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 as needed basis
• Administrative tasks (transfer of assets, opening client accounts etc.) on as needed basis

Qualifications:

We are seeking a person with the following qualification and capabilities:

• 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