Hybrid CPA: Tax Strategy & Wealth Planning HNW Clients
Job in
Stone Mountain, DeKalb County, Georgia, 30083, USA
Listed on 2026-05-20
Listing for:
CORDA Investment Management
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
CORDA Investment Management is looking for a CPA (Tax Strategist & Financial Planner) in a hybrid role based in Houston, TX. You will prepare and review tax returns for high-net-worth clients, develop proactive tax strategies, and collaborate with advisors. The position requires a CPA license and several years of tax experience. Ideal candidates will have strong communication skills and a collaborative spirit.
This full-time position offers a unique opportunity to impact clients' financial success directly.
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