Tax Senior

Location: Sugar Land, TX

Salary: Compensation is negotiable (based upon experience)

Job Type: Full-time, Hybrid

Includes: Competitive Salary, Bonuses, Benefits, and Work/Life Balance

Experience: 4 years

Education Level: Bachelor’s Degree or higher & CPA license (required)

Position Overview: We are seeking a motivated individual to join our team as a Tax Senior, experienced in tax preparation and review. This is a senior-level position requiring a minimum of 4 years of experience. Prior tax experience within a small to mid-size CPA firm is advantageous.

Essential Duties and Responsibilities:

• Review and Prepare Comprehensive Tax Returns: Review and prepare a wide range of tax returns, including federal and state individual, corporate, partnership, fiduciary, gift, and non-profit filings.
• Conduct Tax Research: Research evolving tax laws and regulations to address and resolve multifaceted tax challenges effectively.
• Prepare and Review Tax Planning Engagements: Develop comprehensive tax planning strategies to present in client meetings, providing tailored guidance to meet the client’s financial goals.
• Advocate for Clients in IRS Matters: Represent clients in dealings with the IRS, managing and resolving tax disputes, audits, and compliance issues.
• Training and Supervision: Provide strategic guidance in managing project workflows and team performance.
• Client Billing and Collections: Manage client billing and collections, ensuring timely and accurate invoicing and follow-up.
• Client Relationship Management: Cultivate strong and positive relationships with clients while serving as a key point of contact and ensuring client satisfaction.
• Marketing and Business Development: Actively engage in firm marketing initiatives and client acquisition efforts.

Qualifications:

• CPA
• Ability to collaborate effectively with colleagues and clients
• 4 years of recent public accounting firm experience and diverse tax experience
• Critical thinking and ability to multitask
• Working knowledge of QuickBooks
• PC proficient
• Knowledge of CCH Prosystems software is a plus
• International tax knowledge is a plus
• Excellent verbal, written, and listening skills

Join Us: If you are passionate about tax preparation and review, and thrive in a collaborative and supportive environment, we encourage you to apply. Join us in achieving new heights of excellence and making a difference for our clients. Apply today!