Apply for Tax Advisor

Job Title: Tax Advisor
Location: The Woodlands, TX
Company: Magnolia Wealth

About Us: Magnolia Wealth is a full-service wealth management firm in The Woodlands, TX, offering comprehensive financial solutions including investment management, retirement planning, tax strategy, and estate planning. We serve high-net-worth individuals, business owners, and families with personalized guidance rooted in trust, expertise, and lasting relationships.

Position Summary: We are currently seeking a skilled and diligent Tax Advisor to play a key role in supporting clients with strategic tax planning and expert guidance. This role involves close collaboration with our investment professionals to provide integrated financial solutions that align tax strategy with overall wealth management. Responsibilities include tax preparation, filing, and ensuring full compliance with relevant tax laws and regulations. The ideal candidate demonstrates exceptional attention to detail, excels in a client-facing environment, and upholds the high standard of service Magnolia Wealth is known for.

**This is a full-time, on-site position that requires in-person client meetings and cannot be performed remotely.

Key Responsibilities:
  • Assist clients with tax planning and develop strategies to maximize tax benefits
  • Provide expert advice on tax-related matters tailored to individual client needs
  • Prepare and file tax returns with accuracy and ensure compliance with current regulations
  • Stay informed of tax laws and legislative changes to deliver up-to-date guidance
  • Maintain detailed, organized records and documentation for all client accounts
  • Build and nurture strong relationships by understanding each client’s unique financial goals
  • Collaborate closely with team members to coordinate comprehensive client services
  • Identify opportunities to integrate tax planning with overall wealth management strategies

Salary:
• $70,000 - $80,000

Hours
• Monday-Friday
• 8am-4pm or 9am-5pm

Benefits:
• Health, dental, vision, life, and disability insurances.
• 401k match (eligible after 6 months).
• Performance-based bonuses.

Join Magnolia Wealth and make a meaningful impact as part of a team dedicated to integrity, excellence, and empowering clients to achieve their financial goals!

Qualifications:
  • CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferred
  • Proven experience in tax preparation and filing
  • Strong attention to detail and excellent organizational skills
  • Exceptional verbal and written communication skills
  • Ability to work independently and collaboratively in a team environment
  • Proficiency with tax software and Microsoft Office Suite
  • Commitment to delivering outstanding client service
  • Genuine interest in helping clients achieve their financial goals