Checkpoint Software Jobs in Texas (NOW HIRING)

Responsibilities:

• Review complex federal, state, and local business, individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns.
• Manage multiple tax engagements simultaneously, ensuring timely completion, technical accuracy, and compliance with applicable tax laws and regulations.
• Develop and maintain strong client relationships by providing proactive tax planning, consulting, and compliance services tailored to each client's business objectives.
• Research complex tax issues, interpret federal and state tax regulations, develop practical solutions, and prepare well-supported technical memoranda and written conclusions.
• Identify tax savings opportunities, credits, deductions, and planning strategies that help clients minimize tax liabilities and achieve long-term financial goals.
• Collaborate with clients and internal professionals to develop strategic tax solutions for business growth, transactions, entity structuring, and operational planning.
• Supervise, mentor, train, and evaluate tax professionals, providing ongoing coaching, technical guidance, and career development support.
• Review staff workpapers and tax returns to ensure quality, accuracy, and adherence to firm standards and professional requirements.
• Identify opportunities to expand client relationships by recommending additional tax advisory, consulting, and value-added professional services.
• Stay current on changes to federal, state, and local tax legislation, accounting standards, and regulatory developments that may impact clients.
• Develop expertise in specialized tax service areas, including public company taxation, financial institutions, international taxation, cross-border compliance, expatriate taxation, transaction advisory, and other complex tax matters.
• Utilize tax preparation, research, and workflow technology to improve efficiency, accuracy, and client service.
• Maintain the confidentiality of sensitive financial information while complying with professional ethics, regulatory requirements, and information security policies.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA), Enrolled Agent (EA), or an equivalent professional credential required.
• Minimum of 7 years of progressive public accounting experience.
• Strong knowledge of federal, state, and local tax laws, tax compliance, tax planning, and tax research.
• Experience preparing and reviewing complex individual and business tax returns for a variety of entity types.
• Proven ability to manage multiple client engagements while meeting deadlines and maintaining exceptional quality standards.
• Strong analytical, research, problem-solving, and critical thinking skills.
• Excellent written and verbal communication skills with the ability to explain complex tax concepts to clients and stakeholders.
• Experience leading, mentoring, and developing tax professionals in a collaborative environment.
• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook, with the ability to learn new tax technologies and software platforms.
• Ability and willingness to travel as needed to support client engagements and business development activities.

Desired Qualifications:

• Experience with tax preparation and engagement management software, including CCH ProSystem fx Engagement or similar platforms.
• Experience using professional tax research tools such as CCH AnswerConnect, Thomson Reuters Checkpoint, Bloomberg Tax, or comparable research software.
• Knowledge of international taxation, cross-border compliance, expatriate taxation, transaction advisory services, and tax implications of mergers and acquisitions.
• Experience serving clients across multiple industries, including financial services, manufacturing, healthcare, nonprofit organizations, and closely held businesses.
• Demonstrated success identifying business development opportunities and expanding client relationships through strategic tax advisory services.
• Commitment to continuous professional development and staying current with evolving tax legislation, regulatory guidance, and industry best practices.