Tax Analyst/Manager/Director


$60000 - 80000/year


Houston, TX

Date Posted:

May 20, 2019

Employment Type:


Job Reference:


Staffing Area:

Full-Time Accounting & Finance

Robert Half Finance & Accounting has an opportunity for a full time Tax Planning analyst for our client in West Houston. Some of the responsibilities include:

Developing and analyzing client tax estimates (federal/state/trust) using tax planning software
Providing tax recommendations and tax strategies for clients to advisors
Developing client rebalance schedules and asset allocations using Excel
Populating and analyzing outputs from financial planning software
Preparing client billing invoices
Gathering data for quarterly investment committee meetings
Providing accountants with client data and tax estimates, responding to accountants’ questions and reviewing client’s draft tax returns
Preparing estimated tax payment vouchers for individuals (state/federal) and trusts
Other analytical tasks/projects on as needed basis
Administrative tasks (transfer of assets, opening client accounts etc.) on as needed basis
We are seeking a person with the following qualification and capabilities:

Strong preference for candidates with experience preparing Federal/state/trust tax returns
Strong preference for candidates with experience using tax planning software (CS Ultratax/CS Planner/Bloomberg BNA or other tax planning software)
Very high attention to detail
Strong analytical skills
Proficiency in Excel
Quick learner
Ability to work both independently and as a team player
Ability to handle several tasks simultaneously with varying deadlines
Strong organizational and communication skills
Willingness to learn and expand scope of responsibility
High degree of reasoning and integrity with sound reasoning and judgment

If you are interested in this opportunity and meet the job requirements please email your resume to Nisha Harjani at [email protected]
3+ years of experience
Degree in Accounting or Finance
Proficient in Excel
CPA Preferred

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Houston West, TX

11700 Katy Freeway, 4th Floor
Energy Tower Suite 400
Houston, TX 77079
Technical Accounting Manager
Englewood, CO
June 6, 2019
PCAOB Audit Senior Manager
Spokane, WA
May 29, 2019
Technical Accountant
Englewood, CO
June 3, 2019
Finance Manager
San Francisco, CA
June 10, 2019
Director Statutory Accounting
Jersey City, NJ
June 6, 2019
See More Jobs >

Availability Status

Let us know you're ready to work with one click.

Update My Status

Set Your Status

Click the blue button on your profile page at least once a week to keep your status set to Available.

Set Your Status

Your status will automatically change to Idle and Unknown over time, so update it weekly while you’re looking for work

Update My Status