CPA/ Tax Strategist

The Well; Houston (TX); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Revenue share bonus

Professional development support

Job summary

A wealth management firm in Houston is searching for a CPA with 3–5 years of experience focused on advanced tax planning. In this role, you will prepare and review tax returns, collaborate with advisors to develop proactive tax strategies, and engage with clients to provide insights into tax-related topics. This position offers a competitive salary between $100k and $120k, as well as a revenue share bonus structure, fostering a culture of growth and collaboration.

Qualifications

• 3–5 years of tax experience, preferably with high-net-worth individuals.
• Strong technical knowledge in tax compliance and planning.
• Ability to communicate complex tax strategies in a client-friendly manner.

Responsibilities

• Prepare and review individual trust and business tax returns.
• Collaborate with wealth advisors on proactive tax strategies.
• Research advanced tax planning strategies.

Skills

Tax compliance

Advanced tax planning

Communication

Team collaboration

Education

CPA certification

Job description

Houston, TX (Open to Dallas or Austin also)

Position Type

Full-Time | Salary + Revenue Share Bonus | % of Tax Fees

About Us

We are a forward-thinking, client-focused wealth management firm dedicated to serving high-net-worth individuals. Our mission is to provide proactive, integrated financial and tax planning. We aim to create lasting impact through strategy, collaboration, and insight.

Position Overview

We’re seeking a CPA with 3–5 years of experience who’s ready to execute work in advanced tax planning. This is a unique opportunity to join a highly collaborative team where your input is valued, your ideas matter, and your work directly contributes to the long-term financial success of our clients. As a key member of our tax planning team, you'll be responsible for preparing and reviewing tax returns, developing advanced tax strategies, and working closely with advisors and clients to deliver coordinated, forward-looking tax planning. Also be a team member for business transition planning for our clients. This is not a siloed accounting role. If you’re excited about being part of a team, learning advanced strategies, and working with dynamic clients, we want to hear from you.

What You’ll Do

• Prepare and review individual trust, and business tax returns for high-net-worth clients
• Collaborate with wealth advisors on proactive tax strategies throughout the year— not just at tax time
• Research and implement advanced tax planning strategies including entity structuring, retirement planning, charitable strategies, and equity compensation planning.
• Be involved with the planning team, helping clients with business succession planning
• Participate in client meetings and strategy sessions
• Maintain a deep understanding of evolving tax laws and how they impact our clients
• Build meaningful relationships with clients and help educate them on tax-related topics in plain language
• Contribute to a team-first culture where collaboration, communication, and mutual respect drive success

What We’re Looking For

• 3–5 years of tax experience, preferably with high-net-worth individuals and closely held businesses
• A proactive, growth-oriented mindset—you're not just looking for a job, you're looking to grow your career in the advisory space
• Strong technical knowledge in tax compliance and planning
• Ability to communicate complex tax strategies in a client-friendly, understandable way
• A collaborative spirit—you enjoy being part of a team and contributing to something bigger than yourself
• Interest or experience in financial planning and wealth management is a bonus
• An entrepreneurial opportunity to grow your compensation.
• Competitive base salary ($100k to 120k)
• Revenue share bonus structure for great upward compensation potential
• Professional development support for continuing education and certifications
• A values-driven culture where you’re seen, heard, and respected

Ready to Join Us?

If you're a CPA who’s ready to think beyond the numbers and become a trusted advisor to exceptional clients, we’d love to hear from you.