Tax Preparer

Allied Wealth; The Woodlands (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Performance bonus

Paid licensing & continuing education

No cold calling

Job summary

Allied Wealth is seeking an experienced Senior Tax Preparer to independently prepare and file federal and state tax returns for wealth-management clients. The role emphasizes professional client communication and expanding our tax services, with CPA or Enrolled Agent credentials strongly preferred.

The candidate will handle Form 1040 work, review documents, and assist with retirement planning, NUA/RSUs, and similar advanced tax issues alongside senior advisors.

Qualifications

• CPA preferred or active Enrolled Agent designation.
• 3+ years of individual tax preparation experience preferred.
• Strong working knowledge of Form 1040.
• Ability to independently prepare returns from document collection through e-file.
• Familiarity with retirement distributions, Roth conversions and investment taxation.
• Experience with NUA, RSUs, PSUs or executive compensation is a strong plus.

Responsibilities

• Prepare and electronically file federal and state individual income tax returns.
• Prepare Form 1040 and related schedules.
• Review W-2s, SSA-1099s, 1099-Rs, 1099-INTs, 1099-DIVs, brokerage statements and other tax documents.
• Calculate estimated payments and extensions.
• Communicate with clients regarding tax documents and filing questions.
• Research and resolve individual tax issues.
• Identify tax-planning issues that should be discussed with the client's financial advisor.
• Assist with Roth conversions, RMDs, QCDs and retirement-income tax planning.
• Support tax analysis involving NUA and concentrated employer stock.
• Work with executive compensation involving RSUs and PSUs.
• Maintain accurate records and meet federal and state filing deadlines.
• Help improve tax-preparation workflows as the service grows.

Skills

Independent tax return prep

Form 1040 knowledge

Client communication

Attention to detail

Time management

Education

CPA preferred

Enrolled Agent designation encouraged

Tools

Tax software proficiency

Job description

Our firm serves approximately 2,000 client households. Many are retirees and corporate executives whose returns include Social Security income, pensions, IRA distributions, brokerage accounts, interest, dividends, capital gains and employer stock compensation.

About the Role

Allied Wealth is hiring an experienced Senior Tax Preparer to prepare and file tax returns for our wealth-management clients. We are looking for someone who can independently prepare accurate individual tax returns, communicate professionally with clients and help us gradually expand our tax services. CPA preferred. Enrolled Agents are strongly encouraged to apply.

Responsibilities

• Prepare and electronically file federal and state individual income tax returns.
• Prepare Form 1040 and related schedules.
• Review W-2s, SSA-1099s, 1099-Rs, 1099-INTs, 1099-DIVs, brokerage statements and other tax documents.
• Calculate estimated payments and extensions.
• Communicate with clients regarding tax documents and filing questions.
• Research and resolve individual tax issues.
• Identify tax-planning issues that should be discussed with the client's financial advisor.
• Assist with Roth conversions, RMDs, QCDs and retirement-income tax planning.
• Support tax analysis involving Net Unrealized Appreciation (NUA) and concentrated employer stock.
• Work with executive compensation involving RSUs and PSUs.
• Maintain accurate records and meet federal and state filing deadlines.
• Help improve tax-preparation workflows as the service grows.

Qualifications

• CPA preferred or active Enrolled Agent designation.
• 3+ years of individual tax preparation experience preferred.
• Strong working knowledge of Form 1040.
• Ability to independently prepare returns from document collection through e-file.
• Familiarity with retirement distributions, Roth conversions and investment taxation.
• Experience with NUA, RSUs, PSUs or executive compensation is a strong plus.
• Strong attention to detail.
• Excellent organizational and time-management skills.
• Comfortable communicating directly with clients.
• Experience with retiree, investment or high-net-worth tax returns is a plus.

Required Skills

• Ability to independently prepare accurate individual tax returns.
• Strong working knowledge of Form 1040 and related schedules.
• Familiarity with retirement distributions, Roth conversions and investment taxation.
• Strong attention to detail.
• Excellent organizational and time-management skills.
• Comfort communicating directly with clients.

Preferred Skills

• CPA preferred or active Enrolled Agent designation.
• 3+ years of individual tax preparation experience preferred.
• Experience with NUA, RSUs, PSUs or executive compensation.
• Experience with retiree, investment or high-net-worth tax returns.

Pay range and compensation package

• Pay: $90,000–$120,000 per year + performance bonus.
• $90,000–$120,000 annual base compensation.
• Performance bonus.
• Competitive employee benefits.
• Paid professional licensing and continuing education.
• No cold calling.
• No requirement to bring a book of business.
• No audit work.
• Opportunity to work alongside experienced financial advisors.
• Opportunity to expand into proactive tax planning as the role develops.

This position is ideal for an experienced tax preparer, CPA or Enrolled Agent who enjoys working directly with clients and wants to focus primarily on individual tax preparation while also handling more advanced retirement and executive-compensation tax issues.

Equal Opportunity Statement

Allied Wealth is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.