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UHNW Tax Specialist | Wealth Planning & Compliance
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-12
Listing for:
JCW Group
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Accounting & Finance, Wealth Management
Job Description & How to Apply Below
JCW Group, a leading boutique wealth management firm based in Houston, TX, is seeking a talented Tax Specialist to support their UHNW client base. The ideal candidate has a CPA certification and more than 5 years of experience in individual tax management.
The role involves preparing and reviewing tax returns, managing compliance, and collaborating with financial advisors. This is a unique opportunity to deepen expertise in wealth management and financial planning.
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