Company: Holistic Planning
Role: Tax Accountant and Advisor
Description: looking to hire a tax advisor to help provide clients with tax advice and return preparation. We are an independent fee-only RIA managing 500 million for about 450 families around the country and growing. We include our tax service as part of the offering.
We are also adding advisors around the country looking for the same service.
We need someone with enough experience to be able to do some business return work but don't expect you to be able to handle extremely complex returns.
Want to be able to provide forward looking tax advice.
Also of note: you will have a good work life balance. Target each CPA to have 100-150 tax returns they are working on.
Open to possible remote work for the right candidate.
We are located in Nacogdoches, TX.
www.holisticplanning.com
Role: Tax Accountant and Advisor
Description: looking to hire a tax advisor to help provide clients with tax advice and return preparation. We are an independent fee-only RIA managing 500 million for about 450 families around the country and growing. We include our tax service as part of the offering.
We are also adding advisors around the country looking for the same service.
We need someone with enough experience to be able to do some business return work but don't expect you to be able to handle extremely complex returns.
Want to be able to provide forward looking tax advice.
Also of note: you will have a good work life balance. Target each CPA to have 100-150 tax returns they are working on.
Open to possible remote work for the right candidate.
We are located in Nacogdoches, TX.
www.holisticplanning.com