What are the responsibilities and job description for the Tax Analyst position at pearlrecruiter?
Nationally ranked RIA is seeking Tax Analyst. On site in Houston, City Center.
What we expect :
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 re-balance 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 meeting
What you can expect :
Requirements
We are seeking a person with the following qualifications and capabilities :
tax returns
Benefits
Company Benefits
Safe Harbor 401(k) Plan
Safe Harbor 401(k) Plan with Company Match. (100% match on the first 3% saved, plus 50% match on the next 2% saved.) Participants are vested immediately upon the date of hire, and are immediately eligible to participate in the Plan.
Group Health Insurance
Group health insurance policy with Blue Cross Blue Shield of Texas to eligible full-time employees, beginning at the first of the month following date of hire.
Long-Term Disability Insurance
Firm provides eligible full-time employees with long-term disability insurance. The premiums for this insurance are paid by the Firm.
Vacation policy
Vacation days are pro-rated during the first year of employment.
Sick Leave