Tax / Financial Planning Analyst - Houston, Texas United States - 39573

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JOB DESCRIPTION

Job #: 39573
Title: Tax / Financial Planning Analyst
Job Location: Houston, Texas - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


No more long hours.   Family priority to firm.

Competitive Salary

Top Tier RIA 

employees long tenure.

JOB DESCRIPTION

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.

QUALIFICATIONS

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

 

 

Education:
University - Bachelor's Degree/3-4 Year Degree