Licensed Tax Consultant

4 weeks ago


Southlake, United States Decision Financial Services Full time
Job DescriptionJob Description

Key Responsibilities:

  • Prepare and file tax returns for individuals, small businesses, and corporations, ensuring compliance with federal, state, and local tax regulations.
  • Provide expert advice on tax planning and strategies to individuals, businesses, and organizations.
  • Review clients’ financial records, such as income statements, balance sheets, and receipts, to ensure accurate tax filings.
  • Educate clients on tax matters, helping them understand their financial and tax obligations.
  • Represent clients during IRS or state audits, preparing necessary documentation and defending tax positions.

Qualifications:

  • Minimum 2-3 years of experience in tax preparation and advisory.
  • Active Licensed Tax Professional designation ( EA,CPA, or equivalent)
  • Strong knowledge of federal, state and local tax codes
  • Proficient in tax software such as Drake or UtraTax preferred
  • Detail-oriented with strong analytical abilities.
  • Ability to effectively use the company portal for managing client data, tracking filings, and accessing relevant tax resources and tools.
Company DescriptionDecision Financial Services is a rapidly growing tax and bookkeeping firm based in Southlake, Texas, serving an affluent clientele across the United States. Our team of eight employees thrives in a dynamic and deadline-driven environment, fostering a balance between professional and personal lives.Company DescriptionDecision Financial Services is a rapidly growing tax and bookkeeping firm based in Southlake, Texas, serving an affluent clientele across the United States. Our team of eight employees thrives in a dynamic and deadline-driven environment, fostering a balance between professional and personal lives.
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