Tax Administrator — Wealth Planning (Houston, In-Office)

Mission Wealth Management Lp; Houston (TX); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Mission Wealth Management Lp is seeking a Tax Administrator in Houston, TX to join a high-performing tax team. You will support the tax preparation process, prepare tax documents, and work closely with wealth advisors to deliver tax-centric planning for high-net-worth families.

The ideal candidate has 1–2 years in tax, strong communication, and a willingness to advance CPA/EA credentials. In-office role with a structured, growth‑oriented environment.

Qualifications

• Bachelor's degree in accounting or related field is required.
• 1–2 years of tax experience desired.
• Pursuing CPA or EA designation encouraged.

Responsibilities

• Collaborate with tax prep team to support high-net-worth clients.
• Prepare/assemble tax documents and planning materials.
• Review client documents for accuracy and completeness.
• Utilize tax software and stay current on tax laws.
• Communicate with advisors and clients clearly.

Skills

Attention to detail

Communication

Microsoft Office

Tax knowledge

Education

Bachelor’s degree in accounting or related field

Tools

Canopy

Tax software

Job description

Mission Wealth Management Lp is seeking a Tax Administrator in Houston, TX to join a high-performing tax team. You will support the tax preparation process, prepare tax documents, and work closely with wealth advisors to deliver tax-centric planning for high-net-worth families.

The ideal candidate has 1–2 years in tax, strong communication, and a willingness to advance CPA/EA credentials. In-office role with a structured, growth‑oriented environment.