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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 Year’s
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 2–3 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

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 166471 #post

Jeremy Hamon

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, $80,000 - $90,000,

Tax and Investment Advisor (CPA) JN -102025-166471

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