Tax Specialist
JCW Group
Our client, a leading boutique wealth management firm headquartered in Houston, TX, is seeking a Tax Specialist to join their team. This is an excellent opportunity for a CPA with a strong individual tax background who is looking to deepen their expertise in aUHNW space that combines tax, investment management, and financial planning. Key Responsibilities Prepare and review individual tax returns (1040) for ultra-high-net-worth clients Manage tax compliance workflows and deadlines across a high-net-worth client base Coordinate with wealth advisors and the broader planning team on client matters Support financial planning initiatives outside of busy season Maintain up-to-date knowledge of tax law changes relevant to individual and UHNW taxation Qualifications 5+ years of individual tax experience Strong 1040 and UHNW client background essential Detail-oriented with strong organizational and communication skills Collaborative team player with a growth-oriented mindset Preferred Qualifications Prior experience within a wealth management or multi-family office environment Openness to financial planning exposure and expanding beyond pure compliance #J-18808-Ljbffr JCW Group
Vacancy posted 1 day ago
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