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The future of wealth management is being built right now. At RFG Advisory, you have the opportunity to be part of it.
Your work helps us build a better model for Independent Advisors, one that creates more time for clients, removes friction from their businesses, and gives them more room to grow.
We’re a team of A-Players who care deeply about the work we do, the people we do it with, and the Advisors we serve.
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“FIND YOUR PURPOSE. SURROUND YOURSELF WITH A-PLAYERS. GO ALL-IN. BUILD SOMETHING BIGGER THAN YOURSELF.” – SHANNON SPOTSWOOD, CEO
Do Work You’re Excited About. With People You Want to Work With.
You should feel challenged by your work, appreciated for what you bring, and energized by the people around you. At RFG, you’ll have the opportunity to take ownership, make an impact, and grow alongside a team with big ambitions.
We’re building something special at RFG. Our team is fueled by passion, enthusiasm, and grit. We challenge each other, practice radical candor, learn from our mistakes, and iterate to excellence.
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We work hard, we care deeply, and we love big.
If that sounds like the kind of team you want to be part of, we’d love to meet you!
AimWell Financial is looking for a seasoned Enrolled Agent (EA) or Certified Public Accountant (CPA) whose primary responsibility will be preparing tax returns for clients.
This role is ideal for someone who enjoys tax work but is looking for a more flexible and sustainable model than traditional accounting. It may be a great fit for a semi-retired professional, a parent seeking flexible scheduling, or an independent practitioner with available capacity.
The workload is expected to vary as the practice develops. Initially it may involve only a handful of returns, while future demand could support a significantly larger volume. Because of this, we are seeking someone who values flexibility and is comfortable working in a dynamic environment.
This position will play an important role in helping establish processes, workflows, and best practices for a new tax preparation service.
Location: This role is located in St. Petersburg, FL. Highly qualified remote candidates may be considered.
What You'll Do
Tax Preparation & Client Service
Practice Development & Operations
Why This Role May Be Different
Many tax professionals eventually reach a point where they enjoy the work but no longer enjoy the traditional public accounting model.
We believe talented professionals should be able to continue doing meaningful work without sacrificing flexibility or quality of life.
Whether you are semi-retired, raising a family, operating your own practice, or simply looking for a more balanced opportunity, we are open to creating a flexible arrangement that works for both parties.
Our goal is to build a long-term relationship with an experienced professional who values autonomy, flexibility, and exceptional client service.
Experience
Skills & Competencies
Technology & Tools
AimWell Financial is an independent, fee-only financial planning firm based in St. Petersburg, Florida. We help individuals and families navigate major life transitions and make confident financial decisions through comprehensive planning, thoughtful investment management, and personalized advice.
As part of our continued growth, we are exploring the launch of a tax preparation offering designed to complement the planning work already being done for our clients. We are seeking an experienced tax professional to help establish and shape this service from the ground up.
Compensation structure is flexible and will be based on experience, credentials, availability, and desired engagement model. We are open to hourly, seasonal, contractor, project-based, or part-time employee arrangements.
