Financial Planning and Tax Associate

and the job listing Expires on August 12, 2026

Palisades Hudson Financial Group is a thriving tax accounting/financial planning firm with an asset management affiliate, Palisades Hudson Asset Management (PHAM). We are a fee-only organization offering a range of financial services to high net worth individuals. PHAM currently manages approximately 2 billion in assets. Our offices are located in Stamford, Connecticut;
Fort Lauderdale, Florida;
Atlanta, Georgia; metro Portland, Oregon; and Austin, Texas. Our clients live across the U.S. and abroad. This position is in our Austin, Texas location.

• BS, BBA w/GPA of 3.3+
• Accounting, finance and/or economics majors encouraged
• Interest in taxation and accounting
• Fascination with money management (essential)

$75K +, depending on experience, plus bonus and profit sharing (total package $80K-$90K)

This position is in our Austin office. The position offers exposure to all areas of financial planning, income tax, and investment management for high net worth individuals. Projects will include tax preparation and planning, financial and estate planning, research, reviewing financial statements, applying business and economics skills, and communicating with clients. Investment experiences at Palisades Hudson Asset Management (our registered investment advisor affiliate) include hands‑on exposure to the asset management business, such as conducting investment research, generating and creating monthly performance reports, and assisting clients.

Additional opportunities involve participation in projects key to the growth of the organization.