Careers at Index Fund Advisors

Index Fund Advisors, Inc. (IFA) is a fee-only investment advisory and wealth management firm founded in 1999, that provides risk-appropriate, globally diversified, passive investment strategies and wealth services to individuals and institutions with a fiduciary standard of care. Headquartered in Irvine, CA, IFA serves over 2,000 clients throughout the country. More About IFA.

Open Job Opportunities:

• Wealth Advisor Representative
• Senior Tax Accountant

Wealth Advisor Representative

Index Fund Advisors (IFA) is expanding rapidly and we are seeking passionate, self-motivated individuals to become Wealth Advisors. As a Wealth Advisor, your role is to deliver personalized investment solutions to individual and institutional client types and help them build secure financial futures through experienced advice, evidence-based investment strategies and extensive investment education. IFA supports all their Wealth Advisors with resources, training and more to help ensure the success of the advisor as well as the success of the client's long-term relationship.

What can an IFA Advisor expect?

• Industry-leading investment strategies on passive index investing supported by a full-suite of wealth service advice
• Company-provided operational and client services support
• Ongoing business development support including corporate lead generation, customized marketing and networking opportunities
• High tech, high-touch corporate environment that is continually innovating
• Unlimited earning potential
• The opportunity to succeed while maintaining a flexible, balanced life
• Competitive benefits

Qualifications

• Ideal candidate has a proven track record of prospecting new financial services clients with a verifiable ability to close business. Candidate must be outgoing, personable, focused and understand that success requires dedication and hard work
• Prior experience as a financial advisor, wealth manager, investment consultant, stockbroker or finance manager is essential. Existing client relationships is preferred.
• Sales experience with a proven track record of success is required.
• Must be driven to sell and continually learn about the benefits of passive investing
• College degree or qualified experience required
• Series 65 required (will assist qualified candidates in obtaining)

Opportunities exist nationwide. CFA and CFP candidates are welcome to apply.

Please submit resume via email to Wes Long , President of Index Fund Advisors.

Senior Tax Accountant

IFA Taxes – A Division of Index Fund Advisors

Salary: $100,000 – $150,000 per year | Full-Time | CPA Required | In-Person/Remote

IFA Taxes, a division of Index Fund Advisors (IFA), is a growing tax and accounting practice serving a national client base of individuals, families, trusts, and business entities. As part of a respected Registered Investment Advisor (RIA), we provide integrated tax planning, tax preparation, and advisory services designed to support long-term financial success.

We are seeking an experienced and motivated Senior Tax Accountant who is passionate about taxation, client service, and continuous professional growth. This is an excellent opportunity for a CPA who enjoys both technical tax work and strategic planning in a collaborative, growth-oriented environment.

The ideal candidate is a proactive professional with strong technical expertise, excellent communication skills, and the ability to manage multiple priorities while delivering exceptional client service.

Key Responsibilities

• Prepare and review federal and state tax returns for:
  • Individuals
  • Partnerships
  • S corporations
  • C corporations
  • Trusts and estates
• Assist with proactive tax planning strategies for clients
• Perform tax research and analyze complex tax issues
• Prepare detailed workpapers and supporting documentation
• Correspond with federal and state tax authorities
• Assist with IRS and state tax examinations, notices, and protests
• Prepare quarterly estimated tax calculations and extension filings
• Prepare property tax and sales & use tax returns, when applicable
• Identify tax and accounting issues and recommend practical solutions
• Review fixed assets for compliance with applicable tax depreciation methods
• Collaborate with advisors and other departments to support integrated client planning
• Build and maintain strong internal and client relationships

Qualifications

• Bachelor’s degree in Accounting required
• Active CPA license required
• 5+ years of public accounting tax experience
• Strong experience preparing and reviewing complex tax returns
• Solid understanding of federal and state tax regulations
• Experience with tax research and resolving technical tax issues
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to work independently while contributing to a collaborative team environment
• Strong time management skills and ability to manage multiple deadlines

Preferred Experience

• Big 4 or large regional accounting firm experience preferred, but not required
• Experience working with high-net-worth individuals and closely held businesses
• Familiarity with integrated tax and financial planning environments
• Experience with:
  • Thomson Reuters
  • Lacerte
  • Intuit ProConnect
  • QuickBooks Online
  • Microsoft Office Suite
  • Other professional tax and accounting software platforms

What We Offer

• Competitive compensation based on experience
• Medical, dental, and vision insurance
• 401(k) with company matching
• Paid time off and holidays
• Life and disability insurance
• Opportunity for long-term professional growth
• Collaborative and professional work environment
• Exposure to a diverse and sophisticated client base
• Opportunity to work alongside experienced financial advisors and tax professionals

About IFA Taxes

IFA Taxes is part of Index Fund Advisors, an established SEC-registered investment advisory firm serving clients nationwide. Our tax practice is focused on delivering high-quality tax compliance, planning, and advisory services with an emphasis on long-term client relationships and integrated financial strategies.

Job Details

• Job Type: Full-time
• Compensation: $100,000 – $150,000 per year
• License/Certification: CPA (Required)
• Work Location: In person and remote

Please submit resume via email to Wes Long , President of Index Fund Advisors.