TAX COMPLIANCE MANAGER

Homebase, Inc.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Financial Planning & Tax Office Inc. in Houston, TX is seeking a seasoned CPA to provide tax planning and financial advisory services to clients. As part of a growing firm, you will prepare and review tax returns and guide clients through complex tax strategies.

The role emphasizes independent work, excellent communication, and building lasting client relationships; bilingual candidates are a plus.

If you hold a current CPA license and have 5+ years of experience, we’d like to hear from you.

Qualifications

• 5+ years of experience in tax preparation and financial planning.
• Current CPA license required.
• Strong knowledge of tax laws, regulations, and compliance.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple client accounts.

Responsibilities

• Preparing and reviewing individual and business tax returns.
• Advising clients on tax strategies and financial planning.
• Ensuring compliance with federal, state, and local tax regulations.
• Analyzing financial information and identifying opportunities for tax savings.
• Building and maintaining strong client relationships through clear and effective communication.

Skills

5+ years of experience

Excellent communication

Independent worker

Bilingual (a plus)

Education

Current CPA license

Job description

Join Our Team as a CPA at Financial Planning & Tax Office Inc.

Are you a seasoned CPA with a passion for helping clients navigate the complexities of financial planning and taxes? At Financial Planning & Tax Office Inc., located in Houston, TX, we’re looking for an experienced professional to join our team and make a meaningful impact. If you’re credentialed, bilingual, and ready to bring your expertise to a growing organization, we’d love to hear from you!

What You’ll Do

As a CPA, you’ll play a key role in providing exceptional service to our clients. Your responsibilities will include:

• Preparing and reviewing individual and business tax returns.
• Advising clients on tax strategies and financial planning.
• Ensuring compliance with federal, state, and local tax regulations.
• Analyzing financial information and identifying opportunities for tax savings.
• Building and maintaining strong client relationships through clear and effective communication.

What We’re Looking For

To thrive in this role, you should have:

• 5+ years of experience in tax preparation and financial planning.
• A current CPA license
• Strong knowledge of tax laws, regulations, and compliance requirements.
• Excellent communication and interpersonal skills.
• The ability to work independently and manage multiple client accounts.
• Bilingual skills are a plus, but not required.

Why Join Us?

At Financial Planning & Tax Office Inc., we pride ourselves on fostering a professional and supportive environment where your expertise is valued. While we don’t offer specific benefits, this role provides an opportunity to work with a dedicated team in a respected firm located in the heart of Houston, TX. If you’re looking for a role where you can grow your career and make a real difference for your clients, this is the place for you.

Our Values

We are committed to providing personalized, high-quality financial and tax services to our clients. Integrity, professionalism, and a client-first approach are at the core of everything we do. We believe in building lasting relationships and delivering results that exceed expectations.