This is a remote position.

About the Firm

Our client is a registered investment advisory (RIA) firm headquartered in Texas. The firm operates under a fiduciary standard and is built around a client-first philosophy, offering a fully integrated approach across financial planning, portfolio management, and income planning.

Their client base is predominantly retired individuals with Social Security income, pensions, investment and stock accounts, and straightforward single-state filings. The firm has been offering tax preparation as part of its integrated service model, with that work currently handled by outside providers. They're now ready to bring it fully in-house, and the Tax Manager will step into an existing book of client work from day one.

About the Role

The Tax Manager will be st...