Senior Financial Advisor

7 days ago


Waco, Texas, United States Pattillo, Brown & Hill, LLP Full time
Job Overview

Pattillo, Brown & Hill LLP is a dynamic organization that values innovation, integrity, and balance in all aspects of its business. We strive to deliver exceptional service to our clients by fostering a positive work environment that promotes personal growth and development.

Salary and Benefits

We offer an attractive salary range of $80,000 - $120,000 per year, depending on experience, plus a comprehensive benefits package that includes 401(k), dental insurance, flexible schedule, health insurance, paid time off, training & development opportunities, and vision insurance.

Job Responsibilities

The Tax Senior/Supervisor will prepare federal and state tax returns for clients across various industries, conduct research on key issues, and assist with other tax planning and consulting projects. Key responsibilities include:

  • Preparation and review of tax returns, including 1120, 1120s, 1065, and 1040 income tax returns
  • Preparation of 990 non-profit tax returns and Texas franchise reports
  • Working knowledge of firm technology, including Microsoft Word, Excel, Outlook, and Adobe Acrobat
Requirements

To be successful in this role, you should have:

  • 3-7 years of experience preparing tax returns mentioned above
  • CPA certification or parts passed
  • Experience with current computer accounting programs
  • Detail-oriented and deadline-driven approach
  • Strong interpersonal skills and experience interfacing with clients
  • Strong analytical and problem-solving skills
  • Strong leadership skills
Work Environment

This is a remote position that offers flexibility and autonomy. You will work as part of a team to achieve shared goals and objectives, while enjoying the benefits of working remotely.



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