Tax Return Pro: 1040 Specialist (In-Person, TX)

Baity & Assoc. Tax and Financial Services, Inc.; Pasadena (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

SIMPLE retirement plan with employer"s

Paid time off

Paid overtime during tax season

Paid year-end CPE courses

Office social events

Business-casual dress code

Job summary

Baity & Associates Tax and Financial Services, Inc. seeks a moderately experienced Individual Tax Preparer skilled in Form 1040 returns. The role focuses on preparing federal tax returns with Schedules C, E, and F and reviewing W-2s, 1099s, and K-1s.

Proficiency with UltraTax or SurePrep is a plus, along with GAAP knowledge and client confidentiality. The successful candidate will ensure accurate filings, manage document workflows, and communicate clearly with clients and team members.

Qualifications

• Two years of individual tax preparation experience or relevant tax education.
• Knowledge of Form 1040 and common Schedules C, E, and F.
• Ability to review W-2s, 1099s, and supporting documents.
• Strong attention to detail and client communication skills.
• Familiarity with confidential client information handling.

Responsibilities

• Prepare federal individual income tax returns including Form 1040 with Schedules C, E, and F, investment activity, and Forms 1099-DA.
• Review W-2s, 1099s, brokerage statements, retirement documents, K-1s, and other tax docs.
• Identify missing or inconsistent information to ensure accurate returns.
• Apply knowledge of filing status, dependents, deductions, credits, and retirement income.
• Communicate with clients and team about questions and status; follow firm procedures.
• File Texas Franchise Tax reports; use tax software accurately.
• Manage multiple assignments and meet deadlines during tax season.

Education

Bachelor9s degree in Accounting/Finance

Enrolled Agent candidate

2+ years tax prep experience

Attention to detail

Process compliance

Microsoft Office proficiency

Tools

UltraTax

SurePrep

Microsoft Office

Job description

Baity & Associates Tax and Financial Services, Inc. seeks a moderately experienced Individual Tax Preparer skilled in Form 1040 returns. The role focuses on preparing federal tax returns with Schedules C, E, and F and reviewing W-2s, 1099s, and K-1s.

Proficiency with UltraTax or SurePrep is a plus, along with GAAP knowledge and client confidentiality. The successful candidate will ensure accurate filings, manage document workflows, and communicate clearly with clients and team members.