What are the responsibilities and job description for the Tax Analyst position at G&A Partners?
Overview
For over 25 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. G&A Partners' client is currently seeking a Tax Analyst to join its team in Houston, TX.
Responsibilities
- Develop and analyze client tax estimates (federal/state/trust) using tax planning software
- Provide tax recommendations and tax planning strategies for clients to advisors
- Develop client rebalance schedules and asset allocations using Excel
- Prepare estimated tax payment vouchers for individuals (state/federal) and trusts
- Populate and analyze outputs from financial planning software
- Prepare client billing invoices
- Gather data for quarterly investment committee meetings
- Other analytical tasks/projects on as needed basis
- Administrative tasks on as needed basis
Qualifications
- Enrolled Agent, CPA, or in the process of obtaining CPA designation
- Minimum 3 years of individual tax preparation experience
- Strong preference for candidates with experience preparing individual federal/state/trust tax returns
- Very high attention to detail and ability to conceptually understand big picture concepts
- Ability to handle several tasks simultaneously with varying deadlines
- Strong analytical skills
- Proficiency in Excel
- Quick learner
- Self-starter
- Ability to work both independently and as a team player
- Strong organizational and communication skills
- Willingness to learn and develop continuous improvements within their role.
- High degree of integrity and judgment
- Understanding of investments is not required for this role
Equal Opportunity Employer Statement
G&A Partners as an Equal Opportunity Employer considers all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Our management team is dedicated to providing a work environment free of discrimination and harassment based on any of these characteristics. We are committed to this policy and achieving a diverse workforce with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.
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