Location: Irving TX
Employment Type: Full-Time
Compensation: $65,000 annually, plus bonus opportunities
Position Overview
We are seeking a motivated and detail-oriented Senior Tax Preparer to join our growing team. This position is ideal for a tax professional with 3–4 years of experience in individual and business taxation who is interested in advancing into a leadership role. The successful candidate will begin as a Senior Tax Advisor and will have a defined path toward managing a tax team as the organization continues to grow.
The ideal candidate possesses strong technical tax knowledge, bookkeeping proficiency, tax research capabilities, and the ability to develop efficient processes while mentoring and supporting team members.
Key ResponsibilitiesTax Preparation and Review
- Prepare and review individual income tax returns.
- Prepare business tax returns, including partnerships, S corporations, and corporations.
- Analyze financial information and supporting documentation for tax compliance and planning opportunities.
- Ensure timely and accurate completion of client engagements.
Tax Research and Advisory Services
- Conduct tax research on federal and state tax matters.
- Interpret tax regulations and communicate findings to clients and team members.
- Assist with tax planning strategies and implementation.
- Stay current on changes in tax laws and regulations.
Bookkeeping and Accounting Support
- Review bookkeeping records for accuracy and completeness.
- Understand and prepare journal entries when necessary.
- Reconcile accounts and identify accounting discrepancies.
- Collaborate with bookkeeping staff to ensure financial data supports tax reporting requirements.
Process Improvement and Leadership
- Develop, document, and improve internal tax and accounting processes.
- Assist with training and mentoring junior staff members.
- Support workflow management and quality control initiatives.
- Demonstrate leadership capabilities with the goal of progressing into a tax management position.
QualificationsRequired
- 3–4 years of experience preparing individual and business tax returns.
- Experience with tax research and interpretation of tax regulations.
- Strong understanding of bookkeeping principles and accounting processes.
- Ability to prepare and understand journal entries.
- Experience working with financial statements and general ledger activity.
- Strong organizational and time management skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects and deadlines.
- Demonstrated leadership potential and desire to advance into management.
Preferred
- Experience using Drake Tax Software.
- Experience supervising or mentoring staff.
- Experience creating and implementing workflow processes.
- Bachelor's degree in Accounting, Finance, or related field.
- CPA, EA, or active pursuit of professional credentials is a plus.
Benefits
We offer a competitive benefits package designed to support both professional and personal success:
- Annual salary base of $65,000 + bonus
- Performance-based bonus opportunities
- 401(k) with company match up to 4%
- Company-paid 50% of employee health insurance premium
- Full dental insurance coverage
- Full vision insurance coverage
- $50,000 company-paid life insurance policy
- SAM'S Club Business Membership
- One week of paid vacation after one year of employment
- Professional development opportunities
- Travel opportunities
- Career advancement path into tax management and leadership
Career Growth Opportunity
This position is designed for a professional who wants more than tax preparation. We are looking for someone who wants to build a career, develop leadership skills, improve operational processes, and ultimately grow into a Tax Manager role responsible for leading and developing a tax team.
To Apply:
Submit your resume along with a brief cover letter outlining your tax experience, bookkeeping background, and interest in advancing into a leadership position.
Pay: $65,459.00 - $71,220.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Vision insurance
Work Location: In person
