Achieve your purpose.

At Heritage, we believe that our business is only as strong as our individual team members. That’s why we nurture your career by introducing you to a wide range of client services, providing you with ongoing training and development and supporting you with a collaborative and creative work environment. We are proud to offer a hybrid work environment as we believe in work/life flexibility, giving you the option to advance your career no matter where you are.

We are an entrepreneurial organization of passionate financial experts, each devoted to delivering outstanding service to clients amid complex financial issues. Come be a part of our energetic, challenging and rewarding culture and let us help you achieve your purpose.

Click here for more insight from our CEO, Dee Ann Remo, on work life balance.

Where are your interests?


We provide an opportunity to practice tax at a different level than your average CPA firm. You will be working directly with clients on complex and challenging returns.

Click here to view our current tax openings.


We believe that successful investment plans depend on many things: a long-term view of the investment landscape, diversification of assets and disciplined portfolio construction and maintenance.

Click here to view our current Investment openings.

Financial Planning

We work one on one with clients to provide integrated strategies to build and preserve wealth through investment, estate, philanthropic, and tax planning.

Click here to view our current Financial Planning openings.

Current Postings.

Our Values.

Integrity brings peace of mind by ensuring honesty, responsibility and good faith.
Intellectual curiosity leads us to start every conversation with a question.
Collaboration breeds confidence that we are concerned about what matters to our clients and team members.
Passion leads to an unparalleled commitment to helping our clients fulfill their purpose.

Don’t see an open position that fits your area of focus? That’s okay! We encourage you to send us your resume and tell us why you’re interested in joining the Heritage team!