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 13%* yearly – compared to the industry average of 2-5%.
*Represents net contributions – distributions excluding market appreciation for Advisors from 1/1/24 – 12/31/24.
“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!
Partner, Tax Strategy & Advisory (CPA)
Cambium Tax Planners — Flagstaff, Arizona
Full‑time | Leadership role | Partnership track | Relocation support available
Build the future of integrated advice.
Cambium Tax Planners is seeking an experienced CPA who wants more than a seat at the table — someone ready to help build and lead a modern professional services firm at the intersection of tax, wealth management, and law.
Our sister firm, Cambium Wealth Partners, has turned away dozens of prospective clients over the past year because our tax practice couldn’t absorb the demand. The clients are here. The opportunity is real. What’s missing is the right leader to shape the next chapter of the tax practice — with meaningful autonomy from day one, real influence over how the firm operates, and a clear path to ownership within the broader Cambium platform.
If you’re a mid‑ to senior‑career CPA weighing a long, uncertain partner track at a traditional firm versus the cost and risk of striking out on your own, this role represents a genuine third option: the ability to lead, grow, and build equity — without starting from scratch.
The Opportunity
This role is designed for a CPA who wants to shape the direction of a practice, not simply manage a book. You will work alongside wealth advisors and attorneys on complex, integrated client situations while helping lead the tax practice through its next phase of growth.
You’ll step into an established, in-demand practice with the freedom to influence team structure, workflows, technology, pricing, and service design — and the platform support to turn those decisions into sustainable growth.
Key Responsibilities
Firm Leadership & Strategy
Client Advisory & Tax Planning
Team Development
Practice Growth
Operations Improvement
About Cambium
Cambium is building something deliberately different: an integrated wealth, tax, and legal firm designed to serve individuals, families, and business owners as one coordinated team. Arizona’s legal framework makes this integration possible, and we are fully embracing the advantage.
Cambium Tax Planners works hand‑in‑hand with Cambium Wealth Partners and Cambium Law to deliver proactive planning across financial strategy, tax, and estate matters. We are formalizing a holding‑company structure that will bring the three firms under common ownership — creating true economic alignment and long‑term equity participation tied to the growth of the whole platform.
We value stewardship, cross‑disciplinary collaboration, long‑term client relationships, and sustainable workloads. We are building for durability, not quarterly optics.
Why Flagstaff
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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