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Tax Preparer

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Posted Jan 13, 2025
Job Description

ROLE:

Responsible for income tax preparation for individuals and businesses. Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Understand and complete tax forms in accordance with policies and in compliance with legislation and regulations.

KEY ACCOUNTABILITIES:
You will be responsible for Tax Preparation and the related duties are as follows:

- Understand business financial statements.
- Collect relevant tax documents and input into Drake accounting software.
- Prepare simple to complex tax returns for individuals and businesses.
- Update clients at key points throughout the tax return process.
- Build client relationships to promote service recommendations.
- Assist Bookkeeper(s)/Accountant(s) if needed.
- Prepare IRS response letters
- Spot errors and suggest ways to improve efficiency
- Any other duties as assigned

POSITION COMPETENCIES:

- Excellent customer services skills, including patience, flexibility, and a positive attitude.
- Strong organizational and problem-solving skills, including time management and strategic thinking.
- Independent worker
- Strong written and verbal communication skills
- Commitment to quality and timely completion of work

Skills Required

POSITION EXPERIENCE REQUIRED:
2+ years proven work in a CPA firm or similar
Proficient with Drake Software
Bachelor’s Degree in Accounting or equivalent
Strong computer skills and proficient in Microsoft Office Suites

Compensation:

$60,000 - $70,000

Job Categories

Job Types(s):   Accounting / Finance

Industry(s):   Accounting

Employment Type:   Employee - Full Time

Job Location(s):   The Woodlands, North Harris County, Tomball / Magnolia, Spring, Oak Ridge / Shenandoah

Contact Information

PE CPA PLLC

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