Strategic Tax Analyst – Client Planning & Compliance

Clayton Services; Houston (TX); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

PTO

Job summary

A vibrant consulting firm in West Houston is looking for a Tax Analyst to support advisors with accurate tax analysis and planning strategies. Key responsibilities include preparing tax calculations, optimizing client tax strategies, and utilizing financial planning software. This full-time role requires strong analytical abilities, excellent organizational skills, and a minimum of 5 years of individual tax preparation experience.

Qualifications

• CPA or Enrolled Agent designation preferred, or actively pursuing CPA.
• Minimum of 5 years of individual tax preparation experience.
• Experience with individual federal, state, or trust returns strongly preferred.

Responsibilities

• Prepare and review federal, state, and trust estimated tax calculations.
• Provide recommendations to optimize client tax strategies.
• Analyze and interpret outputs from financial planning and tax software.

Skills

Attention to detail

Organizational skills

Analytical skills

Communication skills

Proficiency in Microsoft Excel

Ability to manage multiple tasks

Self-starter

Integrity and professionalism

Education

CPA or Enrolled Agent designation preferred

Minimum of 5 years of individual tax preparation experience

Job description

A vibrant consulting firm in West Houston is looking for a Tax Analyst to support advisors with accurate tax analysis and planning strategies. Key responsibilities include preparing tax calculations, optimizing client tax strategies, and utilizing financial planning software. This full-time role requires strong analytical abilities, excellent organizational skills, and a minimum of 5 years of individual tax preparation experience.