Tax and Investment Advisor (CPA)
Recruiting Partner: Jeremy Hamon
Waco, Texas | Accounting | Not Remote | $80,000 to $90,000 | Job ID: 166471
Job Summary
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Our client is a respected and successful tax planning and financial strategy firm that has proudly served the Central Texas community for over 20 years. With a deep commitment to excellence and client success, they provide exceptional service and lifelong support for both tax and investment needs. They are seeking an experienced CPA with expertise in both Tax and Investments to join their dynamic and growing team.
Tax & Investment Advisor (CPA) Benefits:
- Unlimited growth and earning potential
- Quarterly profit distributions
- Hourly compensation with significant overtime earning potential
- Vacation and paid holidays
- Retirement plan with company contributions starting upon hire
- Health insurance with 75% of the employee premium paid by the company
- Dental, Vision, Life, and Disability insurance
- Office closed the week of Thanksgiving and between Christmas and New Year’s
- Quarterly team outings and company events
- Relocation assistance available
Tax & Investment Advisor (CPA) Key Accountabilities:
- Deliver exceptional client service through proactive tax and investment guidance
- Build and maintain trusted, long-term client relationships through in-person and virtual meetings
- Develop and implement integrated financial and tax strategies to support client goals
- Think critically and creatively to overcome challenges and identify beneficial solutions
- Collaborate with team members to ensure a holistic and client-first approach to financial success
Tax & Investment Advisor (CPA) Qualifications:
- Active CPA license in the state of Texas
- Series 7 and Series 65 licenses (or ability to obtain upon hire)
- Minimum of 2–3 years of professional experience in tax and/or investment services
- Demonstrated integrity, grit, and commitment to excellence
- Proven experience supporting clients with comprehensive tax and investment strategies
- Strong relationship-building skills and a forward-thinking, solution-oriented mindset
- Passion for teamwork, collaboration, and helping clients achieve lasting success
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: 166471
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Jeremy Hamon
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Additional Information
At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & 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.
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Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether 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 work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
