Associate Tax Preparer

Baity & Assoc. Tax and Financial Services, Inc.; Pasadena (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

SIMPLE retirement plan with employer"s

Paid time off

Paid overtime during tax season

Paid year-end CPE courses

Office social events

Business-casual dress code

Job summary

Baity & Associates Tax and Financial Services, Inc. seeks a moderately experienced Individual Tax Preparer skilled in Form 1040 returns. The role focuses on preparing federal tax returns with Schedules C, E, and F and reviewing W-2s, 1099s, and K-1s.

Proficiency with UltraTax or SurePrep is a plus, along with GAAP knowledge and client confidentiality. The successful candidate will ensure accurate filings, manage document workflows, and communicate clearly with clients and team members.

Qualifications

• Two years of individual tax preparation experience or relevant tax education.
• Knowledge of Form 1040 and common Schedules C, E, and F.
• Ability to review W-2s, 1099s, and supporting documents.
• Strong attention to detail and client communication skills.
• Familiarity with confidential client information handling.

Responsibilities

• Prepare federal individual income tax returns including Form 1040 with Schedules C, E, and F, investment activity, and Forms 1099-DA.
• Review W-2s, 1099s, brokerage statements, retirement documents, K-1s, and other tax docs.
• Identify missing or inconsistent information to ensure accurate returns.
• Apply knowledge of filing status, dependents, deductions, credits, and retirement income.
• Communicate with clients and team about questions and status; follow firm procedures.
• File Texas Franchise Tax reports; use tax software accurately.
• Manage multiple assignments and meet deadlines during tax season.

Education

Bachelor9s degree in Accounting/Finance

Enrolled Agent candidate

2+ years tax prep experience

Attention to detail

Process compliance

Microsoft Office proficiency

Tools

UltraTax

SurePrep

Microsoft Office

Job description

Company Description:

Baity & Associates Tax and Financial Services, Inc. provides comprehensive tax, accounting, and financial services to individuals and businesses. Our team is committed to delivering accurate, practical, and cost-effective guidance with professionalism, integrity, and exceptional client service. Through ongoing continuing education, we stay current with changing tax laws and accounting regulations, allowing us to maintain compliance, identify valuable tax-saving opportunities.

Role Description:

Baity & Associates is seeking a moderately experienced Individual Tax Preparer with a strong working knowledge of Form 1040 individual tax returns. The ideal candidate will understand individual tax concepts, be comfortable reviewing client documents, and accurately enter information into professional tax preparation software.

This position will primarily focus on preparing individual income tax returns. Experience with tax changes from the OBBBA, Schedules C, E, and F reporting, K-1/K-3 familiarity, and 1099-DA proficiency are expected and help improve internal processes where needed.

• Prepare federal individual income tax returns, including Form 1040 involving Schedules C, E, and F, investment activity, digital asset transactions, and Forms 1099-DA.
• Review W-2s, 1099s, brokerage statements, retirement documents, K-1s, and other supporting tax documents.
• Identify and follow up on missing, incomplete, or inconsistent information needed to prepare accurate tax returns.
• Apply a working knowledge of common individual tax matters, including filing status, dependents, itemized deductions, retirement income, self-employment income, rental income, investments, and tax credits.
• Communicate professionally with clients and team members regarding tax questions, missing documents, and return status.
• Follow the firm's tax preparation, review, documentation, and confidentiality procedures.
• File Texas Franchise Tax Reports.
• Use professional tax preparation and document-management software accurately and efficiently.
• Manage multiple assignments and meet deadlines during tax season.
• Research and apply current federal tax laws, including relevant provisions of the OBBBA.

Required Qualifications

• Working knowledge of individual income tax preparation and Form 1040.
• A minimum of two years of individual tax preparation experience or relevant tax education.
• Strong attention to detail and organizational skills.
• Ability to follow established processes and procedures.
• Ability to identify missing or inconsistent information and follow established preparation and review procedures.
• Strong written and verbal communication skills.
• Ability to handle confidential client information professionally.
• Basic proficiency with Microsoft Office and general computer applications.

Preferred Qualifications

• Three or more years of recent individual income tax preparation experience.
• Experience preparing Schedule A, Schedule C, Schedule D, Schedule E, and other common Form 1040 schedules.
• Experience using professional tax preparation software.
• Experience with UltraTax or SurePrep is a plus but not required.
• Familiarity with business tax returns, bookkeeping, payroll reporting, or sales tax reporting is a plus.
• A bachelor's degree in Accounting, Finance, or a related field is preferred; relevant experience or tax training may be considered in place of a degree.
• Enrolled Agent designation or currently in the process of completing the required examinations.

Compensation and Benefits

• Pay: $40,000-$60,000 per year, based on experience and qualifications.
• SIMPLE retirement plan with employer matching.
• Paid time off and bereavement leave.
• Paid overtime during tax season.
• Annual performance reviews with salary reconsideration.
• Work anniversary and birthday recognition.
• Extended paid time off between Christmas and New Year's.
• Extended holiday time off for Memorial Day and Labor Day.
• Paid tax-season recovery days.
• Modified off-season schedule with early Friday departures.
• Office social gatherings and events.
• Supportive small-office environment with a business-casual dress code.
• Paid required year-end CPE courses that meet Enrolled Agent annual requirements.

Schedule and Work Location

• Monday through Friday.
• Eight-hour shift with a one-hour lunch.
• Overtime available and expected during tax season (through April 15th).
• This is a fully in-person position located in Pasadena, Texas 77505.
• Candidates must be able to reliably commute to Pasadena, Texas, or relocate before their start date.