Job Summary
A Tax Senior should possess strong technical tax knowledge, and be committed to delivering exceptional client service. This position is responsible for preparing and reviewing tax returns, providing bookkeeping and payroll services, and serving as a trusted advisor to clients while mentoring junior team members. This position reports directly to the Tax/Audit Partner.
Duties & Responsibilities
Tax Services
- Prepare federal, state, and local tax returns for individuals, corporations, partnerships, S corporations, and trusts.
- Review tax returns prepared by staff to ensure accuracy, completeness, and compliance with applicable tax laws.
- Perform tax research and resolve technical tax issues.
- Assist clients with tax notices and correspondence from taxing authorities.
Accounting & Payroll Services
- Provide bookkeeping and general accounting services for clients.
- Prepare monthly, quarterly, and annual financial reports.
- Process and review payroll and payroll tax filings.
- Reconcile bank accounts and general ledger accounts.
- Assist clients with accounting system questions and process improvements.
Client Service
- Develop and maintain strong client relationships through responsive communication and exceptional service.
- Meet with clients to discuss tax matters, financial information, and planning opportunities.
- Respond promptly to client questions and provide practical, solution-oriented advice.
- Manage multiple client engagements while ensuring deadlines are met.
Leadership
- Review work prepared by staff and provide constructive feedback.
- Communicate engagement progress and potential issues to the Tax Partner.
- Demonstrate professionalism, integrity, and accountability in all interactions.
General Knowledge, Skills & Abilities
- Thorough knowledge of federal and state tax laws and regulations.
- Strong understanding of accounting principles and financial reporting.
- Ability to prepare and review complex individual and business tax returns.
- Proficiency in bookkeeping and payroll processing.
- Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with a client-service focus.
- High level of professionalism, integrity, accuracy, and attention to detail.
- Proficiency with tax preparation software, QuickBooks, and Microsoft Office applications.
Qualifications
- Bachelor's degree in Accounting or a related field.
- Minimum of three (3) years of public accounting experience with progressive tax responsibilities.
- Enrolled Agent (EA) or Certified Public Accountant (CPA) designation.
- Experience preparing and reviewing individual and business tax returns.
- Experience providing bookkeeping and payroll services.
- Experience supervising, reviewing, or mentoring staff.
Benefits
- 401(k) and 401(k) matching
- Health, Dental, Vision, and Life Insurance
- Paid Time Off (PTO)
- Hybrid/ Flexible scheduling
Work Environment & Schedule
- Schedule: Monday to Friday; Saturdays and evenings may be required during Busy Season
- Relocation/Commute: Candidates must be able to reliably commute to the office
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- License reimbursement
- Life insurance
- Paid training
- Vision insurance
- Work from home
License/Certification:
- Enrolled Agent License or CPA License (Required)
Work Location: Hybrid remote in Spring, TX 77380
