Lead Tax Specialist

2 months ago


Austin, Texas, United States RUIZ CPA & ASSOCIATES PC Full time
Job Description

We are looking for a meticulous and skilled Tax Specialist to become a part of our esteemed CPA firm. In this position, you will showcase your proficiency in various accounting functions, including the preparation of financial documents, tax filings, and fostering strong relationships with clients.

Key Responsibilities:

  • Prepare federal tax returns including 1040, 1120, and 1065 using Ultra Tax Software.
  • Compile financial statements for our business clients.
  • Address client inquiries related to their accounts.
  • Gather, collect, and organize all necessary documentation.
  • Regularly review and reconcile the general ledger.
  • Generate reports such as 941, 940, TWC, W-2, and 1099.
  • Maintain the high standards and reputation of our firm.
  • Engage with clients through phone, email, and in-person meetings.
  • Keep client files well-organized and up-to-date.
  • Collaborate effectively with team members to achieve common objectives.

Qualifications:

  • Bachelor's degree in Accounting or a related field is required; CPA or EA designation is preferred.
  • A minimum of 3 years of experience in accounting is essential.
  • Experience in both corporate and personal tax is necessary.
  • Strong computer skills, particularly in Microsoft Office and databases.
  • Familiarity with QuickBooks and financial reporting.
  • Detail-oriented with a consistent and thorough approach.
  • Excellent customer service and interpersonal abilities.
  • Outstanding communication skills via phone and email.
  • Able to excel in a fast-paced, deadline-driven environment.
  • Benefits include health insurance, Simple IRA, profit sharing, and vacation.
Company Overview

We are a well-established and reputable CPA firm that has been serving clients with dedication and professionalism.


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