CPA Tax Strategist & Financial Planner - Wealth Advisory
The Well
The Well in Houston, TX is seeking a CPA / Tax Strategist & Financial Planner to join their growing wealth management team. This collaborative role offers a hybrid schedule with 3 days in the office, focusing on advanced tax planning and client-centered strategies. Candidates must possess a CPA license and experience with high-net-worth clients. The position provides a competitive salary, performance bonuses, and comprehensive benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr The Well
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the CPA Tax Strategist & Financial Planner - Wealth Advisory in Houston, TX vacancy
- ...LLC is a client-centered wealth management firm serving... ...investment management, financial planning, and tax strategy in one... ...fiduciary responsibility. CPA (Tax Strategist & Financial Planner) We’re seeking a CPA with... ...grow your career in the advisory space Strong technical...TaxPermanent employment
$100k - $120k
A wealth management firm in Houston is searching for a CPA with 3-5 years of experience focused on advanced tax planning. In this role, you will prepare and review tax returns, collaborate with advisors to develop proactive tax strategies, and engage with clients to provide...Tax$100k - $120k
...Revenue Share Bonus | % of Tax Fees About Us We are a... ..., client-focused wealth management firm dedicated... ...proactive, integrated financial and tax planning. We aim... ...Overview We’re seeking a CPA with 3-5 years of... ...grow your career in the advisory space Strong technical...TaxFull time- ...performance/commission on plans and tax filings (no caps on earning... ...is growing—and we’re hiring a CPA / Tax Strategist & Financial Planner to join their collaborative wealth management team. They’re a... ...role? Step into a non-siloed advisory role where your input shapes client...TaxWork at office
- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your... ...and guidance. Merrill's Financial Advisors and Wealth Management... ...personal relationship with their advisory team committed to their... ...and individuals ~ Strong Tax, legal research and writing...TaxPrivate practiceWork at officeWork from homeShift workDay shift
Bank of America
Houston, TX1 day ago $116.19k
Private Wealth Management Trust Advisor... ...and providing advisory services and... ...assessing a client's financial situation to... ..., Estate/Tax Law, Financial... ...Public Accountant (CPA), Master of Business... ...Financial Planner (CFP), Accredited... ...Certified Wealth Strategist (CWS) Skills...TaxFull timeWork at officeFlexible hours$116.19k
...Regions, the Private Wealth Management... ...and providing advisory services and support... ...a client's financial situation to... ...Administration, Estate/Tax Law, Financial... ...Accountant (CPA), Master of... ...Certified Financial Planner (CFP),... ...Certified Wealth Strategist (CWS) Skills and...TaxFull timeWork at officeFlexible hours- ...THE ROLE: The Senior Wealth Strategist serves as the primary... ...worth) with complex financial needs. This role partners... ...across estate, income tax, gift and estate tax,... ...planning. Client Advisory Skills: Strong consultative... ...Credentials: JD, CPA, CFP®, or equivalent credentials...TaxBank staffShift work
Fifth Third Bank, N.A.
Houston, TX22 hours ago $157.2k
...Name Director, Wealth Strategist Posting Title Director... ...Job Category Tax Specialty Advertised... ...multigenerational families manage financial complexity with... ...with Tax, Wealth Advisory, and other firm service... ...a related field CPA license, CTFA, LLM, or...TaxHourly payFull timeWork at officeFlexible hoursForvis Mazars, LLP
Houston, TX9 hours ago- ...Investment Management in Houston, Texas, is seeking a CPA (Tax Strategist & Financial Planner) to join their team. This position involves preparing and... ...advanced tax strategies in collaboration with wealth advisors. The ideal candidate will hold a CPA license and...Tax
$100k
...Are you a CPA done getting run over every spring & fall? An attorney tired of wrestling... ...with clients over billable hours? A wealth strategist or private banker exhausted by... ...someone who runs toward chaos (legal, tax, financial, emotional) & leaves order in their wake...TaxHourly payFor contractorsWork at officeImmediate startShift workMosaic
Houston, TX4 days ago$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you... ...their opportunities. Aprio Advisory Group, LLC is a progressive,... ...advice at the intersection of Tax Planning, Financial Planning, and investment Management... ...Assistance Program and CPA support program with cash...TaxFull timeWork at officeLocal areaRemote workFlexible hoursAprio
Houston, TX5 days ago- ...an experienced Private Wealth Advisor to step into an... ...supported by a dedicated financial planning and investment... ...retirement, estate, tax, and multi-generational... ...preferred (MBA, MS Finance, CPA, CAIA, etc.) Series 65... ...within a team-based advisory model What Sets This Opportunity...Tax
- ...and ultra-high net worth wealth clients. Responsible for developing... ...and sound personal financial planning and financial advisory concepts to provide an... ...Certified Public Accountants (CPA), attorneys, civic... ...death and dismemberment, tax-preferred savings accounts...TaxFull timePart timeWork at officeLocal areaShift workDay shift
- Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A... ...business to join its expanding advisory team. This role is designed for... ...Deliver holistic financial planning across: Investment strategy... ...strategy and portfolio construction Tax‑aware planning Retirement and...Tax
- Sr Associate, Wealth StrategistSkip to main contentPlease view Northern... ...CareersSr Associate, Wealth Strategist page is loaded## Sr Associate... ...recognized, award-winning financial institution that has been in... ...consulting, estate and tax planning). Attend meetings and...TaxWork experience placementFlexible hours
- ...USA ABOUT THE ROLE At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well‑being, delivering... ...clients and their other advisors (tax, estate, etc.), coordinates deliverables... ...THE LIFE Act as the primary advisory point of contact for clients,...TaxWork at officeImmediate startVisa sponsorship
$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ...Yourself. The Private Wealth Advisor (Private Client... ...collaborate with your advisory team to grow and maintain... ...strategies, financial planning, tax and income optimization... ...performing Advisor & Planner in the Personal...Tax16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- R&M Accounting and Tax Service, located in Houston, is looking for a Mid-Level Certified Public Accountant (CPA) to join our family-oriented team. In this role, you will have the opportunity to handle diverse accounting tasks while interacting closely with clients. We...TaxWork at office
- At Insight Wealth Strategies, we’ve built our firm around one simple idea: financial planning works best when everything... ...bring fully in-house: tax. That’s where you come... ...for an experienced CPA, or a small CPA firm,... ...collaborate directly with our advisory team to align tax...TaxFlexible hours
- ...serving the clients' best interest. As a Wealth Advisor, you will connect directly with clients... ...clients as they work toward their financial goals. You’ll play a vital role in helping... ...Required) License/Certification: CFP or CPA or CFA (Required) Work Location: The Goff...Live in
- .../ SUMMARY: Senior Wealth Advisors are responsible... ..., and delivery of financial planning services to new... ...planning, estate planning, tax planning, and product... ...maintain, and update call planner, pipeline, and closed... ...clients ~ CFP, JD, MBA or CPA preferred ~ Highly...TaxLocal area
Hancock Whitney
Houston, TX6 days ago - ...high-net-worth individuals and small businesses. Our team includes Attorneys, CPAs, and CFPs offering services in wealth management, financial planning, tax and estate strategies, and global investments. We are the Advisor to the Commonwealth Funds ( as well as a number...Tax
- A financial services company seeks a Senior Wealth Advisor to develop comprehensive wealth strategies for high net worth... ...tailored financial, estate, and tax planning solutions. Required qualifications... .... Preferred certifications (CFP, CPA) are also desirable. This is a full...TaxFull time
- As a Wealth Advisor, you have the opportunity to create a significant impact on your clients... ...assist your clients in achieving their financial goals and help build a brighter future... ...insurance, annuities, retirement plans, and tax planning strategies. Stay updated on...TaxWork at office
$80k - $95k
...robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and... ...regulatory issues, liquidity needs and tax implications to devise customized financial...TaxWork experience placementWork at office$80k
Dew Wealth Management is seeking an Associate Advisor located in Houston, Texas. This role... ...with Advisors to deliver high-level financial insights for successful entrepreneurs managing... ..., with a strong emphasis on advanced tax planning. The annual compensation is $80,...TaxWork at office$170k - $210k
...Senior Wealth Advisor (Houston, TX) Join us and help families amplify and simplify their financial lives with confidence. The Senior Wealth Advisor... ..., financial planning, tax, estate planning, and more.... ...Licenses: Certified Financial Planner (CFP) designation required....TaxTemporary workWork at officeRemote workMonday to Friday- Job Summary The Wealth Path Wealth Advisor works in a client... ...expert in investments, tax, pension, estate, insurance, and general financial planning. Analyze,... ...Certifications: Certified Financial Planner (CFP) designation;... ...(ChFC, PFS, CFA, CIC, CPA, JD, PhD, MS, MBA, MTx,...TaxTemporary workLocal areaMonday to Friday
- ## Financial Wealth Advisor - Houston TXApplylocations: TX-Houstontime type: Full timeposted on: Posted Todayjob requisition id: JR2600668Who... ...Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.* Volunteer Time Off:...TaxFull timeWork at officeLocal areaImmediate startWork from homeRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CPA Tax Strategist & Financial Planner - Wealth Advisory. Be the first to apply!
Related searches