About the role

  • Partnering with your clients in an advisory role and meeting with those clients periodically.
  • Preparing and reviewing tax returns for individuals and entities, managing engagements from start to finish.
  • Mentoring and supporting Tax Associates as they grow in their roles.
  • Conducting tax research and staying up to date on relevant regulations and strategies.
  • Creating high-quality deliverables, including supporting workpapers and thoughtful tax planning recommendations.
  • Providing timely, responsive service and building strong relationships with clients.
  • Performing due diligence to identify tax risks and opportunities.
  • Managing your assigned workflow, staying organized and proactive in meeting deadlines.
  • Beginning to develop and manage your own client portfolio with confidence and care.

Requirements

  • 3+ years of professional tax experience, demonstrating a progression in complexity of tax returns
  • Solid understanding of accounting principles and financial reporting
  • Extensive knowledge of entity taxation
  • Strong analytical, research, and organizational skills
  • Proficiency with Excel and Adobe Acrobat
  • Excellent written and verbal communication abilities
  • A proactive mindset and strong personal motivation
  • A collaborative spirit, along with the ability to work independently in overcoming obstacles and reaching solutions
  • The ability to mentor, lead, and train
  • The ability to work extended hours during peak seasonal periods
  • The ability to perform and direct multiple engagements with competing priorities in a dynamic, deadline-driven environment

Benefits

  • Competitive salary with performance-based bonus compensation plans
  • SIMPLE IRA retirement plan with firm contributions
  • Firm-paid AICPA & TSCPA memberships
  • Firm-paid CPA license renewal and continuing professional education (CPE)
  • Paid time off to sit for CPA exams
  • Medical, dental, and vision insurance options
  • Generous paid time off, sick days, and paid holidays
  • Paid bereavement leave
  • Supportive work-life balance with a flexible work schedule
  • Remote work opportunities (WFH/WFA)
  • Paid volunteer hours and firm-wide community service activities
  • Vibrant, family-friendly office environments in downtown Bryan and Navasota
  • Regular firm socials, team-building activities, and a fun, collaborative atmosphere
  • Paid Fridays off from October 16 to December 31

Job title

Senior Tax Associate

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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