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Parttime Financial Planner Jobs in Texas (NOW HIRING)

Allworth Financial

Tax Manager

Dallas, TX · On-site

$109K - $143K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Safran

Program Planner-Gainesville,Texas

Myra, TX · On-site

... Part time / Full time Full-time HERE, WE CRAFT EXCELLENCE TOGETHER. At Safran, we believe in ... S degree in Supply Chain, Business, Finance or related field OR 6 years of relevant/related ...

Safran

Program Planner-Gainesville,Texas

Sanger, TX · On-site

... Part time / Full time Full-time HERE, WE CRAFT EXCELLENCE TOGETHER. At Safran, we believe in ... S degree in Supply Chain, Business, Finance or related field OR 6 years of relevant/related ...

Allworth Financial

Corporate Development Analyst

Dallas, TX · On-site

$10K - $110K/mo

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

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Showing results 21-40

All JobsParttime Financial Planner JobsParttime Financial Planner Jobs in Texas

Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Texas? For Parttime Financial Planner jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Texas look for? The top searched job categories for Parttime Financial Planner jobs in Texas are:
What cities in Texas are hiring for Parttime Financial Planner jobs? Cities in Texas with the most Parttime Financial Planner job openings:
Parttime Financial Planner jobs near you

Tax Manager

Allworth Financial

Dallas, TX • On-site

$109K - $143K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY:
We're currently seeking a Tax Manager for our Folsom, CA, Vancouver, WA or Pleasant Hill, CA offices. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of Addison, TX. This position is a hybrid role if you are located near one of our offices.
DUTIES AND RESPONSIBILITIES:
  • Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback
  • Review situations and transactions to determine federal, state and local filing requirements
  • Analyze and respond to IRS, state, and local tax agency notices
  • Participate in internal strategy discussions with clients and collaborate with their financial advisors
  • Identify and resolve client tax related questions and issues
  • Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
  • Performs other duties as assigned

QUALIFICATIONS:
  • BS/BA Degree, accounting preferred
  • Valid CPA license
  • 6+ years individual, trust and gift tax return preparation and review experience
  • Proficiency in income tax planning and compliance
  • Multi-state tax preparation/filing experience preferred
  • Form 1041 Trust & Estate and Form 709 Gift return experience
  • Strong Excel and other software skills
  • Intuit Lacerte tax software experience preferred
  • Excellent oral and written communication skills and attention to detail
  • Strong interpersonal and client service skills
  • Ability to handle multiple priorities, clients and tight deadlines

BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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