Tax Analyst

Overview

4 days ago Be among the first 25 applicants

This range is provided by Big4

Advisor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$80,000.00/yr - $/yr

Direct message the job poster from Big4

Advisor

Accounting and Finance Recruiter s full time, permanent position allows the successful candidate to work for a fee-only comprehensive 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 quarterly client billing invoices
• Gather data for quarterly investment committee meetings
• Other analytical tasks/projects on an as needed basis
• Administrative tasks on an as needed basis

• Enrolled Agent, CPA, or in the process of obtaining CPA designation
• Minimum 5 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
• Capable of handling feedback constructively and using it for continuous improvement
• High degree of integrity and judgment
• Understanding of investments is not required for this role

• Associate

• Full-time

• Accounting/Auditing

• Accounting and Financial Services