Senior Tax Accountant

L&H CPAs · Advisors; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid holidays & vacation/sick leave

Retirement benefits

Job summary

L&H CPAs Advisors in Dallas, TX seeks a Senior Tax Accountant to lead gathering and review of client tax documents and prepare partnership, corporate, trust, or individual tax returns.

The role requires frequent client communication and collaboration with admin team and manager/partner to ensure accurate, timely returns; long hours seasonally.

Experience with tax preparation and CPA/EA license preferred; knowledge of UltraTax is a plus; full-time on-site position.

Qualifications

• Bachelor’s degree required.
• CPA or EA license required.
• Experience with tax preparation: partnership, corporate, trust and individual returns.

Responsibilities

• Prepare federal, state, and local tax returns by gathering information relevant to the tax filing period.
• Prepare tax estimates by reviewing historic, current, and future financial information.
• Recommend tax strategies by researching federal, state, and local taxation issues.
• Maintain current legislative knowledge by reviewing, interpreting, and implementing new or revised laws.
• Recommend procedures that will continue to streamline and improve workflow for the client and manager.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations; meeting or exceeding continuing professional education requirements.
• Accomplish accounting and organizational mission by completing related projects as needed.

Skills

Multitasking under pressure

Customer service focus

Discretion with confidential info

High attention to detail

Strong communication

Tech adaptable

Dependable ownership

Education

Bachelor’s degree

CPA or EA license

Tools

UltraTax

Job description

Senior Tax Accountant

The first advisor to gather and review a client's tax documents to prepare the necessary partnership, corporate, trust, or individual income tax returns

About The Opportunity

The Senior Tax Accountant is the first advisor to gather and review a client's tax documents to prepare the necessary partnership, corporate, trust, or individual income tax returns. Frequent communication with the client is not only necessary, but also imperative to successfully meet the client's needs. Perpetual internal communication with an administrative team and the manager/partner is also required to bolster an efficient workflow to complete accurate and timely prepared tax returns.

Position Type/Expected Hours of Work

This is a full-time position that seasonally requires long hours and some weekend work.

Responsibilities & Duties

• Prepare federal, state, and local tax returns by gathering information relevant to the tax filing period
• Prepare tax estimates by reviewing historic, current, and future financial information
• Recommend tax strategies by researching federal, state, and local taxation issues
• Maintain current legislative knowledge by reviewing, interpreting, and implementing new or revised laws
• Recommend procedures that will continue to streamline and improve workflow for the client and manager
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations; meeting or exceeding continuing professional education requirements
• Accomplish accounting and organizational mission by completing related projects as needed

Skills & Qualifications

• Able to work in an environment with many interruptions and multitask with composure
• Focus on customer service, able to provide support to the entire staff
• Always uses discretion when handling confidential information
• Highly organized and efficient with strong attention to detail and high accuracy rate
• Excellent communication skills, both verbal and written
• Able to adapt to new software and technologies
• Dependable and takes ownership of responsibilities

Requirements

• Experienced in tax preparation - partnership, corporate, trust and individual returns
• Bachelor's degree required
• CPA or EA license required
• Demonstrated ability to effectively communicate with clients and internal staff
• Ability to work in a fast-paced, deadline driven environment
• Experience with UltraTax preferred, but not required

Benefits

• Medical, Dental, Vision
• Paid holidays and vacation/sick leave
• Retirement benefits
• Compensation for the Senior Accountant will be commensurate with experience