Lead Tax Consultant CPA

2 weeks ago


Mineola, Texas, United States Kaplan & Associates CPAs PLLC Full time
Job Overview

We are seeking a Lead Tax Consultant with over 8 years of expertise to become a vital part of our team. In this role, you will take charge of preparing intricate multi-state tax filings, scrutinizing client financial documents, compiling and reviewing financial statements, and executing tax compliance submissions for our clientele.

Key Responsibilities:

  • Compile interim and year-end financial statements along with supporting documentation (both GAAP and Tax basis);
  • Prepare annual tax filings for C & S Corporations, LLCs, partnerships, fiduciaries, gifts, employee benefits, and individual clients;
  • Manage payroll tax obligations (quarterly and year-end), including 1099 forms;
  • Handle sales tax, RPIE, commercial rent tax, and various other tax submissions;

Essential Qualifications:

  • Demonstrated experience in a small accounting firm setting;
  • Solid understanding of GAAP and current tax legislation;
  • Proficiency in Lacerte, QuickBooks, Excel, and Word;
  • Detail-oriented with a strong focus on deadlines;
  • Exceptional analytical and problem-solving abilities;
About Our Firm

Kaplan & Associates CPAs PLLC is a small, seasoned firm catering to a prestigious clientele. Our environment offers exposure to advanced tax strategies, enabling candidates to identify and leverage opportunities effectively.



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