Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.
Join our team of A-Players to shape a brighter future for growth-minded Advisors.
If you’re an Advisor seeking a new career opportunity, click here to schedule a meeting.
There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.
We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average.
“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO
You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.
We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.
We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.
If you want to be a part of building something special, we’d love to meet you!
Full-time | Leadership role | Partnership track
This is a remote role, with occasional travel preferred to Flagstaff, AZ.
Cambium Tax Planners is looking for an experienced CPA to help lead and grow our tax practice alongside our wealth management and law firms.
Over the past year, our wealth firm has had more demand for tax planning and preparation than our current capacity can support. We’re looking for the right person to help us expand and integrate thoughtfully; someone who wants meaningful influence over the direction of a practice, enjoys working directly with clients, and is interested in a long-term leadership or ownership opportunity.
This role is a good fit for someone who enjoys both the technical side of tax work and the broader advisory side of working with business owners, families, and high-net-worth clients. The right candidate genuinely enjoys the craft of tax planning, technical problem solving, and helping clients make smarter long-term decisions.
What You’ll Do
Client Work & Tax Planning
Practice Leadership
Team Development
Growth & Strategy
What We’re Looking For
About Cambium
Cambium is an integrated wealth management, tax, and law firm serving individuals, families, and business owners throughout northern Arizona and beyond.
Our firms work closely together to provide coordinated planning across investments, taxes, estate planning, and business strategy. We’re building a long-term platform focused on collaboration, sustainability, and deep client relationships rather than siloed services and constant production pressure.
We care a lot about quality of life, strong team culture, and building something durable over time.
Salary: $125,000 - $150,000
