Tax Staff | Family Office

Ljb CPA; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision insurance

401(k) with match

Flexible PTO

CPE reimbursement

Team-oriented culture

Job summary

LJB CPA in Dallas seeks a motivated Tax Staff to join our growing tax team. In-office position based in our Dallas office, you’ll prepare various tax returns, perform research, and support clients with compliance and planning.

You’ll collaborate with colleagues to meet deadlines, analyze financial documents, and contribute to client service excellence while pursuing ongoing professional development and training opportunities.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Strong analytical and problem-solving abilities with high attention to detail.
• Excellent written and verbal communication, and ability to work in a team.

Responsibilities

• Tax Compliance: assist in preparing individual, corporate, partnership, and other tax returns with accuracy and compliance.
• Research: conduct tax research to resolve issues and stay updated on tax law changes.
• Client Interaction: collaborate with clients to gather information and support during audits.
• Data Analysis: review financial documents to identify tax opportunities and risks.
• Tax Planning: assist in planning strategies to minimize liabilities while remaining compliant.
• Documentation: maintain clear tax records and workpapers for filings.
• Team Collaboration: work with the tax team to meet deadlines and share knowledge.
• Continuous Learning: participate in ongoing professional development and training.

Skills

Analytical skills

Attention to detail

Communication skills

Team collaboration

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Office Suite

Tax software

Job description

Description

About Us

Debits still go on the left, but at LJB CPA, we believe accounting is about more than numbers. It’s about enhancing the lives of our clients, team members, and by extension, the people who matter most to them. We provide tax, accounting, advisory, and consulting services that help our clients make confident decisions, navigate challenges, seize opportunities, and build stronger businesses.

We’re experiencing an exciting season of growth and are looking for people who are eager to learn, collaborate, and make a difference. We believe great client service starts with great people, and we’re committed to creating opportunities for professional development, meaningful work, and long‑term success.

What You’ll Do

We are seeking a motivated and detail-oriented Tax Staff to join our team. As a Tax Staff member at LJB CPA, you will have the opportunity to work on various tax-related assignments, develop your tax expertise, and contribute to the success of our clients and firm. This is an in‑office position based in our Dallas office.

Key Responsibilities

• Tax Compliance: Assist in the preparation of individual, corporate, partnership, and other tax returns. Ensure accuracy and compliance with federal, state, and local tax laws and regulations.
• Research: Conduct tax research to support the resolution of complex tax issues and provide solutions to clients. Stay updated on changes in tax laws and regulations.
• Client Interaction: Collaborate with clients to gather necessary tax information, answer inquiries, and provide support during tax audits and assessments.
• Data Analysis: Analyze financial documents, statements, and records to identify tax-related opportunities and challenges.
• Tax Planning: Assist in tax planning strategies to minimize clients’ tax liabilities while ensuring compliance with tax laws.
• Documentation: Maintain organized and accurate tax records, documentation, and workpapers to support tax filings and client needs.
• Team Collaboration: Work closely with other members of the tax team to meet deadlines, share knowledge, and provide exceptional client service.
• Continuous Learning: Participate in ongoing professional development and training to enhance your tax knowledge and skills.

What We Offer

• Competitive salary based on experience
• Work‑life harmony, with reasonable hours outside of peak tax season.
• Health, dental, and vision insurance
• 401(k) with firm match
• Flexible time off
• CPE support / continuing education reimbursement
• Supportive, team-oriented office culture

Requirements

• Bachelor’s degree in accounting, Finance, or related field.
• Excellent analytical, problem-solving, and attention-to-detail skills.
• Effective communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite; experience with tax software is a plus