Tax Analyst
Tax Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Nationally ranked RIA is seeking Tax Analyst. On site in Houston City Center.
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 meeting
Requirements
We are seeking a person with the following qualifications and capabilities:
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
Selfstarter
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
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 fulltime employees beginning at the first of the month following date of hire.
LongTerm Disability Insurance
Firm provides eligible fulltime employees with longterm disability insurance. The premiums for this insurance are paid by the Firm.
Vacation policy
Vacation days are prorated during the first year of employment.
Sick Leave
* knowledge of Accounting & Tax business * Excellent at Prioritizing, Planning and Organizing * Strong personal characteristics of initiative, integrity, and creativity * Effective communication skills with high emotional intelligence * Highly Detailed * Task Oriented * Strong Follow Up Skills * Professional Appearance and Personality * Works well in a Collaborative Team Environment
Employment Type
Full Time
