CPA & Tax Strategist — Advanced Wealth Planning

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

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.