Altum Partners - Certified Public Accountants

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  • Our Team
    • Mark Beeman, Partner
    • Jim Donaldson, Partner
    • Sara Hallihan, Partner
    • Stacy Hoffman, Partner
    • Nataliia Avdeeva
    • Anamaria Campean
    • Catherine Chalfant
    • Denise Columbia
    • Andrew Danh
    • Daniel Habtewold
    • Rachita Kothari
    • Andria Motu
    • Prerna Saxena
    • Shree Velusamy
  • Careers
    • Open Positions
    • Our Benefits
    • Our Events
  • Contact Us

Our Benefits

Group Medical Insurance

Our medical benefits are serviced through Kaiser and Anthem and include both traditional plans as well as high-deductible plans with an HSA component. Employees can also choose from a variety of PPO or HMO plans to best suit their needs. The majority of the cost of premiums for the employee is covered under all plans that are offered.

Employee premiums for vision are 100% paid by the Company through Principal/VSP Vision.

Employee premiums for dental are 100% paid by the Company through Principal Dental.

Retirement Savings

We offer both a traditional 401(k) and a Roth Retirement Savings plan. Our employees are eligible to participate in our plan after 6 months of continued employment.

The Company contributes 3% of eligible salaries to our employees’ plans each year.

Additional benefits

  • Firm Provided Short Term Disability
  • Firm Provided Long Term Disability
  • Firm Provided Basic Term Life Insurance
  • Voluntary Life and Accident Insurance
  • Employee Assistance Program (EAP)

Paid Time Off, Holidays and Events

We offer a generous PTO plan for our exempt salaried employees which include:

  • 4 weeks of PTO for tax staff and management;
  • 5 weeks of PTO upon promotion to the Senior Management tax team;
  • Paid time off for 8 holidays throughout the year;
  • Multiple Firm team events throughout the year including firm lunches, after tax season parties, summer outings, and an annual holiday party.

Flex Time and Telecommuting

We make every effort to help our employees balance their personal and professional lives, while maintaining the integrity of our Firm. Laptops are provided to assist in this effort as well as access to our programs through remote applications.

Commitment to Our Team and Our Clients

We highly encourage our team to obtain their CPA license to further their career and be better able to assist with client planning and compliance. In support of this philosophy we have the following benefits related to CPA licensure:

  • Reimbursement of $1,000 per section passed while employed at the Company;
  • A weekend Celebration Cruise for two through the company upon receipt of CPA license;
  • Reimbursement of Continuing Professional Education classes.
  • Careers
  • Open Positions
  • Our Benefits
  • Our Events

Altum Partners LLP

Home
About Us
Services
Careers

Our Management Team

Mark Beeman, Partner
Jim Donaldson, Partner
Sara Hallihan, Partner
Stacy Hoffman, Partner
Nataliia Avdeeva
Anamaria Campean
Catherine Chalfant
Denise Colombia
Andrew Danh
Daniel Habtewold
Sara Hallihan
Rachita Kothari
Andria Motu
Prerna Saxena
Shree Velusamy

Our Location

181 Metro Drive, Suite 290
San Jose, CA 95110
Phone: 408.703.6036
Fax: 408.512.1880
Map & Directions

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