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Strategic Tax Advisor Wealth & Trust Planning
Job in
Richardson, Dallas County, Texas, 75080, USA
Listed on 2026-01-12
Listing for:
Unity Search
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Accounting & Finance -
Accounting
Accounting & Finance
Job Description & How to Apply Below
A growing wealth management firm based in Richardson, TX is seeking a Tax Advisor. This role involves tax advisory and planning, as well as tax preparation and review for individuals, families, trusts, and businesses. The ideal candidate will have a Bachelor's degree in Accounting, CPA certification, and 4-7 years of experience in public accounting or similar. Join us as we continue to grow and work closely with leadership to serve our clientele effectively.
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