Tax Analyst

4 weeks ago


Houston, United States Clayton Services Full time

Clayton Services is searching for a Tax Analyst to join a thriving company in West Houston. The Tax Analyst will be responsible for supporting advisors and providing accurate tax analysis and planning strategies for clients. Job Type: Direct Hire Pay Rate: $85,000-$100,000/year plus bonus Benefits: Medical, dental, vision, 401(k), PTO, and more. Tax Analyst Responsibilities: Prepare and review federal, state, and trust estimated tax calculations and payment vouchers. Provide recommendations to optimize client tax strategies and planning opportunities. Analyze and interpret outputs from financial planning and tax software. Assist in preparing asset allocations, rebalance schedules, and related reporting using Excel. Develop and issue quarterly client invoices and support billing processes. Collect and organize data for quarterly investment or committee meetings. Complete a variety of analytical assignments and special projects as needed. Perform administrative duties to ensure smooth daily operations. Other duties as assigned. Tax Analyst Skills and Abilities: Excellent attention to detail with strong organizational and analytical skills. Ability to manage multiple tasks and deadlines effectively. Strong written and verbal communication skills. Proficiency in Microsoft Excel; quick to learn new software tools. Self-starter who can work independently while collaborating in a team setting. High level of integrity, sound judgment, and professionalism. Receptive to feedback and committed to continuous improvement. Tax Analyst Education and Experience: CPA or Enrolled Agent designation preferred, or actively pursuing CPA. Minimum of 5 years of individual tax preparation experience. Experience with individual federal, state, or trust returns strongly preferred. Knowledge of investments is a plus, but not required. Tax Analyst - Immediate need. Apply today


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