Tax & Wealth Planning CPA for High‑Net‑Worth Clients
Magnolia Wealth
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. #J-18808-Ljbffr Magnolia Wealth
- What You’ll Do As our CPA - Tax & Wealth Planning Advisor, you’ll serve as a key tax resource within... ...our wealth management team, helping clients with both ongoing tax compliance and... ...Develop proactive tax strategies for high-net-worth individuals, families, retirees, and...TaxHigh net worthWork at officeMonday to Friday
- ...accountant working on bookkeeping, audit, and tax. We are seeking an energetic, detail-... ...and ease in the presence of staff and client representatives. Essential Functions Performs... ...and client deadlines. Participates in planning and scheduling client engagements. Directs...Tax
- ...the Managing Director, the Wealth Manager provides personalized... ..., and comprehensive planning solutions to help clients achieve their financial goals... ...Leveraging expertise across tax and investment strategies,... ...relationships and delivering high‑quality planning support. The...TaxWork at officeRelocation
- Haynie & Company in Spring, TX seeks a Tax Senior Associate to deliver precise federal and state tax returns and build trusted client relationships. You will handle increasingly complex... ...with timely, accurate tax support. CPA eligibility and a master’s degree are preferred...Tax
- As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll prepare accurate... ..., a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax...TaxHourly paySeasonal work
- H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local office in Spring, TX. You will work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and relationships. You’ll start with training...TaxHourly paySeasonal workWork at officeLocal area
- ...Job Description As a Tax senior at this firm, you will play... ...crucial role in overseeing our clients' tax matters. You will be... ...laws. Provide strategic tax planning and consulting to clients.... ...Certified Public Accountant (CPA) certification is required....TaxLocal area
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...High net worthLocal area
- ...Play On Our Team We are seeking a highly skilled and experienced Senior Tax Advisor ready to take on complex challenges... ...with a strong background in tax planning skills, who possesses the following... ...and leading discussions with clients Strong project management skills...TaxPart timeFlexible hours
- ...superior hands-on contact for Bank customers. These clients are high-income earners or high-net-worth clients. This is accomplished through customized credit... ...non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services Coordinate...High net worthWork experience placement
- ...the United States, providing full-service tax preparation and expert advice. You will collaborate... ...advisory services to deliver a seamless client experience. You will grow the local client... ...and business tax needs, while maintaining high service #J-18808-Ljbffr Intuit CareersTaxLocal area
- ...a growing full-service CPA firm founded in 2007 and... ...for the number of audit clients. M&K CPAS focuses on providing... .... The firm also offers tax preparation services to... ...information, and planning opportunities. Respond promptly... ...a client-service focus. High level of professionalism...TaxWork at officeLocal areaRelocationMonday to FridayAfternoon shift
$36.5 - $43.5 per hour
...Job Title: Senior Tax Specialist Job Description The Senior Tax Specialist oversees... ...compliance across all states, leads tax planning and reporting activities, and ensures... ...corporate talent solutions to thousands of clients across the globe. Specialized in accounting...TaxPermanent employmentTemporary workLocal area$61k - $119k
...business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...contractors 3 for income tax purposes, and a statutory employee... ...and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...TaxFull timeContract workFor contractors$1,000 per month
...building an integrated financial planning practice from the ground up.... ...to build your business and client base Develop and execute on... ...ambitions and curiosity for sales Highly involved on campus (leader,... ...contractors for income tax purposes, and a "statutory employee...TaxFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you... ...are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance...TaxFor contractorsWork at office- ...The Woodlands, Texas with 1 office serving clients throughout the region, we are a TOP Ranked Family Law & Estate Planning Firm focused on helping individuals and families... ...disputes, complex property division, high-net-worth family matters, probate, and estate planning...High net worthWork at officeLocal areaFlexible hours
- A major energy corporation is seeking a Senior Tax Advisor in Spring, Texas. The ideal candidate will have at least 5 years of tax planning experience, specializing in both domestic and international tax issues. Responsibilities include advising on major transactions and...Tax
- Intuit Inc. is looking for dedicated TurboTax Local Service Experts to provide year-round tax preparation services. You will engage with clients either in-person or virtually, ensuring they receive expert tax advice tailored to their unique situations. This role emphasizes...TaxLocal area
- ...the Firm: Well-established CPA firm of around 40 professionals... ...relationships—both with our clients and our team—and offer flexibility... ...looking for an Experienced Tax Associate with 2–6 years of... ...and trusts Assist with tax planning and research for a variety of...TaxFlexible hours
- ...Job Description Job Description Sr. Tax Specialist About PURIS: PURIS operates across North America as the largest independent... ...processes to ensure compliance. Lead all tax related planning and reporting including filing of corporate tax returns. Stay...TaxTemporary workLocal area
$105.5k - $243k
...business unit finance teams, corporate FP&A, tax, and other stakeholders to support revenue... ...in accounting, finance, or business; CPA, MBA, or other advanced certification preferred... ...Transformation Empathy, Financial Planning and Analysis (FP&A), Follow‑Through, Growth...TaxWork at officeWorldwide2 days per week- ...On Our Team Provide strategic insights on tax issues to tax compliance and other functions Develop and implement tax planning of business transactions Collaborate with senior... ...collaborating effectively with colleagues, clients and other support functions Shares...TaxPart timeFlexible hours
- ...suited for someone who enjoys building strong client relationships, managing core accounting... ...completeness.• Coordinate bookkeeping, tax support, and advisory-related deliverables... ...monitoring work scope and helping maintain a high level of client satisfaction.• Partner...TaxPermanent employmentContract work
$30 - $32 per hour
...communications. This role will assist with the planning and execution of large-scale trade shows... ...Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available... ...'re partners in transformation. We help clients activate ideas and solutions to take...TaxContract workTemporary workRemote work$65 - $85 per hour
...matter expert responsible for planning, executing, and guiding complex... ..., or VMware Architect are highly encouraged to apply.Job Type &... ...Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax... ...partners in transformation. We help clients activate ideas and solutions to...TaxContract workTemporary workRemote work- ...play in our team We are seeking a highly skilled and experienced State Tax Counsel to take on complex challenges... ...do Advise on state and local tax planning opportunities arising from business... ...preferred. Experience representing clients before state taxing authorities or...TaxPart timeLocal areaFlexible hours
- ...Description Tax Senior Associate: As ourTax Senior Associate... ..., delivering precise, high-quality services while building trusted client relationships. Your... ...Master’s degree, preferred CPA or CPA eligible, preferred... ...phones – Phone and data plans 100% covered, add your spouse...TaxCasual workWork at officeLocal area
- ...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support... ...AI based tools like Copilot and ChatGPT High school diploma / GED/ equivalent Preferred...TaxHourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
$120k - $200k
...Responsibilities include providing exceptional full-charge childcare, planning developmentally appropriate activities, accompanying the... ...candidate will have extensive experience working with ultra-high-net-worth or high-profile families and possess exceptional...High net worthTemporary workRelocationShift workRotating shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax & Wealth Planning CPA for High‑Net‑Worth Clients. Be the first to apply!
- part time tax Spring, Montgomery County, TX
- state tax Spring, Montgomery County, TX
- tax services Spring, Montgomery County, TX
- senior tax Spring, Montgomery County, TX
- tax law Spring, Montgomery County, TX
- tax Spring, Montgomery County, TX
- corporate tax Spring, Montgomery County, TX
- tax professional Spring, Montgomery County, TX
- payroll tax Spring, Montgomery County, TX
- senior manager tax Spring, Montgomery County, TX




