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Tax and Investment Advisor (CPA)

Tax and Investment Advisor (CPA)

Goodwin RecruitingWaco, TX, United States
7 days ago
Job type
  • Full-time
Job description

Our client is a respected and successful tax planning and financial strategy firm that has proudly served the Central Texas community for over 20 years. With a deep commitment to excellence and client success, they provide exceptional service and lifelong support for both tax and investment needs. They are seeking an experienced CPA with expertise in both Tax and Investments to join their dynamic and growing team.

Tax & Investment Advisor (CPA) Benefits :

  • Unlimited growth and earning potential
  • Quarterly profit distributions
  • Hourly compensation with significant overtime earning potential
  • Vacation and paid holidays
  • Retirement plan with company contributions starting upon hire
  • Health insurance with 75% of the employee premium paid by the company
  • Dental, Vision, Life, and Disability insurance
  • Office closed the week of Thanksgiving and between Christmas and New Years
  • Quarterly team outings and company events
  • Relocation assistance available

Tax & Investment Advisor (CPA) Key Accountabilities :

  • Deliver exceptional client service through proactive tax and investment guidance
  • Build and maintain trusted, long-term client relationships through in-person and virtual meetings
  • Develop and implement integrated financial and tax strategies to support client goals
  • Think critically and creatively to overcome challenges and identify beneficial solutions
  • Collaborate with team members to ensure a holistic and client-first approach to financial success

    • Tax & Investment Advisor (CPA) Qualifications :

  • Active CPA license in the state of Texas
  • Series 7 and Series 65 licenses (or ability to obtain upon hire)
  • Minimum of 23 years of professional experience in tax and / or investment services
  • Demonstrated integrity, grit, and commitment to excellence
  • Proven experience supporting clients with comprehensive tax and investment strategies
  • Strong relationship-building skills and a forward-thinking, solution-oriented mindset
  • Passion for teamwork, collaboration, and helping clients achieve lasting success
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    Investment Advisor • Waco, TX, United States

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