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Tax/Financial Planning Analyst
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Houston, TX
JOB DESCRIPTION

Job #: 23274
Title: Tax/Financial Planning Analyst
Job Location: Houston, Texas - United States
Employment Type:
Salary: $60,000.00 - $80,000.00 - US Dollars - Yearly
Other Compensation: 10 - 20% Bonus
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Growing Top Tier RIA adding to accounting team. Located in Houston with approximately 500MM AUM, the firm creates detailed comprehensive financial plans for HNW clients that inclued true tax planning, not just 1040 preparation. You are not a "value add", but a part of a proactive team, at the core of the financial plan. This is an RIA like no other. Be a team player and enjoy a work and family balance not available at the Big Four.

JOB DESCRIPTION

This full time, permanent position allows the successful candidate to work for a fee-only comprehensive financial planning firm in the west Houston (TX) area. 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 strategies for clients to advisors

  • Prepare estimated tax payment vouchers for individuals (state/federal) and trusts

  • Develop client rebalance schedules and asset allocations using Excel

  • 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 (transfer of assets, opening client accounts etc.) on as needed basis

QUALIFICATIONS

We are seeking a person with the following qualification and capabilities: Minimum 5 years of individual tax preparation experience

  • CPA designation/Enrolled Agent or strong tax background highly preferred

  • Strong preference for candidates with experience preparing Federal/state/trust tax returns

  • Strong preference for candidates with experience using tax planning software

  • Very high attention to detail

  • 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 expand scope of responsibility

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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