This job requires several (preferably 5+) years of financial planning and U.S. tax preparation experience. This person will prepare individual, comprehensive financial plans and calculations to assist with decision making. A thorough knowledge of the planning processes, investment universe, insurance, trust/estate matters, related legal aspects, and tax compliance is required. This position will work on all phases of the process including, but not limited to: financial planning, tax planning, tax preparation, investments, estate planning, cash flow management and client goals and objectives. Additionally, there are also opportunities to provide strategic consulting services, train and coach staff, and perform business valuations.
Principle responsibilities and activities include:
- Financial planning process. Tax preparation for assigned clients. Review task assignments for each client and work directly with team members to ensure all follow-up and action items are documented and completed on time. Make recommendations to clients. Assist with investment research and/or company valuation projects.
Skills and job requirements:
- Must be able to successfully manage multiple assignments, develop quality relationships, identify client needs and service opportunities, and propose solutions as issues arise. Strong work ethic, excellent communication and strong interpersonal skills are a must. Tax software and investment software experience is required.
Qualified candidates should possess CPA, CFP, CPA/PFP, EA or similar designations. Training assistance available to the right candidate who possesses the preferred experience.
Full-time or part-time.
Work from home, flexible hours.
Houston, TX area preferred.