Accounting and Tax Specialist

Quickbooks, Ramp, A/P and Tax Planning Client Interface About Crestmont Private Wealth Crestmont Private Wealth is an Equal Opportunity Employer. Description A very exciting opportunity to have dual role, full time, for a 5-10 year CPA (required) but without the tax season hours! This position can be in Houston TX or Boerne TX (close to San Antonio). This is a part controller type position, and part advisor/CPA firm business development after passage of the series 65 exam. A CPA is a must, and a minimum of 5 years of full time experience in a professional setting. No remote, all in office. Accounts Payable oversight Contract Negotiation on Terms and renewals Ramp administrator (expense management and control) Bank interface for lines of credit CPA interface for taxes Bookkeeping duties on assigning proper categories for GAAP to expenses Once Series 65 exam is passed and our client services are well understood. Can serve as a liason to our clientele on income tax analysis using Holistiplan, our software that will summarize their previous year tax returns, in a team based setting with advisors. Work with financial planning team to help curate referral relationships with high net worth CPA firms around Houston and/or San Antonio. Salary $70,000 - $95,000 per year

Created: 2026-03-04