The work you'll do 

Are you a data‑driven finance professional who enjoys turning complex information into clear insights that influence strategic decisions? Would supporting forecasting, planning, and performance analysis in a fast paced environment excite you? TAG is looking for a Sr. FP&A Analyst to help strengthen our financial foundation and support our continued growth.

The team

Tax Advisors Group (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 640+ companies with a 95%+ client retention rate, we’re proud to have been named a 2025 and 2026 Top Workplace, one of America’s Best Tax Firms by Forbes for 2022 and 2023, and a most recommended tax firm for 2024 and 2025 by USA Today. Originally focused on providing property tax solutions for Texas corporations, TAG has in recent years begun expanding offerings to include nationwide compliance and real estate services, leading to an overall period of growth and transformation for the company.

Now is an exciting time to join the #TAGteam as the company continues to expand and evolve! Here at TAG, we recognize our people are our most valuable asset, and that’s reflected in our approach to driving a fantastic work culture. We’re focused on growing the business and leveraging that growth to carve out unique development opportunities for every person on the TAG team. With weekly catered lunches, regular social events in and outside the office, and an extended holiday break each December to disconnect and recharge, we really care about having fun while we work! To put it plainly – our goal is to be the #1 preferred employer in the property tax space.

 

Role Description 

The Sr. FP&A Analyst will be responsible for supporting financial planning, forecasting, and analysis activities that enable data-driven decision making to help achieve the organization’s strategic and financial goals.  The role will also be instrumental in strengthening and supporting the company’s growth as it continues to scale.   

The role varies in scope to include daily, weekly, monthly financial performance, as well as producing monthly forecasts, reports, and annual budgets.  The position will work hands-on with large datasets, build scalable models, automate reporting, and help shape the financial foundation of a fast-paced, PE-backed consulting services organization.

Responsibilities

  • Own and refine the company’s operating and financial modeling and planning strategy, build scenario-based forecasts, and partner with leadership to update assumptions and support operational decision making.
  • In collaboration with leadership, design and deliver monthly KPI dashboards, prepare monthly financial insights, along with analysis of budget versus actuals to support Board and executive reporting.
  • Act as a cross-functional thought partner to Sales, Consulting, Client Success, and Operations and help teams and senior leadership translate company goals into capacity, hiring, and spend needs.
  • Develop and refine financial models to support scenario planning, headcount forecasting and utilization, and revenue metric tracking.
  • Partner closely with Finance, Sales, and Client Success on data and revenue support to include recurring revenue analysis, expansion, churn, and revenue retention, and assist with analysis and pricing impacts.
  • Collaborate with business leaders to identify trends and provide financial insights.
  • Assist with ad-hoc financial analysis and special strategic projects as needed.
  • Support senior leadership initiatives tied to scalability, professionalization, and operational excellence.
  • Contribute to continuous improvement in FP&A processes, systems, and reporting tools.

 

Qualifications 

  • Bachelor’s degree required; an advanced degree or relevant certification (e.g., MBA, CFA, CPA) is a plus. 
  • Minimum of 3-5+ years of experience in progressive and relevant experience in a dynamic environment, with strong focus on financial modeling, analyzing large data sets, report creation, and providing recommendations.
  • Advanced Excel, PowerPoint, and accounting and financial systems skills.
  • Experience with BI tools, planning software, dashboard creation and visualization tools a plus.
  • Strong analytical skills and excellent verbal and written communication skills, with the ability to identify key trends and explain financial concepts to business leaders.
  • High level of organizational judgment, discretion, and attention to detail.
  • Strong cross-functional communication skills with the ability to collaborate with senior leaders.
  • Adaptability and comfortable operating in a dynamic, evolving environment with changing priorities.
  • Results-oriented with a high regard for accuracy and quality while balancing timelines. 
  • Excellent project management skills to meet deadlines. 
  • Resourceful with an infinite sense of curiosity to support and drive automation and continuous process improvement across finance workflows.

 

Benefits

Competitive base salary, with incentivized earning potential  

401(k) matching plan, Medical/Dental/Vision Plan

Paid time off, Winter Break Company Close, Social Events

Fitness Center

Hybrid Work Schedule

 

It is TAG’s practice to provide and promote equal opportunity employment through hiring, promotion, and transfer practices, compensation practices, and development opportunities without discrimination based on race, color, national origin, citizenship, sex or gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, service in the military, or any other characteristic protected by applicable federal, state, and local laws. 

 

This job is currently not open for applications. Would you like to see our other open positions?