Tax and Investment Advisor

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 potentialQuarterly profit distributionsHourly compensation with significant overtime earning potentialVacation and paid holidaysRetirement plan with company contributions starting upon hireHealth insurance with 75% of the employee premium paid by the companyDental, Vision, Life, and Disability insuranceOffice closed the week of Thanksgiving and between Christmas and New Year’sQuarterly team outings and company eventsRelocation assistance availableTax & Investment Advisor (CPA) Key Accountabilities:Deliver exceptional client service through proactive tax and investment guidanceBuild and maintain trusted, long-term client relationships through in-person and virtual meetingsDevelop and implement integrated financial and tax strategies to support client goalsThink critically and creatively to overcome challenges and identify beneficial solutionsCollaborate with team members to ensure a holistic and client-first approach to financial successTax & Investment Advisor (CPA) Qualifications:Active CPA license in the state of TexasSeries 7 and Series 65 licenses (or ability to obtain upon hire)Minimum of 2–3 years of professional experience in tax and/or investment servicesDemonstrated integrity, grit, and commitment to excellenceProven experience supporting clients with comprehensive tax and investment strategiesStrong relationship-building skills and a forward-thinking, solution-oriented mindsetPassion for teamwork, collaboration, and helping clients achieve lasting success