Tax Preparer

3 hours ago

Houston, Texas, United States Financial Planning & Tax Office Full time

Financial Planning Tax Office is looking for a goal-driven tax preparer to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. Should also be able to process bookkeeping for clients and analyze company financials. To ensure success as a tax preparer you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities.

Duties and Responsibilities:

  • Informing clients on the tax preparation process
  • Collecting relevant financial records, including W-2 and income statements
  • Preparing and submitting tax returns for clients.
  • Inputting data from financial records into tax return software or databases
  • Utilizing applicable federal, state and local tax law to determine deductions and the amount of each client's earn on the return
  • Completing and filing tax documents with appropriate agencies, IRS, state and local government entities
  • Securing repeat business
  • Analyzing tax data submitted by the client to maximize the outcome for the client.
  • Acting as a representative for clients with applicable agencies as required
  • Building customer relationships to promote and expand the business

Skills and Qualifications:

  • Experience with both Individual and Corporate Returns
  • Bachelor's degree in accounting or finance.
  • Registered Tax Return Preparer Test completed
  • Registration with the IRS with a valid PTIN
  • In-depth knowledge of applicable tax laws, regulations and deadlines
  • Proficient with common tax preparation, word processing and Excel software applications
  • Excellent customer service skills, including patience and flexibility
  • Minimum of 2 years' experience
  • Great organizations skills, including time management and strategic thinking
  • Strong written and verbal communication skills
  • Must ensure confidentiality

  • Tax Preparer

    1 week ago

    Houston, Texas, United States MPH Tax Services Full time

    OverviewWe are seeking experienced tax preparers and individuals that are interested in joining the industry.We need individuals that are detail-oriented and knowledgeable to join our team. This is a contract 1099 position. The ideal candidate will have a strong background in accounting, tax preparation, financial services or a similar role. He/she will have...

  • Tax Preparer

    15 hours ago

    Houston, Texas, United States The tax experience Full time

    Duties/Responsibilities:Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.Reviews all supplied financial information for accuracy.Uses the appropriate accounting software or...

  • Tax Preparer

    1 week ago

    Houston, Texas, United States liberty tax service Full time

    Job Description:Plan, prepare, and file income tax returnsCommunicate effectively and professionally with clientsBalance multiple tasks and prioritize efficientlyBuild customer relationships and advise clients regarding their tax returnsQualifications:Strong verbal and communication skillsAbility to work both independently and as part of a teamPTIN...

  • Tax Preparer

    5 days ago

    Houston, Texas, United States Revive Business & Tax Consulting Co. Full time

    OverviewWe are seeking a detail-oriented and knowledgeable Tax Preparer to join our professional team. This role involves preparing individual and business tax returns, providing exceptional customer service, and ensuring compliance with current tax laws. The ideal candidate will possess strong accounting skills, familiarity with financial software, and a...

  • Entry-Level Tax Preparer

    1 week ago

    Houston, Texas, United States S&A Professional Solutions Full time

    Entry-Level Tax Preparer (Experience a Plus – Training Provided)Location: Houston, TX (On-site)Pay: $10.00 – $15.00 per hour (based on experience)Job Type: Full-time and Part-time optionsOverviewOur accounting firm is looking for a motivated and detail-oriented Entry-Level Tax Preparer to join our team in Houston. This position is perfect for individuals...

  • Tax Resolution Specialist at Inc

    2 weeks ago

    Houston, Texas, United States Financial Planning & Tax Office Full time

    Financial Planning & Tax Office in Houston, TX is looking for a Tax Resolution Specialist to join our team. We are dedicated to solving our clients' tax debt with integrity. Our firm prides itself in its operation, we work to build relationships with our clients. Our practice provides a full range of business and individual tax return filings, bookkeeping,...

  • Tax Manager

    5 days ago

    Houston, Texas, United States The Edge Group Full time

    TAX MANAGERHouston, TXWe are hiring a Tax Manager for our client who will be primarily responsible for accurate detail reviewing, preparing, and filing state and federal tax documents. As the lead researcher for all tax-related questions, this role is also responsible for developing tax strategies and policies to maintain compliance with local and federal...

  • Senior Tax Consultant, Transaction Tax

    3 days ago

    Houston, Texas, United States DMA - DuCharme, McMillen & Associates, Inc. Full time

    As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:2025 Great Places to Work CertifiedEmployee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)Company paid parental leaveGenerous time off packageMultiple benefit...

  • Tax Supervisor

    5 days ago

    Houston, Texas, United States Moore, Reichl & Baker, P.C. Full time

    Overview:We are a small established (29 years) west Houston CPA firm seeking a detail-oriented tax supervisor with a minimum of 3 to 6 years experience to join our team. Potential shareholder opportunity in the future for the right person. The ideal candidate will have a strong background in financial concepts, tax regulations, and accounting...

  • Senior Tax Consultant, Transaction Tax

    2 weeks ago

    Houston, Texas, United States DMA - DuCharme, McMillen & Associates, Inc. Full time

    As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:  2025 Great Places to Work CertifiedEmployee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)Company paid parental leaveGenerous time off package Multiple...