Tax and Financial Analyst

4 days ago


Richardson, Texas, United States Strategic Wealth Planning Full time
About the Role

We're looking for an experienced Tax and Financial Analyst to help us drive financial success at Strategic Wealth Planning in Richardson, Texas.

The estimated annual salary for this position is $70,000 - $90,000, based on qualifications.

Main Duties:
  • Prepare and file taxes for our clients, utilizing expertise in income tax law and regulations.
  • Analyze accounting records and financial statements to identify trends and areas for improvement.
  • Develop financial models and forecasts to inform business decisions.
  • Collaborate with cross-functional teams to ensure seamless execution of financial plans.

Qualifications:

  • At least three years' experience preparing and filing income tax returns.
  • Advanced knowledge of GAAP and tax laws.
  • Skilled in using current computer accounting programs and reporting tools.
  • Excellent analytical and problem-solving abilities, with strong communication skills.


  • Richardson, Texas, United States Guidehouse Full time

    About GuidehouseGuidehouse is a leading management consulting firm that helps clients address their most complex challenges. We are seeking an experienced Financial Crimes Analyst to join our team in this exciting role.Job SummaryThe Financial Crimes Analyst will be responsible for conducting risk assessments and mitigating potential financial crimes risks....


  • Richardson, Texas, United States Yoh Full time

    Company Overview:We are seeking a seasoned Senior Financial Analyst to join our team at Yoh. As a key member of our accounting department, you will be responsible for providing financial analysis and support to our clients in the Richardson, TX area.Salary: The salary range for this position is $38.70 per hour, depending on experience. With a strong track...


  • Richardson, Texas, United States NewGen Strategies & Solutions Full time

    Role OverviewNewGen Strategies & Solutions is a dynamic consulting firm that helps utilities deliver essential services. We seek a detail-oriented financial analyst with expertise in data analysis and problem-solving.Job SummaryThe successful candidate will work closely with senior colleagues and clients to estimate utility costs, financing vital...


  • Richardson, Texas, United States Guidehouse Full time

    About GuidehouseGuidehouse is a leading global consulting firm that specializes in advising clients on complex business challenges. Our team of experts has a proven track record of delivering high-quality results, and we're committed to creating a diverse and supportive workplace.Job OverviewWe're seeking an experienced Financial Crimes Risk Analyst -...


  • Richardson, Texas, United States Guidehouse Full time

    About the RoleWe are seeking an experienced Financial Crimes Risk Analyst to join our team. As a key member of our compliance department, you will play a crucial role in mitigating risks associated with financial crimes and ensuring adherence to regulatory requirements.Responsibilities:Perform thorough reviews of Anti-Money Laundering (AML) and/or Fraud...


  • Richardson, Texas, United States Guidehouse Full time

    About UsGuidehouse is a leading management consulting firm that offers a comprehensive suite of services to help organizations navigate complex challenges and achieve their goals.Job SummaryWe are seeking an experienced Financial Crimes Risk Analyst to join our team. The ideal candidate will have a strong background in financial crimes risk management, with...

  • Investment Analyst

    2 days ago


    Richardson, Texas, United States State Farm Full time

    OverviewWe are seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will have the opportunity to work on various projects, including credit analysis, financial modeling, and investment decision-making. This role is ideal for individuals who are passionate about finance and eager to learn from...

  • Tax Accountant

    4 weeks ago


    Richardson, Texas, United States Talreja & Company PC Full time

    About the RoleWe are seeking a highly skilled Senior Tax Accountant to join our team at Talreja & Company PC, a leading CPA firm in Richardson. As a senior tax accountant, you will be responsible for preparing and reviewing various types of tax returns for our clients.Key ResponsibilitiesPreparing income tax returns for entities such as LLC/partnerships,...


  • Richardson, Texas, United States Guidehouse Full time

    About the Role:">">Guidehouse is seeking a seasoned Financial Crimes Analyst to join our team in Transaction Monitoring. As a key member of our Financial Crimes Compliance team, you will play a critical role in identifying and mitigating financial crime risk. This position requires strong analytical and research skills, as well as the ability to work...


  • Richardson, Texas, United States Guidehouse Full time

    About the RoleGuidehouse is seeking a skilled Financial Crimes Risk Analyst to join our team. As a key member of our investigative compliance unit, you will play a vital role in identifying and mitigating financial crime risks.ResponsibilitiesThe successful candidate will be responsible for conducting thorough reviews of potential illegal or suspicious...


  • Richardson, Texas, United States Guidehouse Full time

    Job Description:Guidehouse is seeking an experienced Data Analyst for our Financial Crimes Compliance team.We are looking for a detail-oriented and analytical professional to conduct, identify, and monitor financial crime risk and report to relevant authorities as required on behalf of our clients.The responsibilities of this role will include but are not...


  • Richardson, Texas, United States Agile People and Payroll LLC Full time

    Job OverviewWe are seeking an experienced Financial Reporting Professional to join our team at Agile People and Payroll LLC. As a Senior Accountant, you will be responsible for preparing financial reports, conducting financial analysis and reconciliations.About UsWe value diversity and inclusivity as strengths that make our teams successful. At Agile People...

  • Tax Consultant

    4 weeks ago


    Richardson, Texas, United States Frontline Source Group Full time

    Company Overview">Frontline Source Group is a leading staffing agency with a strong presence in the US market. We specialize in placing top talent in various industries, including finance and accounting.">About the Job">We are seeking an experienced Tax Senior to join our team. The ideal candidate will have a solid understanding of tax law and regulations,...


  • Richardson, Texas, United States Agile People and Payroll LLC Full time

    Job DescriptionWe are seeking an experienced Agile Process Analyst to join our team. As an Agile Process Analyst, you will work closely with cross-functional teams to analyze business needs, identify opportunities for improvement, and develop strategies to enhance our processes.The ideal candidate will have at least 2+ years of experience in process...


  • Richardson, Texas, United States Strategic Wealth Planning Full time

    Job Title: Bookkeeping and Tax AssistantCompany Overview:Our boutique financial services firm provides an excellent opportunity for a motivated individual to join our team as a Bookkeeping and Tax Assistant.Salary:The estimated annual salary range is $50,000 to $65,000.Job Description:In this role, you will maintain QuickBooks Desktop and Online accounts for...


  • Richardson, Texas, United States Xite Realty Full time

    Xite Realty is a leader in the healthcare services M&A and Real Estate industry, and we are seeking a talented Commercial Real Estate Analyst to join our team. As a Commercial Real Estate Analyst, you will play a key role in supporting the business development team by analyzing the financial performance and business metrics of healthcare practices.This role...


  • Richardson, Texas, United States Talreja & Company PC Full time

    About the RoleWe are seeking a highly skilled Financial Accountant Specialist to join our team at Talreja & Company PC, a reputable CPA firm in Richardson. As a key member of our accounting and tax advisory team, you will be responsible for providing exceptional financial services to small businesses.As a Financial Accountant Specialist, your primary duties...


  • Richardson, Texas, United States NewGen Strategies & Solutions Full time

    About NewGen Strategies & SolutionsWe are a consulting firm dedicated to helping utilities deliver vital services. Our team is passionate about making a positive impact on our clients' water consumption and costs.Job DescriptionThe Senior Financial Analyst will work directly with senior colleagues and clients to estimate utility costs, financing vital...


  • Richardson, Texas, United States Strategic Wealth Planning Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Strategic Wealth Planning in Richardson, Texas.The estimated annual salary for this position is $65,000 - $85,000, depending on experience.Key Responsibilities:Prepare and analyze financial records for our clients, including income tax returns, accounting reports, and...


  • Richardson, Texas, United States University of Texas at Dallas Full time

    Job Summary:We are seeking a highly skilled Business Systems Analyst to join our team at the University of Texas at Dallas. In this role, you will work closely with customers, business analysts, developers, and team members to understand business requirements that drive the analysis and design of quality technical solutions. Your primary purpose will be to...