This job requires several (5+) years of financial planning and U.S. tax preparation experience. This person will prepare comprehensive financial plans for individuals and calculations to assist with decision making.  A thorough knowledge of the planning processes, investment universe, insurance, trust and estate matters, related legal aspects, and tax compliance is required. Must be able to successfully manage multiple assignments, develop quality relationships, identify client needs and service opportunities, and propose solutions as issues arise.  There are opportunities to provide strategic consulting services, train and coach staff, and perform business valuations.  Qualified candidates should possess CPA, CFP, CPA/PFP, EA or similar designations.

Full-time or part-time.

Work from home.

Houston, TX area preferred.

These jobs require several (3+) years of U.S. tax preparation experience, and accounting knowledge for preparation, compilation and review of financial statements. QuickBooks ProAdvisor certification preferred.  This person will prepare and assist with individual, business and other entity tax returns, and provide accounting, research, systems and other related services.  Must be able to successfully manage multiple assignments, develop quality relationships, identify client needs and service opportunities, and propose solutions as issues arise.  There are opportunities to provide strategic consulting services, prepare personal financial plans, train and coach client staff, and perform business valuations.  Qualified candidates should possess CPA, EA, CFP or similar designations.

Full-time or part-time.

Work from home.

Houston, TX area preferred.

We are seeking an experienced and resourceful client service coordinator to manage the day-to-day relations with our clients. The client service coordinator will be responsible for communicating with clients, network and office organization, maintaining databases, assembling tax returns, document and data input/verification and assisting tax preparers with document organization. Marketing experience and college degree, a plus. Experience with accounting/bookkeeping, tax return preparation and Quickbooks preferred.  

Requirements:

• Excellent communicator; superior written and spoken English

• Great attention to detail

• Friendly and professional demeanor

• Experienced with all MS products: Word, Excel, Outlook & Powerpoint

• Dedicated to outstanding service

• Desire to Learn

• Must be able to manage multiple projects

Full time or part time.

Work from Home, but must be located in 

Kingwood, TX area.