Title
PRINCIPAL PERSONAL FINANCE CONSULTING
Location
Houston
Company
International Public Accounting Firm
Package
Competitive compensation package
Primary Accountabilities and Responsibilities
- Create your own book of work
- Has large corporate accounts where they do taxes for
top tier of management, i.e., CEO, CFO, COB,
etc.
- Clients are business owners, high net worth
individuals, inherited wealth, professionals
i.e., MD, attorneys
Credentials / Knowledge / Skills Preferred
- Masters in Tax or JD/LLM preferred; CPA not required;
CFP strongly preferred
- Estate planning, financial planning, investment
planning, business development, investment
advisory asset alocation, wealth transfer
protection, retirement planning
- Seven plus years of experience in estate planning
field
- Good contacts in Houston
- Work typically on a fee only basis rather than
commission