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HERITAGE Advisory LLC

Practice areas and careers

Six teams. Different work. One standard.

Choose the area that matches your current skills or the direction in which you want to develop.

Practice areas

What each team does.

Where do I fit

Find the team that matches your background.

Whether your experience is in accounting, tax, audit, FP&A, transaction services, financial modeling, data or automation, we can assess where your skills fit best.

If there is no open position today, you can still send us your profile.

We keep relevant applications on file and contact candidates when a suitable opportunity becomes available.

Open roles

No open roles right now, but we're always meeting people.

Read through the practice areas, see where you fit, and join the talent list below. We get in touch when a matching role opens.

Hiring process

How hiring works.

  1. 01

    Apply

    Send us your CV and tell us which area of work interests you.

  2. 02

    Initial conversation

    We discuss your experience, technical background and what you are looking for.

  3. 03

    Technical assessment

    The assessment is based on the type of work you would actually perform.

  4. 04

    Interview

    We discuss your approach to the work, communication style and ability to learn.

  5. 05

    Offer and onboarding

    Successful candidates receive a clear role scope and onboarding plan before starting client work.

We reply to every applicant, including the ones we do not move forward with.

Talent list

Nothing open that fits? Tell us what you do.

We keep applications on file for [RETENTION_PERIOD] and get in touch when a matching role opens.

Our online forms open shortly.

We are putting the finishing touches to them. Please check back soon.

Careers FAQ

Questions candidates ask.

Do I need to be ACCA, CA or ICAEW qualified?

Not necessarily.

We recruit across different experience levels. Some roles require a relevant professional qualification or substantial technical experience; others are suitable for candidates developing their qualifications.

The requirements are stated in each individual role.

Will I work directly on US clients?

Yes, where the role requires it.

Our teams support live US client work, and responsibilities increase as your technical capability and understanding of the work develop.

What are the working hours?

Our working arrangements are designed around the client work we support, including periods of increased demand during US tax season.

Specific hours and overlap requirements are communicated for each role.

Do you support professional exams?

Where applicable, Heritage supports professional development and qualification pathways relevant to the role.

Is the role onsite or remote?

The working arrangement depends on the position and engagement requirements.

The specific arrangement is stated for each role.

What does the technical assessment involve?

It depends on the position.

A tax role may involve return preparation or tax concepts.

An accounting role may involve reconciliations or financial statements.

An FP&A role may involve financial analysis or modeling.

An advisory role may involve transaction analysis.

The assessment is designed to test the work you would actually be expected to perform.