Hybrid Tax Senior

6 days ago

Sugar Land, United States HirefinderRPO Full time

Position Summary

We are seeking an individual motivated to join our team as a senior experienced in tax preparation and review. This position is important to our ongoing efforts to achieve new heights of excellence.


Essential Duties and Responsibilities

  • Review and Prepare Comprehensive Tax Returns.
  • Review and prepare a wide range of tax returns, including federal and state individual, corporate, partnership, fiduciary, gift, and non-profit filings.
  • Conduct Tax Research.
  • Research evolving tax laws and regulations to address and resolve multifaceted tax challenges effectively.
  • Prepare and Review Tax Planning Engagements.
  • Develop comprehensive tax planning strategies to present in client meetings, providing tailored guidance to meet the client's financial goals.
  • Advocate for Clients in IRS Matters.
  • Represent clients in dealings with the IRS, managing and resolving tax disputes, audits, and compliance issues.
  • Training and Supervision.
  • Provide strategic guidance in managing project workflows and team performance.
  • Client Billing and Collections.
  • Manage client billing and collections ensuring timely and accurate invoicing and follow-up.
  • Client Relationship Management.
  • Cultivate strong and positive relationships with clients while serving as a key point of contact and ensuring client satisfaction.
  • Marketing and Business Development.
  • Actively engaging in firm marketing initiatives and client acquisition efforts.

Knowledge Skills and Abilities

  • Ability to collaborate effectively with colleagues and clients.
  • Critical thinking and ability to multitask.
  • Working knowledge of QuickBooks.
  • PC proficient.
  • Excellent verbal, written, and listening skills.


Education & Experience

  • Bachelor's in accounting, Finance or related field.
  • 4 years of recent Public Accounting firm experience and diverse tax experience.
  • Prior tax experience within a small to midsize CPA firm is advantageous.
  • Knowledge of CCH Prosystems software is a plus.
  • International tax knowledge is a plus.

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