Our well-established boutique supports their clients of ultra-high-net-worth families and small/medium-sized businesses in the Houston region. They are an ideal-sized team of professionals with taxation, business, and financial consulting expertise. Who takes pride in offering proactive solutions and being responsive to their client's needs.
As a result of their client's values and continued growth, they are expanding. 

The ideal candidate should have significant experience with high-net-worth individuals and closely held businesses in tax compliance, gift tax return preparation, business transactions, and strategy implementation. They should have a Texas CPA license, a Bachelor's or Master's degree in Accounting, and at least nine years of public accounting experience, which includes a minimum of 3 years as a Tax Manager. Additionally, the ideal candidate should be proactive, passionate about delivering excellent service, and able to provide sound tax advice.

Some of the reasons people have already joined their team include:

They aim to be the best tax advisor to wealthy families and small/medium-sized businesses. Their commitment is to proactive and responsive service, both externally and internally.

What you can expect - We offer a 4-day work week during the non-busy season. The firm has state-of-the-art office space, height-adjustable desks, an onsite workout facility, and free parking.

Our client offers advancement opportunities from within and invests in the continual development of our team members at all levels. Decisions are made with consideration for and input from team members.

They generously invest time and resources in continuing education, technology, and strategic business relationships that strengthen our commitment to ongoing excellence. Their goal is to be a valued partner – bringing the benefits of the most current technical information, our broad financial knowledge, and innovative technology-based solutions.