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Senior CPA: On-Site Tax Planning & Wealth Advisory Lead
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-05
Listing for:
Allied Wealth
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Tax Advisor, Wealth Management
Job Description & How to Apply Below
Allied Wealth is seeking a CPA - Tax Planner & Wealth Advisory Lead in The Woodlands, Texas. This role focuses on individual tax planning and building an in-house tax function, serving a diverse clientele including pre-retirees and business owners.
The ideal candidate should have experience in tax planning and preparation, active CPA licensure, and comfort collaborating with financial advisors. Key responsibilities involve leading tax initiatives, educating clients, and designing the tax workflow.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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