Careers

You'll do work that matters for real people.

KFG is a boutique firm advising business owners through the whole arc of ownership — building the value of a company, turning it into wealth, and stewarding what it becomes. These are the decisions that determine whether someone's life work becomes the retirement they pictured, or doesn't. You'd be close enough to watch it land.


Why this firm

We're at an inflection point.

KFG spent nearly three decades proving out a model: one team holding a business owner's entire picture — the company, the tax, the plan, the family — instead of a roster of specialists each holding a slice.

It works. What's happening now is the harder and more interesting part: scaling it. We're building the practice that carries the model past any single advisor's calendar, and a great deal of how it runs is being written this year.

Which means the work here isn't cookie cutter, and it isn't heading that way. Our clients are owners at genuine turning points of their own — growing a company, preparing to sell it, learning to live on what it became. The questions arrive complicated and mostly stay that way. You'd be hands-on with them early, rather than staged into them over five years.

You'd also see them land. The person who prepares the return is in the planning conversation that shaped it, so you'd know why an owner structured the entity the way they did, what the exit is supposed to look like in six years, and whether this year's work moved them closer to it.

Most of these families have been with us more than ten years. When a plan works, you get to watch it work — for people whose kids you've heard about, not a file number.

A boutique firm asks more of you. It also hands you the whole picture, which is the part most people never get.


Who does well here

Hands-on, curious, and quick to own it.

Credentials matter, and the job description covers them. These are the things that actually predict whether someone thrives here.

You're hands-on
Nothing gets handed down a chain here. You'd be in the file, in the numbers, and in the client meeting — often the same afternoon. The people who enjoy this are the ones who want their hands on the actual work.
You love to learn
The tax code is the floor, not the ceiling. The advisors here spend as much time on business valuation, exit structure, and estate work, and you'd be sitting next to all of it with room to go as deep as you want.
You get inside the client's problem
The best work here starts with understanding what an owner is actually worried about. Get that right and the technical answer usually follows. A flawless return that solves the wrong problem still misses.
You're entrepreneurial
Much of how this practice runs is being built right now, so we'd rather you experiment than wait for a procedure. If you see a better way, there's nobody to route it through — you raise it and we try it.
You collaborate, and you own it
Ask a question and the people who can answer it are a few steps away. But what's yours is genuinely yours, start to finish — we're looking for someone who wants to carry the work, not hand it off.

The practical part

What we offer.

A boutique firm can offer things a large one structurally can't: no politics to navigate, no queue to join, and senior people who are simply available to you. The rest is straightforward.

  • Health, dental, and vision insurance
  • Retirement plan with company match
  • 20 days of paid time off
  • Direct access to the firm's senior advisors

And the one that matters more than any of the above if you've worked a few busy seasons: we build for sustainable workloads. Structured workflows, preparation done up front, reasonable hours. We don't treat constant seventy-hour weeks as evidence of commitment — accuracy and judgment hold up better when people aren't running on empty, and our clients are the ones who benefit.

Compensation is listed in the job description.


Open roles

What we're hiring for.

Full-time

Tax Manager

Individual and business returns, the books and payroll underneath them, and the planning conversations they connect to.

Job description (PDF)
Full-time

Portfolio Manager

Public portfolios built around concentrated positions and pending exits, independent diligence on the private deals clients bring us, and the models underneath both.

Job description (PDF)
Full-time

Financial Planner

Building the plans our clients live by and keeping them true as the business and the household change — with the tax team down the hall.

Job description (PDF)

Don't see the right fit? We're growing, and the next seat often isn't posted yet. Send us a note and we'll keep it in front of us.

How to apply

Send us a note.

Email your resume to info@kellercpa.com, and tell us in a few sentences what you're looking for. Skip the cover letter template — we'd rather read something true. Every note reaches a person here, and we answer.

Email us
Drew, Dwayne, and Ashley — the Keller Financial Group team