CPA/ Tax Strategist (Houston)

Location (Hybrid, 3 days in office): Houston, TX (Open to Dallas or Austin also) Position Type: Full-Time | Salary + Revenue Share Bonus | % of Tax Fees About Us: We are a forward-thinking, client-focused wealth management firm dedicated to serving high-net-worth individuals. Our mission is to provide proactive, integrated financial and tax planning. We aim to create lasting impact through strategy, collaboration, and insight. Position Overview: We’re seeking a CPA with 3–5 years of experience who’s ready to execute work in advanced tax planning. This is a unique opportunity to join a highly collaborative team where your input is valued, your ideas matter, and your work directly contributes to the long-term financial success of our clients. As a key member of our tax planning team, you'll be responsible for preparing and reviewing tax returns, developing advanced tax strategies, and working closely with advisors and clients to deliver coordinated, forward-looking tax planning.