Tax Financial Planning Analyst

  • $60,000.00 - $80,000.00/year
  • 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.

    The candidate will assist advisors to provide financial planning services to clients by undertaking the following responsibilities:
    • Develop and analyze client tax estimates (federal/state/trust) using tax planning software
    • Provide tax recommendations and tax strategies for clients to advisors
    • Prepare estimated tax payment vouchers for individuals (state/federal) and trusts
    • Develop client rebalance schedules and asset allocations using Excel
    • Populate and analyze outputs from financial planning software
    • Prepare client billing invoices
    • Gather data for quarterly investment committee meetings
    • Other analytical tasks/projects on an as needed basis
    • Administrative tasks (transfer of assets, opening client accounts etc.) on an as needed basis

    Qualifications:

    • CPA designation/Enrolled Agent or strong tax background highly preferred
    • Strong preference for candidates with experience preparing Federal/state/trust tax returns
    • Strong preference for candidates with experience using tax planning software (CS Ultratax/CS Planner/Bloomberg BNA or other tax planning software)
    • Very high attention to detail
    • Strong analytical skills
    • Proficiency in Excel
    • Quick learner
    • Self-starter
    • Ability to work both independently and as a team player
    • Ability to handle several tasks simultaneously with varying deadlines
    • Strong organizational and communication skills
    • Willingness to learn and expand scope of responsibility
    • High degree of integrity and judgment


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