Tax Advisor (CPA) – Wealth Management Firm

Magnolia Wealth; Spring (TX); On-site; USD 105,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Life and disability insurance

401(k) with employer match

Competitive base salary plus bonus

Collaborative office environment

Exposure to complex planning scenarios

Professional growth across tax and 财富—

Job summary

Magnolia Wealth is seeking a CPA Tax & Wealth Planning Advisor to serve as a key tax resource within our wealth management team. You will provide ongoing tax compliance and proactive, multi-year planning for high-net-worth clients and business owners.

In this in-office, client-facing role, you’ll develop tax strategies, prepare returns, run multi-year projections, and discuss planning options with clients. Monday–Friday schedules apply in Spring, TX, with future relocation to The Woodlands as we

Qualifications

• Active CPA license is required.
• 3+ years of relevant tax experience.
• Strong knowledge of individual federal income taxation.
• Experience preparing and/or reviewing individual tax returns.
• Working knowledge of pass-through entities and small-business taxation.
• Strong analytical and problem-solving skills.
• Excellent communication skills and confidence with clients.
• Genuine interest in proactive tax planning and wealth management.

Responsibilities

• Develop proactive tax strategies for high-net-worth individuals, families, retirees, and business owners.
• Prepare and review individual and business tax returns.
• Build multi-year tax projections and evaluate planning alternatives.
• Identify Roth conversion and retirement distribution opportunities.
• Evaluate capital gains, charitable giving, and investment-related tax strategies.
• Advise business owners on entity structure, reasonable compensation, QBI, retirement plans, and other tax-planning opportunities.
• Coordinate tax planning with retirement, investment, insurance, and estate-planning strategies.
• Participate in client meetings alongside our wealth advisors.
• Explain complex tax concepts to clients in clear, practical terms.
• Monitor tax-law changes and identify planning opportunities for our clients.
• Coordinate with clients’ attorneys and other outside professionals when appropriate.

Skills

Tax planning

Tax compliance

Tax projections

Individual federal income taxation

Return preparation/review

Pass-through entities taxation

Client communication

Analytical thinking

Problem solving

Wealth management collaboration

Multi-year planning

Education

Active CPA license

Job description

What You’ll Do

As our CPA – Tax & Wealth Planning Advisor, you’ll serve as a key tax resource within our wealth management team, helping clients with both ongoing tax compliance and proactive, multi-year planning.

Your responsibilities will include:

• Develop proactive tax strategies for high-net-worth individuals, families, retirees, and business owners
• Prepare and review individual and business tax returns
• Build multi-year tax projections and evaluate planning alternatives
• Identify Roth conversion and retirement distribution opportunities
• Evaluate capital gains, charitable giving, and investment-related tax strategies
• Advise business owners on entity structure, reasonable compensation, QBI, retirement plans, and other tax-planning opportunities
• Coordinate tax planning with retirement, investment, insurance, and estate-planning strategies
• Participate in client meetings alongside our wealth advisors
• Explain complex tax concepts to clients in clear, practical terms
• Monitor tax-law changes and identify planning opportunities for our clients
• Coordinate with clients’ attorneys and other outside professionals when appropriate

What We’re Looking For

Required Qualifications

• Active CPA license
• 3+ years of relevant tax experience
• Strong knowledge of individual federal income taxation
• Experience preparing and/or reviewing individual tax returns
• Working knowledge of pass-through entities and small-business taxation
• Strong analytical and problem-solving skills
• Excellent communication skills and confidence working directly with clients
• Genuine interest in proactive tax planning and wealth management

Preferred Qualifications

• Experience working with high-net-worth individuals or business owners
• S-corporation and partnership tax experience
• Experience with retirement, charitable, estate, or investment-related tax planning
• Experience with multi-year tax projections
• Prior RIA, financial-planning, family-office, or wealth-management experience

Why Magnolia Wealth

At Magnolia Wealth, tax planning isn’t an add-on. It’s an important part of how we advise our clients.

You’ll work alongside our wealth advisors and have the opportunity to see the client’s complete financial picture—not just their tax return.

We offer:

• Competitive base salary plus performance-based bonus
• Predictable Monday–Friday schedule
• Health, dental, and vision insurance
• Life and disability insurance
• 401(k) with employer match
• Collaborative, professional office environment
• Direct exposure to complex planning situations
• Opportunity to expand your expertise across tax, investments, retirement, and estate planning
• Long-term professional growth as we continue building our integrated tax and wealth-planning practice

Schedule: Monday–Friday, 8:00 AM–4:00 PM or 9:00 AM–5:00 PM

Location: This position will initially be based in our Spring, Texas office and will transition to our future office in The Woodlands.

This is an in-office, client-facing position. You’ll work directly alongside our wealth management team and participate in client planning meetings.