Senior Tax Associate

*We are a talent search firm working on behalf of our client in Houston, TX*

Who We Are:

Our mission is to have an impact. From mature enterprises to start-ups, from owner-operators to side hustles, we help our clients understand their business, pay as little taxes as legally possible, and steer them toward their life goals. Our clients don’t need to be financial experts—that’s our job.We are seeking a focused, client-driven, and growth-minded Tax Senior to join our team. This role is ideal for someone with a strong foundation in tax preparation, eager to grow professionally and make a direct impact on clients' financial success. If you’re passionate about tax codes, enjoy problem-solving, and are committed to providing excellent client service, we’d love to hear from you. Join our dynamic team and help our clients achieve their financial goals.

Who You Are:

Our Tax Seniors are more than number crunchers—they’re trusted advisors and extensions of our clients’ businesses. You’ll prepare individual and business tax returns, gather and review client documents, and proactively communicate to ensure a smooth, stress-free process. Your attention to detail and commitment to accuracy will reinforce the trust we’ve built with our clients over the years.

You thrive in a fast-paced CPA firm and take pride in being an integral part of your clients’ financial success. You don’t just handle their taxes—you guide them, advise them, and help them make informed decisions about their money. That responsibility makes you invaluable to them—and to us. We recognize your impact and want you to join our team.

Responsibilities:

Client Advisory & Communication

• Act as a trusted advisor to clients, providing guidance on tax-related matters.
• Communicate proactively with clients to gather necessary information and address questions.
• Review financial statements and tax documents to ensure accuracy and completeness.
• Educate clients on tax-saving opportunities and best practices.

Tax Preparation & Compliance

• Prepare and review complex business (S-Corp, C-Corp, Partnership), and trust tax returns
• Ensure compliance with federal, state, and local tax regulations.
• Identify and apply relevant tax deductions, credits, and strategies to minimize liabilities.
• Assist with tax projections and estimated tax payments.
• Conduct research on complex tax issues and stay updated on changing tax laws.

Internal Growth Advocate

• Work closely with CPAs, senior accountants, and other team members to streamline tax workflows.
• Assist with tax planning initiatives and strategies for business owners.
• Support the firm during tax season by managing multiple deadlines efficiently.
• Utilize tax software and other accounting tools to enhance accuracy and efficiency.

Mentorship & Team Development

• Mentor and coach junior staff, providing guidance on tax preparation, compliance, and client service.
• Review work prepared by junior team members, offering constructive feedback and support.
• Assist in training new hires on tax software, firm processes, and best practices.
• Foster a collaborative learning environment that encourages growth and development.

Additional

• Assist with IRS and state tax notices, audits, and client correspondence as needed.
• Maintain strict confidentiality and compliance with professional standards.
• Contribute to process improvements and best practices to enhance client service.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (required).
• Master’s degree in a relevant discipline (preferred).
• CPA or CPA-eligible (highly preferred).
• Minimum 2 years of experience in a CPA firm, with a proven record of client retention and satisfaction.
• Strong tenure within previous roles or firms is highly valued.
• Proficiency in CCH Axcess Tax, ProSystem Fx Tax, CCH Axcess Engagement, ProSystem Fx Engagement preferred.
• Experience with QuickBooks Online (QBO) preferred.
• Exceptional organizational skills, with the ability to efficiently manage multiple tasks and deadlines.
• Outstanding communication skills, both written and verbal, to ensure professional and clear interactions with clients and team members.
• Proven ability to build lasting, positive client relationships through exceptional service and thoughtful guidance.
• A keen eye for detail, with a deep commitment to accuracy, ensuring precision in every task.
• Passion for tax codes, problem-solving, and staying up to date with industry changes.
• Proficiency in Microsoft 365, particularly Outlook, to ensure smooth scheduling and communication across the team.

Equal Employment Opportunity Clause

We are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Type: Full-time

Pay: $85,000.00 - $145,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience:

• CCH Tax Axcess: 3 years (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Houston, TX 77018