Job #: 39573
Title: Tax / Financial Planning Analyst
Job Location: Houston, Texas - United States
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.
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
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: