As a Tax Advisor, you will prepare and deliver financial documents for tax and accounting purposes. Working with financial advisors and wealth planners, this role will provide our clients with specialized professional tax preparation and planning services.

POSITION OBJECTIVE:

HFG Trust is looking for a highly skilled Tax Advisor to join our team. For over 40 years, HFG Trust has helped individuals, families, and business owners confidently navigate their financial lives. As fiduciary advisors, we deliver personalized wealth management and commission-free advice—rooted in relationships, not sales. At HFG Trust, our mission is simple: to simplify your financial journey and empower you to live your fullest life.
As a Tax Advisor, you will prepare and deliver financial documents for tax and accounting purposes. Working with financial advisors and wealth planners, this role will provide our clients with specialized professional tax preparation and planning services.

REQUIRED EDUCATION AND EXPERIENCE:

• Accounting, Finance, or Economics degree from an accredited university.
• Relevant experience in the industry with relevant responsibilities and duties
• Experience with high-net-worth individuals and small business clients, or business and estate/trust taxation
• Certified Public Accountant (CPA) License Required
• Strong knowledge of federal and state tax laws and regulations

JOB REQUIREMENTS:

• Work experience that demonstrates investment acumen as well as people and teamwork skills
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Excellent communication, listening, and relationship-building skills.
• Strong project management skills – organized, meticulous, and able to multitask and prioritize.
• A passion for caring for clients.
• A team player with values fitting to the organization’s core values.
• Desire/ability to work successfully in a small company environment.
• Proactive, self-motivated personality
• Experience with investment platforms and/or client service

ROLE RESPONSIBILITIES:

• Proactively interact and communicate with clients to gather information
• Build solid, effective client relationships
• Participate in financial reporting engagements
• Prepare and review individual, trust, and business tax returns
• Conduct tax research and provide strategic tax planning for clients
• Provide comprehensive tax consulting services to clients
• Assist with IRS and state tax notices and audits
• Analyze client financial information and identify potential tax-saving opportunities
• Contribute to business development efforts and promote firm services to potential clients

HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:

• Adhering to the Company’s policies and supporting Management decisions and goals in a positive, professional manner.
• Representing the Company with a high level of integrity and professionalism.
• Demonstrate a willingness to adapt to changing business needs and deadlines.
• Possessing a work ethic that includes neatness and dependability.
• Exhibiting a professional, business-like appearance and demeanor