About the tax planning role:

We are a Texas-based independent Wealth Management firm that serves successful executives, business owners, and families across the US and abroad. We offer an opportunity to use your CPA designation for strategic tax planning while enhancing your skillset with a firm-sponsored CERTIFIED FINANCIAL PLANNER® (CFP®) designation process. If you are an early to mid-career professional with a strong background in tax accounting and are looking for a new opportunity, we encourage you to apply.

As a part of our team, you will play a crucial role in our organization by providing comprehensive wealth management services to our clients. Initially, your contributions will predominantly be tax planning and strategy focused as you receive specialized training in other areas of wealth management and proceed through the CFP® designation educational process. Ultimately, you will work in a team environment with our expert advisors to ensure optimized tax and wealth management outcomes for our clients.