Job Type
Full-Time Regular
Houston TX
CPA Tax / Financial-Planning Analyst sought for a comprehensive west Houston (TX) financial planning firm. Utilize your tax knowledge and your analytical ability to assist advisors who provide financial planning services to clients. Work life balance? How about 9-5 with a regular 3:30 exit on Friday afternoons? This is a professional yet very employee-friendly opportunity. Here are the particulars:

Significant advantages for Tax / Financial-Planning Analyst candidate
> Utilize CPA tax knowledge and experience ,
> A very employee-friendly schedule: 9-5 with 3:30 exits on Fridays,
> Learn about investments, and do regular analysis of tax ramifications
> Earn a competitive compensation and benefits package.
The Role of the CPA / Financial-Planning Analyst
 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 (state/federal) and trusts
 Populate and analyze outputs from financial planning software

Background Profile of the CPA / Financial Planning Analyst
 At least 5 years of individual tax preparation experience
 Experience preparing individual federal/state/trust tax returns
 Excel proficiency
 Strong analytical skills
 Conceptually understand big picture concepts
 (Not required) Understanding of investments

For a confidential conversation, schedule a call with Dan Toussant here, or send resume to