Tax & Portfolio Advisor

Job DescriptionJob DescriptionTo Apply for this Job Click Here

Are you looking for a meaningful opportunity which is personally fulfilling, offers a clear route towards financial success, and a long-term career path? Are you ready to be part of a team who are leaders in their field, inspire greatness, driven to continually raise the bar, and fosters growth and challenges each other to the be the best?

Our client is a respected and successful tax planning and financial strategy firm deeply rooted in the Central Texas community for over 20 years. They believe in a firm commitment to their clients, providing exceptional service and lifelong support for their tax and investment needs. They are seeking an experienced CPA with both Tax and Investment experience to join and grow with their amazing team.

This position is on-site near the Waco, TX area, and relocation assistance is provided

Key Accountabilities:

• First and foremost, we take care of our clients and provide exceptional service at every touch
• Support our clients with both Tax and Investment 
• Fully engage with clients by meeting them in person or over the phone to establish trusted, and long-lasting relationships
• Critical and creative thinking to work through, and work around obstacles offering beneficial solutions

Qualifications:

• CPA certified in Texas
• Series 7 AND Series 65 (or the ability to obtain them upon hire)
• At least 2-3 years in the industry
• You work with integrity, grit, and determination 
• Experience supporting clients with both their Tax and Investment requirements
• A creative, solution-focused, and forward thinking relationship builder
• Desire to be part of a collaborative team focused on truly helping their clients, while at the same time encouraging each other to be the best.

Benefits:

• Unlimited growth and earning potential
• Quarterly distributions
• Hourly compensation resulting in significant O/T earning potential 
• Vacation and Holiday pay
• Retirement plan with company contribution starting upon hire
• Health insurance premium - 75% paid by company for employee
• Dental, Vision, Life, Disability
• Closed the week of Thanksgiving and Christmas/New Years
• Quarterly team outings
• Relocation Assistance

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 148001#post

LeeAnn Hamon

To Apply for this Job Click HereCompany DescriptionGoodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality.

Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do.

We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.Company DescriptionGoodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality. \r
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Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do. \r
\r
We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.

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