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
