Tax Advisor - Financial Firm - The Woodlands, TX

Position : Tax Advisor - Financial Firm - The Woodlands, TX

Location : The Woodlands, TX

Job Id : 3734

of Openings :

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

Key Responsibilities :

Hours :

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 https : / / aesplacement.com / . 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!

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