Senior Tax Associate

Seidel Schroeder; Katy (TX); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) plan with company contribution

Competitive compensation and benefits

Job summary

Seidel Schroeder seeks a dedicated Senior Tax Associate in Texas to support senior leaders with high-quality client service. You'll handle complex tax engagements and supervise junior staff, gaining exposure to diverse entities.

Role requires 2–3+ years of tax prep in public accounting, a bachelor’s in accounting, and ability to work overtime during seasonal periods. Knowledge of M-1/M-3 adjustments and strong attention to detail are valued.

Qualifications

• Experience preparing personal, corporate, S-Corp, partnership and trust returns.
• Public accounting background with 2–3+ years of tax prep experience.
• Legally authorized to work in the United States.

Responsibilities

• Take full responsibility for complex tax engagements.
• Train and supervise associates on engagements.
• Gain exposure to diverse entities and industries.
• Research technical tax issues and exercise professional judgment.
• Assist in quarterly and annual tax planning and projections.
• Manage client expectations, deadlines and deliverables.

Skills

Tax preparation

Attention to detail

Research skills

Client communication

Time management

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

QuickBooks Desktop

Job description

Established in 1967, Seidel Schroeder is a distinguished firm based in Texas with offices in Brenham, College Station, and Katy. With a legacy spanning over 50 years, we've solidified our reputation as trusted financial leaders. Our fundamental philosophy revolves around elevating and serving our clients across audit, advisory, business valuation, and taxation.

Seidel Schroeder sets itself apart by offering the resources, expertise, and breadth associated with large firms, combined with the personalized, attentive approach of a smaller organization. We transcend traditional accounting, focusing on nurturing enduring, value-added relationships.

Job Summary:

Seidel Schroeder seeks a dedicated Senior Tax Associate to support senior leaders, ensuring exceptional service and proactive client care.

Duties/Responsibilities:

• Assume full responsibility for complex tax engagements.
• Train and supervise associates assigned to the engagement.
• Gain in-depth exposure to a variety of entities and industries.
• Research technical issues as they arise.
• Exercise professional judgment related to technical issues if needed.
• Develop an area of expertise and eventually review tax returns in their area of expertise.
• Make tax adjustments to client’s financial statements and prepare supporting workpapers for tax return.
• Have an understanding of making M-1 and M-3 adjustments.
• 704(C) knowledge
• Possess knowledge or at least a broad understanding of special allocations and basis tracking.
• Assist with quarterly and annual tax planning, projections, and estimated tax calculations.
• Assist in managing client expectations, deadlines, and deliverables.
• Take ownership of assigned projects and proactively resolve issues.

Skills/Abilities:

• Able to prepare tax information submitted by client for completeness.
• Experience preparing personal, Corporate, S-Corp, Partnership, and Trust returns that are complex.
• Possess knowledge of tax regulations in order to answer client’s questions that may arise under supervision.
• Able to perform such other duties as may be assigned.
• Able to perform tax research projects requiring some expertise.
• Efficient in QuickBooks Online and Desktop.
• Demonstrates strong attention to detail and accuracy.

Qualifications:

• 2-3+ years of tax preparation experience in a public accounting environment.
• Bachelor’s degree in accounting or a degree in another discipline with various course works in taxes and accounting, through intermediate level preferred.
• Experience working in a professional office is preferred but not required.
• Must be legally authorized to work in the United States of America.
• Ability to work overtime during certain seasonal periods.

What we offer:

We take pride in providing an attractive package that includes competitive compensation, a comprehensive selection of employee benefits, and avenues for professional growth. Our offerings include:

• Competitive compensation and comprehensive benefits package.
• 401(k) plan with company contribution.