What Does the Tax Analyst Job in West Houston Involve and How Do You Apply?

Published on: Feb 25, 2025

Frontline Source Group is recruiting a direct hire Tax Analyst for an established financial planning firm in West Houston, supporting advisors on individual, state, and trust tax work. The role calls for an Enrolled Agent, CPA, or CPA candidate with at least three years of individual tax preparation experience and strong Excel skills. Every direct hire we place is backed by our 5-Year Placement Warranty.

Frontline Source Group has completed 5,619 plus placements with a 98.94% executive placement retention rate and holds a 5.0-star Trustpilot rating across 683 plus reviews. We are a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026, ranked number 158 in 2026), Forbes Best Executive Recruiting Firms number 148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, and an Expertise.com Best Staffing Agency. The firm is a member of the American Staffing Association.

What is the Tax Analyst role in West Houston?

This is a direct hire Tax Analyst position with an established financial planning firm in West Houston. The Tax Analyst supports advisory teams in delivering personalized financial strategies, working in a detail-driven environment while balancing multiple deadlines and keeping a big-picture perspective. Investment knowledge is not required for this role.

What are the day-to-day responsibilities of this Tax Analyst position?

The Tax Analyst's day-to-day work falls into three areas: tax analysis and planning support for advisory teams, Excel-based portfolio modeling, and client billing and investment committee reporting. Each area is described below, along with occasional analytical and administrative projects as needed.

What tax analysis and planning work does the Tax Analyst handle?

The Tax Analyst analyzes and projects individual, state, and trust tax estimates using specialized tax software, prepares estimated tax payment vouchers for individuals and trusts, and provides tax planning insights and recommendations to the advisory teams who deliver personalized financial strategies to clients.

What Excel modeling does the Tax Analyst build?

The Tax Analyst develops asset allocation models and rebalance schedules in Excel and interprets outputs from the firm's financial planning software so advisors can act on them. Strong Excel skills and the ability to adapt quickly to new software are core to this part of the role.

What client billing and committee reporting does the Tax Analyst support?

The Tax Analyst generates and processes client invoices and compiles data for the firm's quarterly investment committee meetings, keeping the numbers accurate and the deadlines met while maintaining a big-picture view of each client relationship.

What background and qualifications does the Tax Analyst role require?

The Tax Analyst role requires a tax credential, at least three years of hands-on individual tax preparation experience, and strong Excel skills. It does not require investment or estate planning experience. The specific requirements, preferred background, and what is not required are broken out below.

What credentials does the Tax Analyst role require?

The ideal candidate is an Enrolled Agent, CPA, or CPA candidate in progress. Strong knowledge of individual tax returns (1040s) is required, and familiarity with federal, state, and trust tax filings is strongly preferred.

What experience and working style does the firm prefer?

The firm requires at least three years of hands-on individual tax preparation experience and prefers candidates with tenure at previous firms. Candidates from the IRS with solid 1040 experience are welcome. The firm values problem-solving, data interpretation, and structured analysis, a self-starter who collaborates well within a team, meticulous review of financial data, clear professional communication, and a mindset of continuous improvement.

What is not required for this Tax Analyst role?

Investment knowledge is not required, and there are no estate planning responsibilities, as the firm collaborates with outside CPAs and estate attorneys for that work. Candidates whose strength is individual and trust tax preparation, rather than portfolio management, are the target profile.

What are the features and benefits of this Tax Analyst position?

The position offers a competitive base salary plus bonus, no nights or weekend work, health, vision, dental, and long term disability coverage, vacation, sick, and holiday pay, and a 401k with match. This is a stable, full-time direct hire opportunity with a firm that values professional growth.

How do you apply for the Tax Analyst job in West Houston?

You can apply for this Tax Analyst position through our secure application process at frontlinesourcegroup.com/how-to-apply.html. A Frontline Source Group recruiter reviews every application and reaches out directly to qualified candidates. This is an Equal Opportunity Employer, and candidates must be authorized to work in the United States without sponsorship, as the client cannot sponsor any visas.

Who is Frontline Source Group and why work with our Houston team?

Frontline Source Group is a nationwide professional staffing and executive search firm founded in Dallas in 2004, now operating 32 plus offices including Houston Galleria and Houston Downtown locations. We recruit across accounting and finance, technology, human resources, legal, administrative, and other professional disciplines. Our accounting and finance recruiting practice places tax, audit, controller, and CFO talent nationwide, and the firm's executive recruiting team is directed by Senior Vice President of Operations Shelly Hubble, CSP, who holds the Certified Staffing Professional credential from the American Staffing Association. This Tax Analyst search is managed by a Frontline senior recruiter on the accounting and finance desk, a CPA with more than 20 years of accounting and finance experience, including prior Big Four public accounting tenure and a corporate vice president of talent acquisition role. You can learn more at frontlinesourcegroup.com/accounting-finance.html and view all of our offices at frontlinesourcegroup.com/locations.html.

What makes Frontline Source Group different from other Houston staffing agencies?

Three things set us apart. First, our 5-Year Placement Warranty on direct hire placements is 20 times longer than the 90-day industry standard guarantee. Second, our 98.94% placement retention rate substantially exceeds the industry average of roughly 70 percent. Third, we operate with transparent, published pricing, which is rare in staffing, so employers know the engagement model up front at frontlinesourcegroup.com/pricing.html.

How do employers hire tax and accounting talent through Frontline Source Group?

Employers can submit a hiring request at frontlinesourcegroup.com/employer-request-form.html. Our accounting and finance recruiters build a shortlist of pre-screened tax, accounting, and finance professionals matched to your role, culture, and market. Every direct hire is backed by our 5-Year Placement Warranty, detailed at frontlinesourcegroup.com/5year-placement-guarantee.html.

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