internal data dashboards and reporting tools for firm operations

    Explore opportunities to apply AI/ML models in financial data processing and advisory workflows

    Work closely with leadership on digital transformation initiatives within the firm

Eligibility & Structure

  • Open to students with Sophomore standing or higher

  • Majoring in Accounting, Finance, Information Systems, or related fields

  • Flexible schedule (20–25 hours during school; option for full-time during breaks)

  • Paid internship with potential for extended opportunities or full-time offers after graduation

Junior Accountant

We’re seeking a Junior Accountant who is curious, tech-savvy, and interested in developing a career that blends tax, accounting, payroll, and financial planning. You’ll work directly with experienced professionals and gain hands-on exposure to modern accounting systems, advisory workflows, and client management tools — all within a supportive, learning-first environment.

  • Prepare individual and business tax returns under supervision

    Support bookkeeping and financial reporting for clients

    Assist with payroll processing and compliance

    Conduct basic financial analysis and support advisory engagements

    Help integrate and use AI-powered tools in accounting workflows

    Contribute to client onboarding, communication, and follow-up

    Stay current with tax law changes and industry best practices

  • Bachelor’s degree (or in-progress) in Accounting

    Interest in becoming a CPA

    Strong attention to detail and ability to manage multiple tasks

    Willingness to learn tax, payroll, and financial planning topics

    Comfort working with cloud-based platforms and new technologies

    Enthusiasm for AI, automation, and improving client outcomes

We Offer

  • A 36-hour full-time work week with flexibility

  • Mentorship and growth path toward CPA or CPA/PFS

  • Exposure to both tax and advisory services

  • Collaborative team environment

  • Leading software tools 

  • Opportunity to help shape an AI-forward practice

Senior Accountant

We’re seeking a Senior Accountant to provide advanced tax, accounting, and advisory services to individuals and small businesses. This role is ideal for a licensed CPA with experience managing client relationships, reviewing workpapers, and contributing to a growing practice that blends traditional services with forward-thinking financial planning.

You’ll lead tax engagements, oversee complex bookkeeping and payroll functions, and work closely with leadership to ensure client success while integrating modern tools and AI-powered workflows.

  • Prepare and review individual, corporate, and partnership tax returns

    Provide tax planning and advisory services to clients year-round

    Oversee bookkeeping, payroll, and financial statement preparation

    Guide and review work of junior accountants or staff

    Manage tax workpaper intake and workflow tracking during busy seasons

    Communicate proactively with clients regarding deliverables and timelines

    Assist with financial planning integration, coordinating tax and wealth strategies

    Contribute to continuous improvement and implementation of AI-driven processes

    Stay current on tax law changes and advise clients accordingly

  • Active CPA license (required)

    Bachelor’s degree in Accounting (Master’s preferred)

    3–5+ years of experience in public accounting (tax-focused)

    Strong understanding of tax compliance and planning for individuals and businesses

    Experience with bookkeeping and payroll platforms 

    Familiarity with financial planning concepts (preferred but not required)

    Excellent communication and client relationship skills

    Comfortable using or learning AI and automation tools in accounting workflows

We Offer

  • A 36-hour full-time work week with flexibility

  • Mentorship and growth path toward CPA or CPA/PFS

  • Exposure to both tax and advisory services

  • Collaborative team environment

  • Leading software tools 

  • Opportunity to help shape an AI-forward practice

Apply Today

Interested in one of our roles? Submit your application below and we will be in touch.