Talent.com
Tax & Financial Advisor
Tax & Financial AdvisorGoodwin Recruiting • Nolanville, TX, US
No longer accepting applications
Tax & Financial Advisor

Tax & Financial Advisor

Goodwin Recruiting • Nolanville, TX, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

Our client is a respected and successful tax planning and financial strategy firm deeply rooted in the Central Texas community for over 20 years. They believe in a commitment to their clients, providing exceptional service and lifelong support for their tax and investment needs. They are seeking an experienced CPA with both Tax and Investment experience to join and grow with their amazing team.

Tax & Financial Advisor Benefits :

  • Unlimited growth and earning potential
  • Quarterly distributions
  • Hourly compensation resulting in significant O / T earning potential
  • Vacation and Holiday pay
  • Retirement plan with company contribution starting upon hire
  • Health insurance premium - 75% paid by company for employee
  • Dental, Vision, Life, Disability
  • Closed the week of Thanksgiving and Christmas / New Years
  • Quarterly team outings
  • Relocation Assistance!

Tax & Financial Advisor Key Accountabilities :

  • First and foremost, we take care of our clients and provide exceptional service at every touch
  • Support our clients with both Tax and Investment services
  • Fully engage with clients by meeting them in person or over the phone to establish trusted, and long-lasting relationships
  • Critical and creative thinking to work through, and work around obstacles offering beneficial solutions

    • Tax & Financial Advisor Qualifications :

  • CPA certified in Texas
  • Series 7 AND Series 65 (or the ability to obtain them upon hire)
  • At least 2-3 years in the industry
  • You work with integrity, grit, and determination
  • Experience supporting clients with both their Tax and Investment needs
  • A creative, solution-focused, and forward thinking relationship builder
  • Desire to be part of a collaborative team focused on truly helping their clients, while at the same time encouraging each other to be the best.
    • Create a job alert for this search

    Financial Advisor • Nolanville, TX, US

    Related jobs
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Core Medical Group • Killeen, TX, US
    Permanent +1
    Core Medical Group is seeking a travel Outpatient Physical Therapist for a travel job in Killeen, Texas.Job Description & Requirements. Physical Therapist needed for a location in Killeen, Texas...Show more
    Last updated: 30+ days ago • Promoted
    Car Wash Attendant 415

    Car Wash Attendant 415

    Whitewater Express Car Wash • Hewitt, TX, US
    Full-time
    At WhiteWater Express, we are more than just a car wash; we are a company built on respect, communication, and a passion for people. Our dedicated team members are leaders within the company, and we...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Synergy Medical Staffing • Belton, TX, US
    Permanent
    Synergy Medical Staffing is seeking a travel Occupational Therapist for a travel job in Belton, Texas.Job Description & Requirements. Shift : 5x8 Days, 08 : 00 : 00-16 : 00 : 00, 8.When you join Synergy ...Show more
    Last updated: 1 day ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Temple, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 1 day ago • Promoted
    Financial Solutions Advisor - Austin Area

    Financial Solutions Advisor - Austin Area

    Bank of America • Round Rock, TX, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show more
    Last updated: 12 days ago • Promoted
    Experienced Tax Professional (Uncredentialed)

    Experienced Tax Professional (Uncredentialed)

    MCI • Killeen, TX, US
    Full-time
    MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on...Show more
    Last updated: 30+ days ago • Promoted
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Critical Connection, inc • Copperas Cove, TX, US
    Temporary
    Critical Connection, inc is seeking a travel Outpatient Physical Therapist for a travel job in Copperas Cove, Texas.Job Description & Requirements. Travel Physical Therapist or Local Travel Phys...Show more
    Last updated: 7 hours ago • Promoted • New!
    Travel Outpatient Physical Therapist - $2,285 per week

    Travel Outpatient Physical Therapist - $2,285 per week

    Jackson Therapy Partners • Copperas Cove, TX, United States
    Full-time +1
    Jackson Therapy Partners is seeking a travel Outpatient Physical Therapist for a travel job in Copperas Cove, Texas.Job Description & Requirements. Looking for a change of scenery and a chance to he...Show more
    Last updated: 12 days ago • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data Annotation • Killeen, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 1 day ago • Promoted
    Financial Representative Trainee (Sales) - Austin, TX

    Financial Representative Trainee (Sales) - Austin, TX

    Mutual of Omaha • Florence, TX, US
    Full-time
    Financial Representative Trainee (Sales) - Austin, TX.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the financ...Show more
    Last updated: 6 days ago • Promoted
    Occupational Therapist

    Occupational Therapist

    Care Options for Kids • Taylor, TX, US
    Full-time +1
    We are seeking an Occupational Therapist (OT) committed to helping children improve critical functions of daily living, sensory integration, fine motor skills, visual perceptual skills, and feeding...Show more
    Last updated: 30+ days ago • Promoted
    Credentialed Tax Professional

    Credentialed Tax Professional

    MCI • Killeen, TX, US
    Full-time
    MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Ardor Health Solutions • Belton, TX, US
    Full-time
    Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Belton, Texas.Job Description & Requirements. Ardor Health Solutions is looking for a Physical Therapist to join...Show more
    Last updated: 7 hours ago • Promoted • New!
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Killeen, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 1 day ago • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Killeen, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 1 day ago • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Killeen, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 1 day ago • Promoted
    Service Advisor

    Service Advisor

    Central Power Systems & Services • Hutto, TX, United States
    Full-time
    Position Title : Service Advisor.Central Power Systems & Services is a privately held company with deep roots going back to 1954. Our Mission Statement isforging long-lasting partnerships by providin...Show more
    Last updated: 30+ days ago • Promoted
    Staff Accountant

    Staff Accountant

    Solution One Industries, Inc. • Killeen, TX, United States
    Full-time
    Solution One Industries, Inc (SOI) serves the Federal, State, Local and Prime sectors by delivering management, training and logistics experience to enhance the technical, logistics support, and se...Show more
    Last updated: 20 days ago • Promoted
    Sr. Financial Analyst (Commercial FP&A)

    Sr. Financial Analyst (Commercial FP&A)

    Jobot • Temple, TX, US
    Full-time
    Financial Analyst (Commercial FP&A) — Temple, TX (Bee Cave, TX possible for exceptional candidate).This Jobot Job is hosted by : Andrew Kraig. Are you a fit? Easy Apply now by clicking the "Apply Now...Show more
    Last updated: 21 days ago • Promoted
    Sr. Financial Analyst

    Sr. Financial Analyst

    Jobot • Temple, TX, US
    Full-time
    This Jobot Job is hosted by : Brett Tolmie.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $100,000 - $120,000 per year.Our client is a global man...Show more
    Last updated: 21 days ago • Promoted