Accountant, Tax Accountant, Financial Analyst

Blue Maple Financial is a personal financial advisory firm focused on helping individuals navigate increasingly complex personal finance decisions. The firm’s mission is to deliver tailored financial advice that supports each client’s unique definition of success, guided by core values of client-first service, honesty, and integrity. Blue Maple Financial operates in partnership with LPL Financial, a registered investment advisor and member of SIPC, and serves clients only in states where its professionals are properly registered or licensed.

The team works to provide clear, trustworthy financial guidance while maintaining strict regulatory and compliance standards.

This is a full-time, on-site Accountant role based in Katy, TX. The Accountant will offer tax preparation and collaborate with financial advisors for tax planning for our clientele .

• Effective written and verbal communication skills, with the ability to collaborate with advisors and office staff as well as directly with clients.
• Ability to work on-site in Katy, TX, handle confidential information responsibly, and uphold high standards of integrity and client-focused service.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA or progress toward certification is preferred but not required. Two years of experience in a financial services or tax preparation environment is a plus.

Blue Maple provides a competitive salary, commiserate to the value the employee brings to the practice, plus an incentive-based bonus aimed to help grow the practice. Blue Maple also offers paid family medical, dental and vision insurance, life and disability insurance, and access to a 401(k) and profit sharing with 6% dollar for dollar matching for employees.