Tax Planning Specialist

4 weeks ago


Magnolia, Texas, United States Rhame & Gorrell Wealth Management Full time

We are Rhame & Gorrell Wealth Management, a Texas-based independent Wealth Management firm that serves successful executives, business owners, and families across the US and abroad. As a Tax Planning Specialist, you will play a crucial role in our organization by providing comprehensive wealth management services to our clients. Your primary focus will be on tax planning and strategy, working closely with our expert advisors to ensure optimized tax and wealth management outcomes for our clients.

Key Responsibilities:

  1. Develop and implement tax planning strategies for high net worth families and individuals
  2. Collaborate with partners and clients to understand their financial goals and objectives
  3. Stay up-to-date with changes in tax laws and regulations, ensuring our clients receive the best possible advice

What You Need for this Position:

  1. A strong background in tax accounting and a desire to transition into a wealth management role
  2. CPA certification is required
  3. Excellent communication and interpersonal skills

What's In It for You:

  1. Competitive base salary and bonus structure
  2. Full medical, disability insurance, and 401(k) with company match
  3. Pension and profit-sharing plans
  4. PTO, vacation, and sick time

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