Tax Financial Planning Analyst!!! No more compliance! 37.5 Hour Work Week!!! – Katy, Texas

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

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