Tax Analyst

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 #J-18808-Ljbffr