Tax Senior

3 weeks ago


Southlake, Texas, United States Thomas V Stephen & Co., PC Full time
Job Title: Tax Senior

At Thomas V Stephen & Co., PC, we are seeking a highly skilled Tax Senior to join our team. As a Tax Senior, you will play a key role in completing multiple tax returns, including supervising and reviewing the work of staff. This is a flexible position that requires strong leadership and client relationship skills.

Responsibilities:

  • Prepare HOA, Partnership, Individual Corporate, Franchise, and Not for Profit tax returns
  • Train staff accountants in all types of tax preparation as necessary
  • Review tax returns prepared by staff accountants
  • Work with the controller to handle IRS exams
  • Conduct tax research and assign tax calculations to clients
  • Meet with and advise clients on tax planning and compliance
  • Miscellaneous projects as necessary

Requirements:

  • Bachelor's degree in accounting, finance, or taxation required
  • CPA not required but a plus
  • Not for Profit, high net worth, real estate, construction, M&D, and service industry experience
  • Self-directed and organized
  • Team Player
  • Strong leadership and client relationship abilities
  • Excellent written and verbal skills
  • Able to meet deadlines and engagement time budgets
  • Software: UltraTax, File In Time, Microsoft Office Applications, Pro-Systems engagement, CCH, QuickBooks, and Peachtree


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