This is an in-office role designed to foster collaboration, team engagement, and exceptional client service. Candidates should be available to work on-site in our Katy office during business hours.
About Us:
Patriots Tax & Bookkeeping is a fast-growing, client-focused firm with a reputation for excellence, integrity, and professionalism. With decades of corporate and small business experience, we are committed to providing high-quality tax, bookkeeping, and financial services to individuals and businesses. We are expanding and looking for a skilled and motivated Senior Tax Preparer / Branch Manager to lead our Katy branch.
Job Summary:
We are seeking a highly experienced and detail-oriented Senior Tax Preparer / Branch Manager to oversee day-to-day branch operations, manage client relationships, and lead the preparation and review of individual and business tax returns. The ideal candidate is a strategic thinker with leadership skills and a deep understanding of bookkeeping, tax law and compliance.
Key Responsibilities:
Tax Preparation & Review
- Prepare and review complex individual, corporate, partnership, and trust tax returns.
- Ensure all tax filings comply with federal, state, and local regulations.
- Conduct tax planning and provide strategic advice to clients.
- Stay current on tax law changes and industry best practices.
Branch Management
- Oversee daily operations of the branch, ensuring high levels of efficiency and client satisfaction.
- Lead and mentor junior staff, providing training, support, and quality control.
- Manage client onboarding, retention, and relationship management.
- Drive branch growth through community engagement and client outreach.
Administrative & Compliance
- Monitor deadlines and workflow to ensure timely and accurate delivery of services.
- Implement and uphold firm policies, procedures, and ethical standards.
- Handle client escalations and resolve issues professionally.
- Report key performance metrics to upper management.
Qualifications:
- Accounting Degree
- Minimum of 3 years’ experience in tax preparation (individual and business returns).
- EA or CPA preferred (or actively pursuing).
- 3+ years of experience in a supervisory or managerial role.
- Strong knowledge of ProConnect tax software.
- Excellent organizational, analytical, and communication skills.
- Customer-first mindset with a professional and approachable demeanor.
Benefits:
- Competitive salary + performance-based bonuses
- Opportunities for advancement within a growing company
- Paid time off and holidays
- Continuing education support
- Flexible scheduling during off-season
- Supportive, values-driven company culture
Job Types: Full-time, Part-time
Pay: $35.00 - $55.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k)
- Flexible schedule
- Paid time off
Compensation Package:
- Bonus opportunities
- Commission pay
- Hourly pay
Application Question(s):
- Do you have over 3 years of experience in Tax & Accounting?
Language:
- fluent English & Spanish (Preferred)
License/Certification:
Ability to Commute:
- Katy, TX 77449 (Preferred)
Work Location: In person
