Tax Analyst

Job Description

A leading financial planning firm is seeking a Tax Analyst to support tax planning and financial advisory services. The ideal candidate is a detail-oriented and analytical professional with experience in individual and trust tax preparation. The new team member will enhance tax strategy execution by developing client tax estimates, preparing tax payment vouchers, and providing data-driven insights while maintaining compliance, accuracy, and efficiency in financial planning processes.

Salary Benefits:

• $60,000-$85,000
• Medical Insurance
• 401K (100% match on the first 3% saved, plus 50% match on the next 2% saved)
• Long-term disability
• 15 days of vacation (Increases with tenure)
  
  

Location: Houston, TX

Type of Position: Direct Hire

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.
• Perform other analytical tasks/projects on as needed basis.
• Perform administrative tasks on as needed basis.
  
  

Requirements

• 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
  
  

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.