Tax & Portfolio Advisor

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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 Killeen, 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 and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. 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: 157455

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LeeAnn Hamon

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