Tax Analyst

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

Base pay range

$85,000.00/yr - $100,000.00/yr

Clayton Services is searching for a Tax Analyst to join a thriving company in West Houston. The Tax Analyst will be responsible for supporting advisors and providing accurate tax analysis and planning strategies for clients.

Job Type: Direct Hire

Benefits: Medical, dental, vision, 401(k), PTO, and more.

Tax Analyst Responsibilities:

• Prepare and review federal, state, and trust estimated tax calculations and payment vouchers.
• Provide recommendations to optimize client tax strategies and planning opportunities.
• Analyze and interpret outputs from financial planning and tax software.
• Assist in preparing asset allocations, rebalance schedules, and related reporting using Excel.
• Develop and issue quarterly client invoices and support billing processes.
• Collect and organize data for quarterly investment or committee meetings.
• Complete a variety of analytical assignments and special projects as needed.
• Perform administrative duties to ensure smooth daily operations.
• Other duties as assigned.

Tax Analyst Skills and Abilities:

• Excellent attention to detail with strong organizational and analytical skills.
• Ability to manage multiple tasks and deadlines effectively.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel; quick to learn new software tools.
• Self-starter who can work independently while collaborating in a team setting.
• High level of integrity, sound judgment, and professionalism.
• Receptive to feedback and committed to continuous improvement.

Tax Analyst Education and Experience:

• 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.
• Knowledge of investments is a plus, but not required.

Tax Analyst - Immediate need. Apply today!

Senioriy level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance