What are the responsibilities and job description for the Tax Analyst position at The Talance Group, LP?
- Location: Houston 77084 - United States
- Job #: 11118
- Job Type: FA Direct Hire
Highlights:
- Ready to interview now and start after tax season
- ***In office – Great work, life balance***- 9-5 Monday-Friday, leave early Friday (no staying late or weekends)
- Named one of the top 2% of the Investment Advisory firms (RIA’s) in the country
- Financially stable- have not had to lay off in downturns or covid and still paid out bonuses
- Business casual and casual dress
- Collaborative, family environment
- 20% target bonus
Opportunity:
• Assist advisors to provide financial planning services to clients
• Client tax estimates (federal/state/trust) using tax planning software
• Tax recommendations and tax planning strategies for clients to advisors
• Develop Schedules and asset allocations
• Prepare estimated tax payment vouchers for individuals (state/federal) and trusts
Qualifications:
• 3 years of individual tax preparation experience
• Proficiency in Excel
• 3 years of individual tax preparation experience
- EA, CPA, or in the process w/ CPA designation- will pay bonus once earned
• Proficiency in Excel
Qualified resumes to jdrake@talancegroup.com
and call Jennifer Drake (713) 255-0751