Magnolia Wealth CPA – Tax & Wealth Planning Advisor Spring, TX · Full time Company website

Apply for CPA – Tax & Wealth Planning Advisor

Magnolia Wealth is an independent wealth management firm serving individuals, families, retirees, executives, and business owners. We take an integrated approach to financial planning, bringing together investment management, retirement planning, tax strategy, and estate planning to help our clients make informed financial decisions. We’re committed to exceptional service, long-term client relationships, and building a collaborative team as our firm continues to grow.

What You’ll Do

As our CPA – Tax & Wealth Planning Advisor, you’ll serve as a key tax resource within our wealth management team, helping clients with both ongoing tax compliance and proactive, multi-year 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

What We’re Looking For

Required Qualifications

• Active CPA license
• 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

Why Magnolia Wealth

At Magnolia Wealth, tax planning isn’t an add-on. It’s an important part of how we advise our clients.

You’ll work alongside our wealth advisors and have the opportunity to see the client’s complete financial picture—not just their tax return.

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.