Skip to main content

Careers

At CORDA Investment Management, we believe our people are our greatest asset. We foster a collaborative, client-focused culture where talented professionals can grow their careers while making a genuine difference in the lives of the individuals and families we serve. If you are passionate about financial planning, investment management, or client service, we would love to hear from you.

Healthcare

  • Multiple healthcare plans to fit you and your family
  • 50% of coverage cost paid by CORDA
  • Long Term Disability Insurance

Time Off

  • Every other Friday off
  • 30-day paid sabbatical after five years employment
  • 30-day paid sabbatical every 5 years thereafter

Retirement Plans

  • Company contributions to your 401(k) retirement plans
  • Access to company financial planning tools

Current Openings

CPA / Tax Strategist

We’re seeking a CPA with 3+ years of experience who’s ready to execute work in advanced tax planning. This is a unique opportunity to join a highly collaborative team where your input is valued, your ideas matter, and your work directly contributes to the long-term financial success of our clients. As a key member of our tax planning team, you’ll be responsible for preparing and reviewing tax returns, developing advanced tax strategies, and working closely with advisors and clients to deliver coordinated, forward-looking tax planning. This is not a siloed accounting role. If you’re a CPA who’s ready to think beyond the numbers and become a trusted advisor to exceptional clients, we’d love to hear from you.

View Position

Submit Your Resume

Ready to Begin Your Financial Journey?

Start with a conversation designed to understand your goals, your concerns, and what you want your financial life to look like. From there, we’ll build a plan and portfolio tailored specifically to you, supported by a team that works together on your behalf.
Schedule an Introductory Conversation