Job Description
🌟 Associate – Financial Planning & Tax | Frisco, TX (In-Office)
Boutique, high-touch financial planning firm in Frisco is seeking a CPA with a passion for tax and financial planning. This is a unique opportunity to join a well-established advisory group with a loyal, high-net-worth client base and a clear path to partial ownership.
🔹 What You'll Do:
• Prepare and review personal and business tax returns
• Participate in financial planning and client meetings
• Contribute to investment discussions and holistic wealth strategies
• Help deepen existing client relationships – no cold prospecting
• Grow into a leadership/ownership-track role within a few years
🔹 What We’re Looking For:
• CPA (Required); CFP a plus or willingness to pursue
• 3-5+ years in tax prep (public accounting or wealth management)
• Strong communication skills and relationship-building ability
• Interest in financial planning, investments, and insurance products
🔹 Compensation & Perks:
• 401(k) match, profit sharing, PTO
• Light in-office schedule (Mon–Fri, ~30–35 hrs/week)
• Growth into equity stake (ownership track)
📍 Onsite in Frisco, TX | Not your average CPA firm – more strategy, less grind.
🧠 People-first. Quality over volume. Real ownership potential.