Lucas Group is North America's premier executive search firm. Since 1970, our culture and methodologies have driven superior results. We assist mid-tier to Fortune 500 clients find transcendent, executive talent; candidates fully realize their career ambitions; and associates find professional success.
Title: Tax Analyst
Location: West Houston
Position Highlights:
Become the next Tax Analyst at our Houston based Financial Services client, and help high net-worth individuals and families with strategic tax planning and tax filing preparation. This is a great opportunity to enjoy a slower pace of work, while pursuing your passions as a tax professional.
- Great location in the West side of Houston
- Working with an entrepreneurial Finance team and high-net worth families and individuals in strategic tax planning and savings strategies
- Stable company history and easily manageable work hours
- Healthcare and other benefits provided
Responsibilities:
This full time, permanent position will assist advisors to provide financial planning services to clients by undertaking the following responsibilities:
- Develop and analyze client tax estimates (federal, state, trust) using tax planning software.
- Provide tax recommendations and tax strategies for clients to advisors.
- Prepare estimated state and federal tax payment vouchers for individuals and trusts.
- Develop client rebalance schedules and asset allocations using Excel.
- Populate and analyze outputs from financial planning software.
- Prepare client billing invoices.
- Gather data for quarterly investment committee meetings.
- Other analytical tasks on as needed basis.
- Administrative tasks: transfer of assets, opening client accounts, etc. on as needed basis.
Requirements:
- At least 5 or more years experience
- BBA in Accounting or Finance is required; Masters in Accounting or Taxation is a plus
- CPA or parts passed is a plus
- A background in public accounting is preferred
- Strong preference for candidates with experience preparing federal, state, and trust tax returns
- Experience with tax planning software is a plus
- Very high attention to detail and necessary analytical skills is required
- Proficiency in Excel is a must
