Tax Accountant

W3Global; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer contrib.

Profit sharing

Paid vacation and time off

Job summary

W3Global, a family-owned CPA firm in Austin, TX, is seeking an experienced Tax Accountant to join our team. You will work directly with clients and handle a variety of tax and accounting responsibilities while maintaining independence within a small team.

Responsibilities include preparing individual and business tax returns (1040, 1120-S, 1065) using UltraTax, preparing financial statements, payroll tax reports, and communicating with clients by phone, email, and in person.

Qualifications

• 3+ years of accounting and tax experience
• Experience preparing both individual and business tax returns
• Familiarity with QuickBooks and financial statements
• Strong computer skills including Microsoft Office
• Good communication and customer service skills
• Ability to stay organized in a deadline-driven environment
• Bachelor's degree in Accounting or related field; CPA or EA a plus

Responsibilities

• Prepare individual and business tax returns (Forms 1040, 1120-S, 1065) using UltraTax
• Prepare financial statements and review general ledger activity for business clients
• Prepare payroll tax reports (Forms 941, 940, TWC, W-2s, 1099s)
• Communicate directly with clients by phone, email, and in person
• Request and organize client documents and follow up on missing information
• Review and reconcile accounts and resolve tax/accounting questions

Skills

Client communication

Attention to detail

Tax preparation

Time management

Education

Bachelor's degree in Accounting

Tools

UltraTax

QuickBooks

Microsoft Office

Job description

We are a family-owned CPA firm looking for an experienced Tax Accountant to join our team. We are looking for someone who enjoys working directly with clients, is comfortable handling a variety of tax and accounting responsibilities, and can manage their work independently while also being part of a small team.

Primary responsibilities

• Preparing individual and business tax returns, including Forms 1040, 1120-S, and 1065 using UltraTax
• Preparing financial statements and reviewing general ledger activity for business clients
• Preparing payroll tax reports, including Forms 941, 940, TWC reports, W-2s, and 1099s
• Communicating directly with clients by phone, email, and in person
• Requesting and organizing client documents and following up on missing information
• Reviewing and reconciling accounts and helping resolve accounting or tax-related questions

A big part of this position is client interaction. You should be comfortable answering questions, explaining what information is needed, and building good working relationships with our clients. We value someone who is personable, dependable, organized, and able to take ownership of their work.

We are looking for someone with

• At least 3 years of accounting and tax experience
• Experience preparing both individual and business tax returns
• Familiarity with QuickBooks and financial statements
• Strong computer skills, including Microsoft Office
• Good communication and customer service skills
• The ability to stay organized and work well in a deadline-driven environment
• A bachelor's degree in Accounting or a related field is preferred. CPA or EA designation is a plus.

Because we are a smaller firm, this is a good fit for someone who enjoys variety and does not want to be limited to one narrow area of accounting. We are looking for someone who can work independently, communicate confidently with clients, and also work well with the rest of our team.

This is a full-time, primarily in-office position.

Benefits Include

• Health insurance
• Retirement plan with employer contributions
• Profit sharing
• Paid vacation and time off