Tax Analyst

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

Overview

4 days ago Be among the first 25 applicants

This range is provided by Big4Advisor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $100,000.00/yr

Direct message the job poster from Big4Advisor

Position

Accounting and Finance Recruiter at Big4Advisor. 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. 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:

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

Qualifications

• 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

Seniority

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting and Financial Services