Tax Strategist & Financial Planner
CPA / Tax Strategist & Financial Planner – Wealth Management FirmLocation: Houston, TX (Hybrid – 3 days in office)Compensation: Competitive base salary + performance/commission on plans and tax filings (no caps on earning potential) + comprehensive benefitsOur client is growing—and we’re hiring a CPA / Tax Strategist & Financial Planner to join their collaborative wealth management team.They’re a client-centered RIA serving high-net-worth individuals and families, bringing together investment management, financial planning, and tax strategy under one roof. If you’re a CPA ready to think beyond the return and become a trusted advisor—we want to talk.Why this role?Step into a non-siloed advisory role where your input shapes client outcomes year-round—not just at tax timeCollaborate directly with wealth advisors and clients on forward-looking, integrated financial strategiesWork on advanced tax planning—entity structuring, retirement planning, charitable strategies, equity compensation, and business successionJoin a close-knit, high-trust team that values new ideas, mutual respect, and genuine collaborationGrow your career in the wealth management and advisory space with long-term opportunity aheadWhat you bring:CPA license required; CFP® (or progress toward it) strongly preferredSeveral years of tax experience, ideally with high-net-worth individuals and closely held businessesStrong technical knowledge in tax compliance and planningAbility to communicate complex strategies in a clear, client-friendly wayA collaborative, growth-oriented mindset—you’re not just looking for a job, you’re looking to build somethingInterest or experience in financial planning and wealth management is a bonusWhat we offer:Competitive base salary, commensurate with experiencePerformance bonus structureHybrid schedule – 3 days in office, Houston, TXComprehensive health, dental, and vision insurance401(k) planPaid time off + holidaysA collaborative, supportive team culture where your ideas are heard and your work matters