Tax Strategist & Financial Planner

Location: Houston, TX (Hybrid – 3 days in office) Compensation: Competitive base salary + performance/commission on plans and tax filings (no caps on earning potential) + comprehensive benefits Our 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 time Collaborate directly with wealth advisors and clients on forward-looking, integrated financial strategies Work on advanced tax planning —entity structuring, retirement planning, charitable strategies, equity compensation, and business succession Join a close-knit, high-trust team that values new ideas, mutual respect, and genuine collaboration Grow your career in the wealth management and advisory space with long-term opportunity ahead What you bring: CPA license required ; CFP® (or progress toward it) strongly preferred Several years of tax experience, ideally with high-net-worth individuals and closely held businesses Strong technical knowledge in tax compliance and planning Ability to communicate complex strategies in a clear, client-friendly way A collaborative, growth-oriented mindset—you’re not just looking for a job, you’re looking to build something Interest or experience in financial planning and wealth management is a bonus What we offer: Competitive base salary , commensurate with experience Performance bonus structure Hybrid schedule – 3 days in office, Houston, TX Comprehensive health, dental, and vision insurance 401(k) plan Paid time off + holidays A collaborative, supportive team culture where your ideas are heard and your work matters #J-18808-Ljbffr The Well