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As of 3 November 2026, Parallel Advisors has 4 open roles (2 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Lacerte and SurePrep as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- San Francisco, California, United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- private clients, family offices, endowment, foundation and tax-exempt organizations
- Certifications on site
- Site languages
- EN
- Career system
- Lever
Parallel Advisors in one screen
Read from paralleladvisors.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Parallel Advisors is a registered investment advisory (RIA) firm that provides comprehensive wealth management, investment advisory, tax planning and trust services for private clients, family offices and endowment, foundation and tax-exempt organizations. Its offerings include estate and wealth transfer, retirement plan services and divorce financial services. The firm operates across multiple U.S. locations including San Francisco, Ann Arbor, Beverly Hills and Denver.
Named on the site: private clients, family offices, endowment, foundation and tax-exempt organizations, tax-exempt organizations.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 587 scored.
What Parallel Advisors says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• CRM experience (Salesforce preferred) a plus.• Understand and work with tax software including SurePrep, Lacerte, and Canopy• Understand and work with tax software including SurePrep, Lacerte, and CanopyQBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate.Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e.Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e.Vendors whose code loads on paralleladvisors.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
4 open roles, 3 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 2 · 2 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Parallel Advisors to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Parallel Advisors
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 587 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Parallel Advisors (San Francisco, United States, 51-200 employees) has 4 open roles, 2 new in 30 days, and names 6 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/paralleladvisors.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from paralleladvisors.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Lever career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Parallel Advisors: questions
Does Parallel Advisors use Salesforce?
Yes, by the company's own words: 4 postings name it, first seen 2026-07-02, in the finance & accounting team.
Is Parallel Advisors hiring?
4 open roles as of 3 November 2026, 2 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From paralleladvisors.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Lever) hourly since. Headcount is from LinkedIn.
Who should I write to at Parallel Advisors?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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