Tax & Financial Advisor

Tax & Financial Advisor – Goodwin Recruiting

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 commitment to their clients, providing exceptional service and lifelong support for their tax and investment needs.

• Support our clients with both Tax and Investment services.
• Fully engage with clients by meeting them in person or over the phone to establish trusted, long‑lasting relationships.
• Critical and creative thinking to work through obstacles and offer beneficial solutions.

• CPA certified in Texas.
• Series 7 and Series 65 (or ability to obtain them upon hire).
• At least 2–3 years in the industry.
• Experience supporting clients with both their Tax and Investment needs.
• Creative, solution‑focused, and forward‑thinking relationship builder.
• Desire to be part of a collaborative team focused on truly helping clients while encouraging each other to be the best.
• Integrity, grit, and determination.

• Unlimited growth and earning potential.
• Quarterly distributions.
• Hourly compensation with significant overtime 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 coverage.
• Closed the week of Thanksgiving and Christmas/New Years.
• Quarterly team outings.
• Relocation assistance.

Mid‑Senior Level

Full‑time

Finance and Sales

Staffing and Recruiting