Tax Senior

Dallas, United States of America

*** $55k - $70k + benefits ***

Why work here? “If you are motivated by helping others reach for their potential and work/life balance is important, join our growing team of professionals.”

Job Description:

You will be in charge of the tax preparation process from start to finish; prepare and review individual, partnership, corporation, trust, and non-profit Federal and state tax returns; help with accounting closes to get books ready for tax prep; research, gather information from clients and advise them about laws and options; develop tax projections and saving strategies to share with clients in quarterly meetings; communicate with tax authorities to resolve issues.

Main Responsibilities:

  • Manage client tax engagements from start to finish
  • Prepare and review all types of tax returns
  • Look for ways to help clients save taxes
  • Do pro-active tax planning
  • Meet with clients to gather information and make recommendations
  • Quarterly planning meetings with business and high-net-worth clients
  • Supervise entry-level preparers
  • Work with the taxing authorities to resolve client tax issues
  • Keep abreast of tax laws and do research
  • As needed, help accounting services get books ready for tax prep
  • Make tax adjustments in client’s books
  • Occasionally prepare financial statements
  • Whatever it takes to provide world-class service to every client

Desired Qualifications:

  • Licensed Texas CPA (will consider if qualified to take the exam with plans to do so)
  • Three + years of tax preparation experience in a public accounting firm
  • Good knowledge of basic accounting principles and QuickBooks bookkeeping practices
  • Friendly with strong interpersonal skills; team player
  • Can thrive under the pressure of deadlines
  • Motivated, confident, and competent with little need for supervision
  • Tech savvy, proficient with Microsoft Office applications, QuickBooks online and desktop, Intuit ProSeries
  • Organized and detailed, able to prioritize and manage multiple projects at once
  • Strong analytical and problem-solving skills


Job description

Tax Senior

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