Position: Tax Specialist
Our client, a leading boutique wealth management firm headquartered in Houston, TX, is seeking a Tax Specialist to join their team. This is an excellent opportunity for a CPA with a strong individual tax background who is looking to deepen their expertise in aUHNW space that combines tax, investment management, and financial planning.
Key Responsibilities
• Prepare and review individual tax returns (1040) for ultra-high-net-worth clients
• Manage tax compliance workflows and deadlines across a high-net-worth client base
• Coordinate with wealth advisors and the broader planning team on client matters
• Support financial planning initiatives outside of busy season
• Maintain up-to-date knowledge of tax law changes relevant to individual and UHNW taxation
Qualifications
• CPA license required
• 5+ years of individual tax experience
• Strong 1040 and UHNW client background essential
• Detail-oriented with strong organizational and communication skills
• Collaborative team player with a growth-oriented mindset
Preferred Qualifications
• Prior experience within a wealth management or multi-family office environment
• Openness to financial planning exposure and expanding beyond pure compliance
This is a strong opportunity to join a reputable, growing firm where you will work with a sophisticated client base and a supportive team invested in your development. For more information regarding this position or other tax opportunities, please reach out to [email protected].