Clayton Services is searching for a Tax Preparer to join a thriving company in the Houston Galleria area. The Tax Preparer will support both individual tax preparation and day-to-day accounting functions in a collaborative, client-focused office environment. The ideal candidate is detail-oriented, personable, adaptable, and eager to learn in a fast-paced small business setting.
Job Type: Temp-to-Hire
Pay Rate: $25.00/hour plus bonus/commission
Benefits: Excellent benefits available after the completion of the temporary period
Tax Preparer Responsibilities:
- Prepare and assist with individual federal and state tax returns (Form 1040)
- Gather, organize, and review client tax documentation
- Enter information into tax preparation software such as Drake or similar systems
- Review returns for completeness and accuracy prior to filing
- Follow up with clients regarding missing information and documentation
- Prepare tax organizers, intake forms, and completed return packages
- Assist with bookkeeping, data entry, and transaction coding
- Support accounts payable and accounts receivable activities
- Reconcile bank and credit card statements
- Maintain financial spreadsheets and reports
- Assist with payroll processing and payroll tax filings as needed
- Answer phones, schedule appointments, and provide exceptional client service
- Assist with administrative duties and support office operations during busy periods
- Maintain confidentiality of financial and personal information
Tax Preparer Skills and Abilities:
- Strong attention to detail and organizational skills
- Excellent customer service and communication abilities
- Ability to multitask and prioritize in a fast-paced environment
- Comfortable working in a small, team-oriented office
- Proficient in Microsoft Office, particularly Excel and Outlook
- Ability to learn new systems and processes quickly
- Strong sense of accountability and follow-through
- Adaptable and willing to assist in various areas of the business
- Professional demeanor with a client-first mentality
Tax Preparer Education and Experience:
- Associate degree in Accounting, Finance, Business, or related field preferred
- 0-2 years of tax preparation or accounting experience; internships considered
- Experience with Drake, TaxSlayer, QuickBooks, or similar software preferred
- Basic understanding of accounting principles and individual tax preparation
- Experience working in a small business environment is highly preferred
- Accounting, finance, or bookkeeping experience with a strong personality and willingness to learn will be considered in lieu of direct tax preparation experience
Tax Preparer - Immediate need. Apply today!
