AAFCPAS INC

Role Description Looking to combine your accounting expertise with technology and client consulting? Join our Advisory team and help organizations get the most out of Sage Intacct. - Lead client discovery sessions to evaluate accounting processes and identify opportunities for improvement - Implement and optimize Sage Intacct solutions using proven tools and methodologies - Deliver reporting enhancements, system configurations, and workflow improvements - Serve as a go-to Sage Intacct resource for clients and internal teams - Partner across advisory, accounting, and tech teams to deliver high-impact solutions - Build strong client relationships through clear communication and a solutions-first mindset Qualifications - Sage Intacct certification and hands-on experience - Strong accounting knowledge (nonprofit + grant accounting a plus) - Experience managing projects, timelines, and client expectations - Tech-savvy with a passion for improving systems and processes - A collaborative, client-focused approach with strong communication skills Benefits - Purpose-driven work – We proudly donate 10% of our annual profits to nonprofit organizations and support clients who make a real impact - Innovation meets accounting – You’ll work at the intersection of technology, advisory, and finance—not just debits and credits - Flexibility that works – Remote-first culture with a focus on results, not face time - Growth & opportunity – Expand your skills in advisory, systems, and client leadership with clear paths for advancement - People-first culture – Collaborative, supportive teams that genuinely enjoy working together Company Description AAFCPAs is an innovative and forward-thinking firm. We have enjoyed primarily organic growth with a laser focus on people, culture, and a profitable growth mindset. We have a supportive, entrepreneurial, and purposeful culture and plan to remain independent. - Our multidisciplinary team of 350+ professionals provide assurance, tax, outsourced accounting, business consulting, IT advisory, and wealth management services to nonprofits, commercial companies, wealthy individuals, and estates. - In 2023, we celebrated 50 Years of Impact (1973-2023), and our sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPAs and consulting professionals. - AAFCPAs donates 10 percent of its net profits annually to nonprofit organizations. - We have an active Inclusion and Belonging committee and a commitment and accountability to these efforts. - We publish our Impact Report annually. - AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries.

Role Description AAF Wealth Management is seeking a driven, relationship-focused Wealth Advisor to join our team in a unique advisor-to-lead transition role. This is not your typical advisory position. You’ll partner closely with firm leadership while developing into a lead advisor—building deep client relationships, delivering holistic financial planning, and growing your own book of business over time. If you’re entrepreneurial, client-focused, and passionate about integrated financial and tax planning, this is an opportunity to build both your expertise and your long-term career. What You’ll Do - Learn & Integrate - Partner with senior advisors to learn planning philosophy, client strategies, and service approach - Support client meetings, financial plan preparation, and ongoing client communication - Build expertise in tax-aware financial planning in collaboration with our tax professionals - Grow into a Trusted Advisor - Take an active role in client meetings and begin co-managing relationships - Develop and present planning strategies, with a strong focus on tax efficiency - Build relationships with clients and their families - Step into Leadership - Lead client relationships and meetings with confidence - Advise on complex planning topics including wealth transfer, charitable giving, and retirement strategies - Drive business development through referrals, networking, and new client acquisition What Makes This Role Different - Clear path to lead advisor responsibilities - Mentorship from experienced firm leadership - Integrated tax + wealth planning approach - Opportunity to grow your own client base while supporting an established practice - Collaborative, client-first culture Qualifications - CFP® designation (required) - 5–7+ years of experience in wealth management or financial planning - Strong expertise in comprehensive financial planning (investments, retirement, estate concepts) - Interest in or experience with tax planning strategies (EA a plus) - Proven ability to build relationships and develop new business - Entrepreneurial mindset with a proactive, self-starter approach - Excellent communication skills and emotional intelligence - Experience working with high-net-worth individuals and families (preferred) - A collaborative mindset and commitment to long-term growth Benefits - Opportunity to be mentored while growing into a leadership position - Deliver meaningful, holistic financial advice - Build a thriving, relationship-driven practice over time Salary Information The salary range for this position is $125,000 - $175,000 per year, not inclusive of bonus potential. This range reflects a broad set of factors considered in compensation decisions, including skills, experience, training, certifications, and overall business needs. Company Description AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

Join AAFCPAs as a Senior Accountant in Audit and become part of a team that values authenticity, inclusivity, innovation, and professional growth. In this role, you will manage multifaceted and complex assignments for a variety of clients and businesses while guiding other team members in the same. Our ideal candidate demonstrates a breadth and depth of professional knowledge and technical skills, interest in continuous learning, and the ability to build strong relationships with your teams and clients. You will collaborate as appropriate with AAFCPAs’ multidisciplinary team to meet clients’ evolving needs, sharing accountability with the manager and partner in ensuring timely and accurate service delivery and optimal client satisfaction. You will also lead audit engagement teams with an emphasis on clear communication, collaboration, and flexibility while ensuring deliverables are provided at agreed upon timelines. A people-first CPA and consulting firm, AAFCPAs seeks ambitious, proactive individuals with great minds and great hearts. We are committed to fostering a diverse and inclusive environment where you can bring your authentic self to work and feel like you truly belong. We prioritize people over profit, emphasizing meaningful work, self-care, empathy, and support for our team members. Our firm is dedicated to making a positive impact through exceptional service and a people-first approach. If you are driven, compassionate, and eager to contribute to a transformative and socially minded firm, we encourage you to apply. Company Description AAFCPAs is an innovative and forward-thinking firm. We have enjoyed primarily organic growth with a laser focus on people, culture, and a profitable growth mindset. We have a supportive, entrepreneurial, and purposeful culture and plan to remain independent. Our multidisciplinary team of 350+ professionals provide assurance, tax, outsourced accounting, business consulting, IT advisory, and wealth management services to nonprofits, commercial companies, wealthy individuals, and estates. In 2023, we celebrated 50 Years of Impact (1973-2023), and our sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPAs and consulting professionals. AAFCPAs donates 10 percent of its net profits annually to nonprofit organizations. We have an active Inclusion and Belonging committee and a commitment and accountability to these efforts. We publish our Impact Report annually. AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries. This provides our clients with seamless national and global coverage along with an advantageous pay-as-you-use model. Core Competencies Technical Skills - BS/BA degree with a concentration in accounting and active pursuit of CPA - 3+ years of auditing experience with independent or charter schools with a public accounting firm - A service mentality and a thorough understanding of accounting debits and credits along with audit risk areas - Ability to work independently on assignments and address issues or questions with your engagement manager or partner - Strong time management, communication, interpersonal, and organizational skills along with attention to detail - Understand full engagement management process including client expectations, able to leverage your manager’s time well - Ability to build relationships with client staff - Encourage open dialogue and ongoing team communication - Open to learning and practicing effective presentation skills both verbally and written - Learn and employ best practice supervision techniques and use team resources effectively - Research and propose ideas to increase innovation and efficiency - Identify training needs and develop team members - Understand risks and ensure compliance with firm policy - Knowledge and demonstrated proficiency with Microsoft Excel and other Microsoft Office applications - Experience with Pro F/X is a plus Benefits - Competitive Salary and Bonus Plan - Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote) - Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage) - Generous and Flexible PTO - On-staff Leadership and Professional Development Coaching and Training - Complimentary Consultations with AAF Wealth Management Wealth Advisors - Abundant Learning and Development (CPE) Catalog and Resources - Firm-sponsored Memberships (AICPA, State CPA Society, and other Associations) - Zip2CPA and Tailored MBA Programs - Peer-driven and Partner-nominated Awards - Team Member Referral Incentives - Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes The salary range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $89,000 – $ 104,000 per year not inclusive of bonus potential. **Please note that while this position is remote, occasional travel to client locations, corporate meetings and trainings may be required to facilitate effective collaboration and engagement implementation. All your information will be kept confidential according to EEO guidelines. AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.