CPA

Molen & Associates - Houston, TX

Full-time

Tax Professional – Certified Public Accountant
Job Description

Job Title: Tax Professional - CPA

Department: Tax

Reports to: Tax Professional Manager

FLSA Status: Salaried / Exempt

Position Summary

The CPA is responsible for conducting tax interviews and for preparing individual and business tax returns so clients pay the least possible tax as prescribed by tax law. The CPA answers tax questions and offers advice, as qualified, to assist clients. They are responsible for preparing and analyzing financial reports for individuals and companies, as well as auditing financial reports for compliance and reviewing company's financial status to ensure there are no discrepancies. Additionally, CPAs are expected to develop trusted relationships with their client base so that their client’s holistic financial picture is understood and they are able to offer or refer wealth management services.

Essential Duties and Responsibilities

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Preparation

  • Conduct individual tax interviews and review with supervisor as necessary
  • Finalize individual tax returns and resolve any electronic filing issues prior to, during, and after electronic transmission
  • Complete a minimum of 350 individual income tax returns in the first year and 450 individual income tax returns annually thereafter
  • Answer client questions
  • Assist clients in responding to Internal Revenue Service correspondence
  • Assist other tax professionals through initial input of tax return data, finalizing tax returns, or any task that can be delegated as time permits

Accounting

  • Maintain and audit company financial records
  • Oversee budget and financial management
  • Perform duties related to bookkeeping, preparation of government audits, taxes, and financial planning
  • Create and analyze budgets
  • Participate in strategic planning, fraud prevention, and budget development

Back Office Support

Back office support to include but not limited to:

  • Scanning
  • Printing and collating tax returns
  • Give completed tax returns to clients
  • Filing
  • Special projects as assigned

Continuing Education

  • Participate in annual tax education event (i.e. CSEA Super Seminar) as directed
  • Actively seek updated tax knowledge as required (i.e. www.IRS.gov, local seminars, Quick Finders)
  • Maintain CPA status and meet the annual CPA continuing education requirements

Wealth Management Services

  • Actively “mine” client base for financial opportunities
  • Refer a minimum of 12 tax clients annually to the wealth management department.
  • Participate in financial appointments as requested
  • Support case design as needed (i.e. answering tax questions)
  • Attend wealth management events as needed (i.e. dinners, lunches, evening appointments, etc.)
  • Participate in financial education events (i.e. wholesaler meetings, web-conferences)

Must possess excellent communication skills and the ability to foster positive relationships with the client base and fellow employees. Ability to work with minimal supervision. Our industry requires a strong deadline structure mentality; therefore, tax professionals must be able to complete all assignments on their calendar/activity list. The only exception is to get supervisor approval before the due date has lapsed. Must possess the ability to learn and progress in the above listed essential job functions.

Core Values

To perform the job successfully, an individual should demonstrate the following core values:

Client Focus: Cares about client success, services client above all else, friendly, treats everyone with respect, understands the value of reputation, and encourages team work with client.

Integrity: Hard worker, willingness, does the right thing, shows honesty.

Professional Abundance: Takes responsibility, maintains accountability, shows unequivocal excellence, willing to teach, train, and expound.

Systematic Problem Solving: Continues to strive for perfection, detail oriented, Pragmatic, questions to solve, creative, values accuracy.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience: Associates degree or five years related experience and/or training; or equivalent combination of education and experience.

Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of an organization.

Mathematical Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills: To perform this job successfully, an individual should have knowledge of MS Office (Word, Excel, PowerPoint, Access, Publisher, Outlook, Internet Explorer)

Certificates and Licenses: Internal Revenue Service Preparer Tax Identification Number (PTIN)

Additional Information

Tax Season: Each year the tax season is different depending on where the first of February falls in the week and what day of the week April 15th falls. The tax season will include at least 12 hours a day five days a week and 5 hours on Saturday and any additional hours necessary to fulfill job requirements. The specifics of the hourly requirements will be addressed each year no later than January 15th.

Off-Tax Season: 8:30 a.m. – 5:00 p.m. Monday – Wednesday

8:30 a.m. – 8:00 p.m. Thursday

8:00 a.m. – 12:00 p.m. Friday

Any additional hours necessary to fulfill job requirements.

Supervisory Responsibilities

This job has no supervisory responsibility.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include Close vision, Distance vision, Peripheral vision, Depth perception and Ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Job Type: Full-time

Salary: $45,000.00 to $55,000.00 /year

Experience:

  • Accounting: 1 year (Preferred)

License:

  • CPA (Required)