Tax & Financial Advisor

Goodwin Recruiting; Nolanville (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Unlimited growth and earning potential

Quarterly distributions

Health insurance premium covered at 75%

Retirement plan with company contribution

Vacation and holiday pay

Quarterly team outings

Relocation assistance

Vision coverage

Life insurance

Disability coverage

Relocation assistance

Team outings

Job summary

A leading financial services firm in Texas is seeking a Tax & Financial Advisor to support clients with their tax and investment needs. The role requires CPA certification and experience in the industry. You will build long-lasting client relationships and provide innovative solutions. This full-time position offers unlimited growth potential and competitive compensation including benefits. Join a collaborative team dedicated to delivering exceptional client service.

Qualifications

• Minimum 2–3 years in the industry supporting Tax and Investment needs.
• Ability to meet clients in person and build long-lasting relationships.
• 2–3 years of industry experience.
• Experience supporting clients with tax and investment needs.
• Creative, solution-focused, and forward-thinking relationship builder.
• Collaborative team player with integrity and grit.

Responsibilities

• Support clients with Tax and Investment services.
• Engage with clients to establish trusted relationships.
• Provide critical and creative solutions to client obstacles.

Skills

Creative, solution-focused thinking

Client relationship building

Integrity

Grit and determination

Education

CPA certification in Texas

Series 7 and Series 65

Job description

Tax & Financial Advisor – Goodwin Recruiting

Our client is a respected and successful tax planning and financial strategy firm deeply rooted in the Central Texas community for over 20 years. They believe in a commitment to their clients, providing exceptional service and lifelong support for their tax and investment needs.

Responsibilities

• Support our clients with both Tax and Investment services.
• Fully engage with clients by meeting them in person or over the phone to establish trusted, long‑lasting relationships.
• Critical and creative thinking to work through obstacles and offer beneficial solutions.

Qualifications

• CPA certified in Texas.
• Series 7 and Series 65 (or ability to obtain them upon hire).
• At least 2–3 years in the industry.
• Experience supporting clients with both their Tax and Investment needs.
• Creative, solution‑focused, and forward‑thinking relationship builder.
• Desire to be part of a collaborative team focused on truly helping clients while encouraging each other to be the best.
• Integrity, grit, and determination.

Benefits

• Unlimited growth and earning potential.
• Quarterly distributions.
• Hourly compensation with significant overtime earning potential.
• Vacation and holiday pay.
• Retirement plan with company contribution starting upon hire.
• Health insurance premium—75% paid by company for employee.
• Dental, Vision, Life, Disability coverage.
• Closed the week of Thanksgiving and Christmas/New Years.
• Quarterly team outings.
• Relocation assistance.

Seniority Level

Mid‑Senior Level

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Staffing and Recruiting