Tax Advisor - Financial Firm - The Woodlands, TX
Tax Advisor - Financial Firm - The Woodlands, TX
Posted on :
07-06-2025
Employer Active
1 Vacancy
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Hourly Salary
$ 70000 - 80000
Vacancy
1 Vacancy
Posted on :
07-06-2025
Job Description
Job Title: Tax Advisor
Location: The Woodlands TX
Company: Magnolia Wealth
About Us: Magnolia Wealth is a full-service wealth management firm in The Woodlands TX offering comprehensive financial solutions including investment management retirement planning tax strategy and estate planning. We serve high-net-worth individuals business owners and families with personalized guidance rooted in trust expertise and lasting relationships.
Position Summary: We are currently seeking a skilled and diligent Tax Advisor to play a key role in supporting clients with strategic tax planning and expert guidance. This role involves close collaboration with our investment professionals to provide integrated financial solutions that align tax strategy with overall wealth management. Responsibilities include tax preparation filing and ensuring full compliance with relevant tax laws and regulations. The ideal candidate demonstrates exceptional attention to detail excels in a client-facing environment and upholds the high standard of service Magnolia Wealth is known for. This is an on-site position that requires in-person client meetings and cannot be performed remotely.
Qualifications:
CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferred
Proven experience in tax preparation and filing
Strong attention to detail and excellent organizational skills
Exceptional verbal and written communication skills
Ability to work independently and collaboratively in a team environment
Proficiency with tax software and Microsoft Office Suite
Commitment to delivering outstanding client service
Genuine interest in helping clients achieve their financial goals
Proven experience in tax preparation and filing
Strong attention to detail and excellent organizational skills
Exceptional verbal and written communication skills
Ability to work independently and collaboratively in a team environment
Proficiency with tax software and Microsoft Office Suite
Commitment to delivering outstanding client service
Genuine interest in helping clients achieve their financial goals
Key Responsibilities:
Assist clients with tax planning and develop strategies to maximize tax benefits
Provide expert advice on tax-related matters tailored to individual client needs
Prepare and file tax returns with accuracy and ensure compliance with current regulations
Stay informed of tax laws and legislative changes to deliver up-to-date guidance
Maintain detailed organized records and documentation for all client accounts
Build and nurture strong relationships by understanding each clients unique financial goals
Collaborate closely with team members to coordinate comprehensive client services
Identify opportunities to integrate tax planning with overall wealth management strategies
Provide expert advice on tax-related matters tailored to individual client needs
Prepare and file tax returns with accuracy and ensure compliance with current regulations
Stay informed of tax laws and legislative changes to deliver up-to-date guidance
Maintain detailed organized records and documentation for all client accounts
Build and nurture strong relationships by understanding each clients unique financial goals
Collaborate closely with team members to coordinate comprehensive client services
Identify opportunities to integrate tax planning with overall wealth management strategies
Salary:
- $70000 - $80000
Hours:
- Monday-Friday
- 8am-4pm or 9am-5pm
Benefits:
- Health dental vision life and disability insurances.
- 401k match (eligible after 6 months).
- Performance-based bonuses.
Join Magnolia Wealth and make a meaningful impact as part of a team dedicated to integrity excellence and empowering clients to achieve their financial goals!
Presented by Advisor Employee Services Thank you for your interest in the Tax Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
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