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|Title:||Tax / Financial Planning Analyst|
|Job Location:||Houston, Texas - United States|
|Salary:||contact recruiter for details|
|Employer Will Recruit From:||Regional|
No more long hours. Family priority to firm.
Top Tier RIA
employees long tenure.
CPA urgently needed
5 years Minimum experience with tax prep, High-net Worth clients
NO MORE crushing tax season hours
100 hr+ weeks gone! Life/Work Balance restored
Growing Top Tier RIA adding to accounting team.
Located in Houston with approximately 500MM AUM, the firm creates detailed comprehensive financial plans for HNW clients that inclued true tax planning, not just 1040 preparation.
You are not a "value add", but a part of a proactive team, at the core of the financial plan. This is an RIA like no other. Be a team player and enjoy a work and family balance not available at the Big Four.
CPA designation a MUST, can have EA
5 years minimum Experience preparing Federal/state/trust tax returns
Strictly tax side of Finanical Planning for client, Financial Advisor handles investment recommendations
University - Bachelor's Degree/3-4 Year Degree