Tax Accountant / Financial Planning (High Net Wealth, Planning), Energy Corridor, Houston –

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


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

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