Tax Analyst

SUMMARY:

Established, WEST HOUSTON based investment firm seeks experienced tax accountant for a unique opportunity with NO OVERTIME or weekends! Really!

DESCRIPTION:

This full time, permanent position allows the successful candidate to work for a financial planning firm in the west Houston (TX) area. This position is an in-person position only. The candidate will assist advisors to provide financial planning services to clients by undertaking the following 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:

Our client is seeking a person with the following qualification and capabilities:

• Enrolled Agent, CPA, or in the process of obtaining CPA designation
  
  

Accounting Degree Preferred, Not Required

• 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