Tax Accountant

Sotalent; Dallas (TX); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

401(k) with company matching

Employee Stock Purchase Plan

Errors & Omissions insurance

Employee Assistance Program

Professional development and marketing

Marketing support

Job summary

Sotalent is seeking a Tax Accountant to provide year-round tax preparation, advisory and customer support from a retail location. The role blends technical tax expertise with strong client service and local community involvement.

Responsibilities include preparing federal and state returns, giving tailored tax advice, conducting discovery sessions, and using CRM tools to manage relationships. The position emphasizes growth through outreach and accessible services in a fast-paced setting.

Qualifications

• Active, unrestricted EA, CPA or attorney license preferred.
• Minimum 3 years of paid experience preparing at least 30 federal and state 1040 tax returns.
• Strong knowledge of applicable tax laws and IRS Circular 230.
• Experience providing tax advisory services beyond basic tax filing is an advantage.
• Must hold or be able to obtain any required state licences, certificates, permits or bonds.
• Strong customer service, communication and relationship-building skills.
• Entrepreneurial and self-driven approach to developing a client portfolio.
• Comfortable working with tax software, CRM systems and other technology.
• Ability to work independently in a fast-paced, customer-facing environment.
• Bilingual English/Spanish communication skills are an advantage.
• Must reside in the United States.

Responsibilities

• Prepare federal and state individual tax returns, from simple filings to complex cases.
• Provide personalised tax advice and identify opportunities to optimise deductions and refunds.
• Conduct client discovery sessions and tax reviews, with planning guidance.
• Use professional tax software, government resources and internal expertise to deliver accurate tax solutions.
• Build and maintain long-term client relationships with professional, customer-focused service.
• Support local customer acquisition through community outreach and marketing activities.
• Represent the organisation within the local community and improve accessibility of tax services.
• Assist customers in person and via video-based consultations.
• Maintain local and online tax content and educational resources.
• Use CRM and other technology tools to manage relationships and service delivery.

Skills

Tax preparation

Client relations

Tax advisory

CRM systems

Bilingual English/Spanish

Education

EA/CPA/Attorney license preferred

Tools

Professional tax software

CRM systems

Job description

A leading tax and financial services organisation is seeking a Tax Accountant to provide year-round tax preparation, advisory and customer support services from a retail location. The role combines technical tax expertise with customer relationship management and local community engagement.

Key Responsibilities

• Prepare federal and state individual tax returns, ranging from straightforward filings to more complex situations involving business income, investments, deductions and amendments.
• Provide personalised tax advice and identify opportunities to optimise deductions, reduce tax liabilities and maximise refunds.
• Conduct client discovery sessions and tax reviews, including guidance on future tax planning.
• Use professional tax software, government resources and internal expertise to deliver accurate tax solutions.
• Build and maintain long-term client relationships through a professional, approachable and customer-focused service.
• Support local customer acquisition through community outreach, lead engagement and marketing activities.
• Represent the organisation within the local community and participate in initiatives that make tax services more accessible.
• Assist customers both in person and through video-based consultations.
• Maintain a local and online presence by creating accessible tax-related content and educational resources.
• Use CRM and other technology tools to manage customer relationships and service delivery.

Requirements

• Active, unrestricted EA, CPA or attorney licence preferred.
• Minimum 3 years of paid experience preparing at least 30 federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Strong knowledge of applicable tax laws and familiarity with IRS Circular 230.
• Experience providing tax advisory services beyond basic tax filing is an advantage.
• Must hold or be able to obtain any required state licences, certificates, permits or bonds.
• Strong customer service, communication and relationship-building skills.
• High level of professionalism and empathy when working with customers.
• Entrepreneurial and self-driven approach to developing a client portfolio.
• Comfortable working with tax software, CRM systems and other technology.
• Ability to work independently in a fast-paced, customer-facing environment.
• Bilingual English/Spanish communication skills are an advantage.
• Must reside in the United States.

Working Hours

• Minimum 20 hours per week.
• Schedule may include any day from Sunday through Saturday.
• Operating hours may increase during periods of peak customer demand.
• Illinois pay range: $31–$34.50 per hour.
• Eligible for cash bonus and equity rewards.
• 401(k) with company matching.
• Employee Stock Purchase Plan.
• Errors & Omissions insurance.
• Employee Assistance Program.
• Professional development and marketing support.