Tax and Financial Consultant

Entry-Level Tax & Financial Consultant– Build Your Career with a Boutique CPA Firm

Our boutique CPA firm and Wealth Management company, located in Houston’s Memorial area, is seeking a friendly, personable, and confident Tax & Financial Consultant to join our growing team. This is an entry-level position with full training provided. The most important quality we’re looking for is someone who genuinely enjoys working with people.

If you are a natural conversationalist, comfortable speaking both on the phone and in person, and enjoy building and maintaining relationships, we can teach you the rest.

What We Provide

We provide comprehensive training in the relevant areas of tax code and wealth planning so you’ll have the knowledge and confidence to succeed. You’ll work closely with experienced professionals who offer hands-on mentorship and guidance. This role also offers a clear path for growth and advancement within the firm as you develop your skills and build client relationships.

• 100% Company-paid health, dental, and vision insurance for employees
• 401(k) plan with company match up to 6%
• Highly competitive, tenure-based PTO program with increasing time off as you grow with the firm.
• 8 company paid holidays
• Annual bonuses based on company performance
• Half-days before company holidays
• Quarterly company outings
• Free parking in covered garage
• Biannual company volunteer events and Volunteer Time Off (VTO)
• Optional HSA/FSA
• Optional Life Insurance 
• Paid Training & Development 
• Flexible work schedule, mostly in office but ability to work from home sparingly  
• Ability to be promoted to Senior Tax Consultant and Wealth Manager within 3 years

What You’ll Do

• Communicate with current clients to support their tax and financial planning needs
• Identify opportunities to help clients reduce their tax liability
• Speak with current clients to understand their goals and explain our services
• Build long-term client relationships through excellent service and follow-up
• Participate in hands-on training in tax code fundamentals and wealth planning strategies
• Collaborate and learn from senior advisors to develop customized planning strategies

Who This Role Is Perfect For

We’re looking for a friendly, personable, and professional people person with strong communication skills who is comfortable speaking on the phone and meeting face-to-face with clients, holds a bachelor’s degree in business (any concentration), is coachable and eager to learn, and is excited to begin building a long-term career in tax and financial consulting while helping clients have meaningful financial conversations.

Work Environment

Our office hours are Monday – Friday, 8am-5pm. This role is primarily an in-office, in-person role, as building strong client relationships and hands-on training are best developed face-to-face. After completing initial training and demonstrating proficiency, there is flexibility for occasional remote work.

Our office environment is designed to support focus so all team members work in a private office or share a space with just one other team member, creating a comfortable and productive setting for meaningful client conversations. (no open floor plan)

We are proud to have very low team turnover and are committed to hiring individuals who are looking for a long-term career with us. Our goal is to invest in someone we can grow with for years to come.

Compensation:

Starting salary is $50,000, with opportunities for periodic increases as you grow in knowledge, value, and contribution to the team. We value development and reward progress, so your compensation will grow as you do.

How to Apply:

If you are a people person, with a business degree, please submit BOTH your resume and a cover letter explaining your interest in the role and your relevant information.

Attention: Stephanie Brunner, Operations Manager
Important: Applications without both a resume and cover letter will not be considered.
Please no phone calls. We will contact candidates whose qualifications align with our needs.

Candidate agrees to background check and fingerprinting as part of selection and hiring process.