Tax Analyst

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 :

Tax Analyst Education and Experience :

Tax Analyst - Immediate need. Apply today!