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Tax & Financial Advisor

Tax & Financial Advisor

Goodwin RecruitingTemple, TX, US
2 days 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.
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    Financial Advisor • Temple, TX, US

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