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CPA Tax Strategist & Financial Planner — Hybrid
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-05-31
Listing for:
The Well
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
The Well in Houston, TX is seeking a CPA / Tax Strategist & Financial Planner to join their collaborative wealth management team. This role involves working directly with clients and wealth advisors to develop integrated financial strategies and provide advanced tax planning services.
The ideal candidate will have a CPA license and several years of experience with high-net-worth individuals. The position offers a hybrid schedule, competitive salary, performance bonuses, and comprehensive benefits.
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