A Public Accountant conducts external audits of the financial statements and reports of a business or organization and confirms the accuracy of these reports. May prepare tax returns and advise clients on tax planning. May be licensed as a Certified Public Accountant.
New Braunfels / San Marcos, Texas (In-Person) Join a Growing Wealth Management Firm Where Tax Planning Makes a Difference Teamwork Financial Advisors is seeking an experienced and client-focused Certified Public Accountant (CPA) to join our growing team in the New Braunfels/San Marcos area. This is an excellent opportunity for a CPA who enjoys preparing tax returns while also providing proactive tax planning as part of a comprehensive financial planning team. Our firm works closely with individuals, retirees, business owners, and families to help them preserve and grow their wealth through coordinated financial, retirement, investment, estate, and tax planning. We are looking for someone who enjoys building lasting client relationships and making a meaningful impact beyond tax season. Responsibilities Prepare and review individual, business, trust, partnership, nonprofit, and fiduciary tax returns. Collaborate in the tax return process from client communication through final filing. Conduct year-round tax planning for individuals, families, retirees, and business owners. Identify tax-saving opportunities and develop proactive strategies to minimize tax liabilities. Prepare tax projections and multi-year planning analyses. Advise clients regarding Roth conversions, retirement distributions, capital gains strategies, charitable giving, business succession planning, and other tax-efficient strategies. Collaborate with financial advisors to integrate tax planning into comprehensive financial plans. Assist clients with IRS correspondence and tax-related inquiries. Stay current on changes in federal and state tax laws and communicate planning opportunities to clients. Participate in client educational seminars and financial workshops as a tax planning resource. Build trusted, long-term relationships through exceptional service and professional guidance. Qualifications Active Texas CPA license required. Bachelor's degree in accounting (Master's degree preferred). Five or more years of public accounting experience. Strong experience preparing individual, corporate, partnership, S-corporation, trust, and fiduciary tax returns. Thorough knowledge of federal and state tax laws. Experience with tax preparation software (UltraTax, CCH Axcess, Drake, Lacerte, ProConnect, or similar). Excellent analytical, organizational, and communication skills. Ability to explain complex tax concepts in a clear, client-friendly manner. Experience working with high-net-worth individuals and closely held businesses is preferred. Preferred Qualifications Experience with retirement tax planning. Estate and trust taxation. Business entity planning and succession strategies. Multi-year tax projections. Financial planning or wealth management experience. Personal Financial Specialist (PFS), CFP®, or interest in obtaining additional financial planning credentials. Compensation & Benefits Competitive salary based on experience. Health benefits. Paid vacation and holidays. Continuing education and CPA license reimbursement. Collaborative, team-oriented work environment. Opportunity to expand into a senior advisory or leadership role. Why Teamwork Financial Advisors? At Teamwork Financial Advisors, we believe tax planning is one of the most valuable services we provide for our clients. Our CPAs work alongside experienced financial advisors to help clients make informed decisions regarding taxes, retirement, investments, estate planning, and wealth preservation. If you're looking for a position where you can prepare tax returns, provide meaningful tax advice throughout the year, and build lasting relationships with clients, we'd love to hear from you. Apply Today Please submit your resume and a brief cover letter outlining your experience and interest in joining Teamwork Financial Advisors. Teamwork Financial Advisors is an Equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable law.
Pay:
$80,000.00 - $130,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Vision insurance
