Search Jobs

Houston, TX 77084

Posted: 02/17/2025 Employment Type: Direct Hire Job Function: Accounting/Finance Job Number: 24000 Pay: $60,000-$85,000 Remote / Hybrid Jobs: On-Site

Job Description

A leading financial planning firm is seeking a Tax Analyst to support tax planning and financial advisory services. The ideal candidate is a detail-oriented and analytical professional with experience in individual and trust tax preparation. The new team member will enhance tax strategy execution by developing client tax estimates, preparing tax payment vouchers, and providing data-driven insights while maintaining compliance, accuracy, and efficiency in financial planning processes.

Salary + Benefits:

$60,000-$85,000
Medical Insurance
401K (100% match on the first 3% saved, plus 50% match on the next 2% saved)
Long-term disability
15 days of vacation (Increases with tenure)

Location: Houston, TX
Type of Position: Direct Hire

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 client billing invoices.
Gather data for quarterly investment committee meetings.
Perform other analytical tasks/projects on as needed basis.
Perform administrative tasks on as needed basis.

Requirements:

Enrolled Agent, CPA, or in the process of obtaining CPA designation
Minimum 3 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
High degree of integrity and judgment
Understanding of investments is not required for this role

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.

???????#LI-SC1

Meet Your Recruiter

Sarah Colvill
Senior Search Director - Murray Professional

Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.