Senior Tax Preparer / Tax Accountant

Orion Placement; Duncanville (TX); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Paid time off

Job summary

A client-focused tax practice in Duncanville, Texas, is seeking a Tax Preparation Specialist to prepare and finalize individual and business tax returns. The ideal candidate will have at least 3 years of tax preparation experience, a CPA or EA certification, and strong skills in QuickBooks. This role offers opportunities for growth and the potential for hybrid or remote work after an initial onsite period. Benefits include dental, vision, and paid time off.

Qualifications

• 3+ years of tax preparation experience required.
• Experience preparing individual and business returns preferred.
• Strong organizational skills and follow-through necessary.

Responsibilities

• Prepare and finalize individual and business tax returns.
• Review source documents for inconsistencies.
• Use QuickBooks to assess tax readiness of books.
• Manage return workflow during busy seasons.

Skills

Tax preparation experience

Organizational skills

QuickBooks knowledge

Drake Tax experience

Education

CPA or EA certification

Tools

QuickBooks

Job description

Pay: $80,000.00 - $105,000.00 per year

Why This Is a Great Opportunity

• Join a well-established tax resolution and tax preparation practice where your work directly helps clients move forward with confidence.
• Step into a role where you can make an immediate impact by helping get returns finalized, reviewed, and across the finish line.
• Work closely with experienced leadership in a firm that values strong tax knowledge, accuracy, and client service.
• Be part of a growing, specialized practice with exposure to individual, business, and state tax work.
• Opportunity for long-term growth, with potential for hybrid or remote flexibility after an initial onsite ramp-up.

Location: This role is based onsite initially in Duncanville, Texas, with the opportunity for hybrid or remote flexibility down the road based on performance and fit.

Note: Must have hands-on tax return preparation experience, working knowledge of QuickBooks, and the ability to identify whether books are clean or need additional work before returns can be finalized. Drake experience is strongly preferred.

About Us

We are a client-focused tax practice that helps individuals and businesses navigate complex tax matters with clarity, care, and confidence. Our team handles tax preparation, bookkeeping review, and specialized tax-related matters with a strong commitment to accuracy and service. Confidential Employer.

Job Description

• Prepare and help finalize individual and business tax returns with a strong focus on accuracy, completeness, and timeliness
• Review source documents, financials, and bookkeeping records to identify missing items, inconsistencies, and issues that need to be resolved before filing
• Use QuickBooks to assess whether books are tax-ready or require cleanup and follow-up work
• Help move returns through the full process from initial prep to final review readiness
• Support state tax work and help ensure all required steps and filings are completed properly
• Communicate with internal team members and clients regarding missing documents, open items, and next steps
• Assist with return workflow management so projects stay on track during busy season and throughout the year
• Support a high-standard review process and help reduce bottlenecks by delivering organized, well-prepared files
• Contribute to a detail-oriented, service-driven environment where strong follow-through matters

Qualifications

• 3+ years of tax preparation experience
• CPA or EA required
• Experience preparing individual returns and exposure to business returns
• Working knowledge of QuickBooks and bookkeeping review
• Ability to recognize when books are clean versus when additional work is needed
• Strong organizational skills and follow-through
• Comfortable working in an office setting initially
• Drake Tax experience preferred

Why You Will Love Working Here

This is a great opportunity for someone who enjoys meaningful client work, wants to be relied on for their tax preparation judgment, and likes helping a team operate more efficiently. You will have the chance to play an important role in a specialized practice, work closely with experienced leadership, and grow with a firm that values competence, trust, and results.

JPC-764

Job Type: Full-time

Benefits

• Dental insurance
• Paid time off
• Vision insurance