Senior Tax Analyst — Planning & Compliance Expert

Big4Advisor; Houston (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services firm in Houston is looking for an Accounting and Finance Recruiter to assist in providing financial planning services. Responsibilities include developing tax estimates, preparing tax payment vouchers, and managing client billing. The ideal candidate has a CPA or is working towards obtaining one, with at least 5 years of tax preparation experience and strong analytical skills.

Qualifications

• Enrolled Agent, CPA, or in the process of obtaining CPA designation.
• Minimum 5 years of individual tax preparation experience.
• Strong analytical skills and proficiency in Excel.

Responsibilities

• Develop and analyze client tax estimates using planning software.
• Provide tax recommendations and planning strategies.
• Prepare estimated tax payment vouchers for individuals and trusts.
• Prepare quarterly client billing invoices.

Skills

Attention to detail

Analytical skills

Proficiency in Excel

Organizational skills

Communication skills

Education

Enrolled Agent or CPA

Minimum 5 years of tax preparation experience

Job description

A financial services firm in Houston is looking for an Accounting and Finance Recruiter to assist in providing financial planning services. Responsibilities include developing tax estimates, preparing tax payment vouchers, and managing client billing. The ideal candidate has a CPA or is working towards obtaining one, with at least 5 years of tax preparation experience and strong analytical skills.