Tax Analyst

Highlights:

• Ready to interview now and start after tax season
• ***In office – Great work, life balance***- 9-5 Monday-Friday, leave early Friday (no staying late or weekends)
• Named one of the top 2% of the Investment Advisory firms (RIA’s) in the country
• Financially stable- have not had to lay off in downturns or covid and still paid out bonuses
•  
• Business casual and casual dress
• Collaborative, family environment
• 20% target bonus

Opportunity:
• Assist advisors to provide financial planning services to clients
• Client tax estimates (federal/state/trust) using tax planning software
• Tax recommendations and tax planning strategies for clients to advisors
• Develop Schedules and asset allocations
• Prepare estimated tax payment vouchers for individuals (state/federal) and trusts

Qualifications:
• 3 years of individual tax preparation experience
• EA, CPA, or in the process w/ CPA designation- will pay bonus once earned
• Experience preparing individual federal/state/trust tax returns
• Proficiency in Excel

Qualified resumes to jdrake@talancegroup.com 
and call Jennifer Drake (713) 255-0751