CPA Tax & Wealth Planning Advisor

What Youll DoAs our CPA Tax & Wealth Planning Advisor, youll 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 ownersPrepare and review individual and business tax returnsBuild multi-year tax projections and evaluate planning alternativesIdentify Roth conversion and retirement distribution opportunitiesEvaluate capital gains, charitable giving, and investment-related tax strategiesAdvise business owners on entity structure, reasonable compensation, QBI, retirement plans, and other tax-planning opportunitiesCoordinate tax planning with retirement, investment, insurance, and estate-planning strategiesParticipate in client meetings alongside our wealth advisorsExplain complex tax concepts to clients in clear, practical termsMonitor tax-law changes and identify planning opportunities for our clientsCoordinate with clients attorneys and other outside professionals when appropriateWhat Were Looking ForRequired QualificationsActive CPA license3+ years of relevant tax experienceStrong knowledge of individual federal income taxationExperience preparing and/or reviewing individual tax returnsWorking knowledge of pass-through entities and small-business taxationStrong analytical and problem-solving skillsExcellent communication skills and confidence working directly with clientsGenuine interest in proactive tax planning and wealth managementPreferred QualificationsExperience working with high-net-worth individuals or business ownersS-corporation and partnership tax experienceExperience with retirement, charitable, estate, or investment-related tax planningExperience with multi-year tax projectionsPrior RIA, financial-planning, family-office, or wealth-management experienceWhy Magnolia WealthAt Magnolia Wealth, tax planning isnt an add-on. Its an important part of how we advise our clients.Youll work alongside our wealth advisors and have the opportunity to see the clients complete financial picturenot just their tax return.We offer:Competitive base salary plus performance-based bonusPredictable MondayFriday scheduleHealth, dental, and vision insuranceLife and disability insurance401(k) with employer matchCollaborative, professional office environmentDirect exposure to complex planning situationsOpportunity to expand your expertise across tax, investments, retirement, and estate planningLong-term professional growth as we continue building our integrated tax and wealth-planning practiceSchedule: MondayFriday, 8:00 AM4:00 PM or 9:00 AM5:00 PMLocation: 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. Youll work directly alongside our wealth management team and participate in client planning meetings.
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