Senior Tax Accountant

Daisy Recruit; Houston (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Daisy Recruit represents a premier public accounting firm seeking a Senior Tax Associate to join their growing team in Houston. If you have 4-7 years of public accounting tax experience and are seeking clear progression, this is the role for you.

You'll prepare 990s and 1040s for exempt organizations, analyze financial statements, and communicate with clients and the IRS. A CPA or CPA-in-progress and strong deadlines skills are essential.

Qualifications

• Bachelor's degree in Accounting is required.
• Active CPA certificate or intent to obtain CPA.
• 3-7 years in a public accounting tax practice preparing Forms 990, 990-PF, 1040, 1041, 1120, and 1065.
• Advanced understanding of accrual and cash accounting, journal entries, balance sheet, and income statement preparation.
• Excellent written and oral communication skills; ability to manage multiple engagements and meet deadlines.

Responsibilities

• Prepare annual Federal and State tax returns for public charities and private foundations (Forms 990, 990-PF, 1040, 1041, 1120, 1065).
• Summarize financial information and prepare journal entries, compilations, balance sheets, and income statements under accrual and cash basis accounting.
• Communicate clearly and efficiently with clients and the IRS.
• Research relevant tax topics and draft follow-up reports.
• Work with a team to help manage client engagements from start to finish, including planning, executing, and controlling time and expenses.

Skills

Accrual accounting

Cash accounting

Journal entries

Financial statements

Client communication

Time management

Education

Bachelor's degree in Accounting

CPA certification or CPA in progress

Tools

Microsoft Office

Adobe Acrobat

Job description

We are delighted to be representing a top public accounting firm in their search for a Senior Tax Associate to join their growing team.

Are you looking for the next step in your career, or perhaps you already have 4-7 years of public accounting tax experience with no realistic opportunities for clear progression?

This one is for you.

The client is a premier accounting firm offering tax and compliance services to exempt organizations, including public charities and private foundations.

There are huge opportunities for growth - with a clear promotion path into a Manager role within 1 to 3 years.

Responsibilities

• Prepare annual Federal and State tax returns for public charities and private foundations (Forms 990, 990-PF, 1040, 1041, 1120, 1065).
• Summarize financial information and prepare journal entries, compilations, balance sheets, and income statements under accrual and cash basis accounting.
• Communicate clearly and efficiently with clients and the IRS.
• Research relevant tax topics and draft follow-up reports.
• Work with a team to help manage client engagements from start to finish, including planning, executing, and controlling time and expenses.

Qualifications

• Education: Bachelor's degree in Accounting required.
• Certification: Active CPA certificate or intent to obtain CPA.
• Experience: 3-7 years in a public accounting tax practice preparing Forms 990, 990-PF, 1040, 1041, 1120, and 1065.
• Technical Skills: Advanced understanding of accrual and cash accounting, journal entries, balance sheet, and income statement preparation. Proficiency in Microsoft Office Suite & Adobe Acrobat.
• Core Abilities: Excellent written and oral communication skills; strong capability to manage multiple engagements, resolve barriers, and meet deadlines.

Preferred / Nice to Haves

• Experience providing tax services to private clients, family groups, or dealing with complex investments and charitable giving issues.
• Proficiency with tax preparation and research software (Lacerte, CCH Axcess, and RIA Checkpoint preferred).