This full time, permanent position allows the successful candidate to work for a fee-only comprehensive financial planning firm in the west Houston (TX) area. The candidate will assist advisors to provide financial planning services to clients by undertaking the following responsibilities:
Developing and analyzing client tax estimates (federal/state/trust) using tax planning software
Providing tax recommendations and tax strategies for clients to advisors
Developing client rebalance schedules and asset allocations using Excel
Populating and analyzing outputs from financial planning software
Preparing client billing invoices
Gathering data for quarterly investment committee meetings
Providing accountants with client data and tax estimates, responding to accountants’ questions and reviewing client’s draft tax returns
Preparing estimated tax payment vouchers for individuals (state/federal) and trusts
Other analytical tasks/projects on as needed basis
Administrative tasks (transfer of assets, opening client accounts etc.) on as needed basis
We are seeking a person with the following qualification and capabilities:
CPA designation/Enrolled Agent or strong tax background highly preferred
Strong preference for candidates with experience preparing Federal/state/trust tax returns
Strong preference for candidates with experience using tax planning software (CS Ultratax/CS Planner/Bloomberg BNA or other tax planning software)
Very high attention to detail
Strong analytical skills
Proficiency in Excel
Ability to work both independently and as a team player
Ability to handle several tasks simultaneously with varying deadlines
Strong organizational and communication skills
Willingness to learn and expand scope of responsibility
High degree of reasoning and integrity with sound reasoning and judgment
About Franklin, Parlapiano, Turner, and Welch LLC
Franklin, Parlapiano, Turner & Welch LLC is an independent SEC registered financial planning firm that serves high net worth clients in the oil and gas industry from our office in west Houston, TX. We have a team of highly motivated professionals, consisting of four client advisors and 5 other full or part-time staff that help our clients develop comprehensive wealth management solutions. The firm was established in 2004 and currently manages approximately $470 million of client investments.
If you are looking for a change to a firm that has a client-focused, open and collaborative family environment, and work with experienced professionals who want to help you develop your career, then we may be the firm for you.
Further information about our firm can be obtained by browsing our website at www.fptwllc.com
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