Apply for Tax Advisor – Wealth Management (CPA or Enrolled Agent)

As our Tax Advisor, you'll play an important role in helping clients navigate their taxes while identifying opportunities for long-term financial planning.



Your responsibilities will include:

Develop proactive tax strategies for high-net-worth individuals, families, retirees, and business owners
Prepare and review individual and business tax returns
Build multi-year tax projections and evaluate planning alternatives
Identify Roth conversion and retirement distribution opportunities
Evaluate capital gains, charitable giving, and investment-related tax strategies
Advise business owners on entity structure, reasonable compensation, QBI, retirement plans, and other tax-planning opportunities
Coordinate tax planning with retirement, investment, insurance, and estate-planning strategies
Participate in client meetings alongside our wealth advisors
Explain complex tax concepts to clients in clear, practical terms
Monitor tax-law changes and identify planning opportunities for our clients
Coordinate with clients’ attorneys and other outside professionals when appropriate

Why Magnolia Wealth
You'll have the opportunity to work directly with our financial advisors, build meaningful client relationships, and see how your tax expertise can make a difference in someone's overall financial future.

We're a growing, collaborative team that values relationships, professional development, and doing what's best for our clients.



We offer:

Competitive base salary plus performance-based bonus
Predictable Monday–Friday schedule
Health, dental, and vision insurance
Life and disability insurance
401(k) with employer match
Collaborative, professional office environment
Direct exposure to complex planning situations
Opportunity to expand your expertise across tax, investments, retirement, and estate planning
Long-term professional growth as we continue building our integrated tax and wealth-planning practice


Schedule: Monday–Friday, 8:00 AM–4:00 PM or 9:00 AM–5:00 PM


Location: This position will initially be based in our Spring, Texas office and will transition to our future office in The Woodlands.


This is an in-office, client-facing position. You’ll work directly alongside our wealth management team and participate in client planning meetings.

Required Qualifications

Active CPA license or Enrolled Agent (EA) credential in good standing
3+ years of relevant tax experience
Strong knowledge of individual federal income taxation
Experience preparing and/or reviewing individual tax returns
Working knowledge of pass-through entities and small-business taxation
Strong analytical and problem-solving skills
Excellent communication skills and confidence working directly with clients
Genuine interest in proactive tax planning and wealth management


Preferred Qualifications

Experience working with high-net-worth individuals or business owners
S-corporation and partnership tax experience
Experience with retirement, charitable, estate, or investment-related tax planning
Experience with multi-year tax projections
Prior RIA, financial-planning, family-office, or wealth-management experience