Tax & Wealth Planning CPA for High‑Net‑Worth Clients

Magnolia Wealth; Spring (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with employer match

Collaborative office environment

Job summary

Magnolia Wealth is hiring a CPA – Tax & Wealth Planning Advisor in Spring, Texas. You’ll serve as a key tax resource within our wealth management team, delivering proactive tax planning and year-round compliance for high-net-worth clients.

You’ll prepare and review individual and business tax returns, build multi-year projections, and coordinate with attorneys and other professionals. This in-office, client-facing role offers a base salary with bonus potential and a collaborative environment.

Qualifications

• Active CPA license 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.
• Excellent analytical and problem-solving skills.
• Excellent communication skills and confidence working directly 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

CPA license

Tax experience

Federal income tax

Individual returns

Pass-through entities

Analytical skills

Communication skills

Proactive tax planning

Job description

Magnolia Wealth is hiring a CPA – Tax & Wealth Planning Advisor in Spring, Texas. You’ll serve as a key tax resource within our wealth management team, delivering proactive tax planning and year-round compliance for high-net-worth clients.

You’ll prepare and review individual and business tax returns, build multi-year projections, and coordinate with attorneys and other professionals. This in-office, client-facing role offers a base salary with bonus potential and a collaborative environment.