CFS has teamed up with a well-established Tax Firm located in Katy TX.

Job Title: Tax/Financial Planning Analyst
Companies Mission:

• To provide personalized services to help you identify your financial goals and concerns
• To develop objective and highly professional solutions that are customized to fit your unique issues
• To offer services that will add value significantly greater than your cost to retain us
• To remember that you are the client and we are here to serve you

Why join this company?

• Small Office and Family Oriented Environment
• Three weeks of Vacation
• 401K Match
• No more than 40 hour work weeks
• Competitive Compensation Package

Job Duties:

• 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
• 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 on a needed basis