What are the responsibilities and job description for the Tax Analyst position at Frontline Source Group Holdings, LLC dba dfwHR?
Tax Analyst
An established, financial planning firm in West Houston is seeking a highly detail-oriented Tax Analyst to support advisors in delivering personalized financial strategies. This is a direct hire opportunity.
Company Profile :
Financial Investment Firm
Tax Analyst Role :
The ideal Tax Analyst thrives in a detail-driven environment, balancing multiple deadlines while maintaining a big-picture perspective
Will analyze and project individual, state, and trust tax estimates using specialized tax software
Provide tax planning insights and recommendations to advisory teams
Develop asset allocation models and rebalance schedules using Excel
Prepare estimated tax payment vouchers for individuals and trusts
Interpret and assess financial planning software outputs
Generate and process client invoices
Compile and organize data for quarterly investment committee meetings
Support various analytical projects and administrative tasks as needed
Tax Analyst Background Profile :
Enrolled Agent, CPA, or CPA candidate in progress
At least three years of hands-on experience in individual tax preparation, with a strong preference for those familiar with federal, state, and trust tax filings
A knack for problem-solving, data interpretation, and structured analysis
Strong skills in Excel and the ability to quickly adapt to new software
A self-starter who can work independently while collaborating effectively within a team
A meticulous approach to reviewing financial data and ensuring accuracy
Clear, professional communication and the ability to prioritize tasks efficiently
A mindset of continuous improvement and professional growth
Investment knowledge is not required for this role
Features and Benefits :
Competitive Base plus bonus
No nights or weekend work
Health, vision, dental, and long term disability
Vacation, Sick, and Holiday Pay
401k with Match
Equal Opportunity Employer. Candidates must be authorized to work in United States without sponsorship. The client cannot sponsor any visas.
Disclaimer : Sensitive and personal data will not be requested until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Strong knowledge of individual tax returns (1040s) required, No estate planning responsibilities; firm collaborates with CPAs and estate attorneys for that work, Open to candidates from the IRS with solid 1040 experience, Prefer candidates with tenure at previous firms (avoid frequent job changes).
