Tax Accounting Associate Jobs in Texas (NOW HIRING)

Company Description Baity & Associates Tax and Financial Services, Inc. provides comprehensive tax, accounting, and financial services to individuals and businesses. Our team is committed to delivering accurate, practical, and cost-effective guidance with professionalism, integrity, and exceptional client service. Through ongoing continuing education, we stay current with changing tax laws and accounting regulations, allowing us to maintain compliance, identify valuable tax-saving opportunities.

Essential Job Duties

· Prepare federal business income tax returns, including Forms 1120-S, 1120, and 1065.

· Prepare Texas Franchise Tax Reports.

· Prepare federal individual income tax returns, including Form 1040 and common supporting schedules.

· Prepare and review financial statements for small- to medium-sized business clients.

· Perform accounting and bookkeeping services, including reviewing and reconciling financial records.

· Prepare quarterly and annual payroll reports, including Forms 941, 940, W-2, W-3, and applicable state reports.

· Prepare sales tax reports and assist clients with related filing requirements.

· Review bank statements, payroll records, and supporting documentation for accuracy.

· Identify missing, incomplete, or inconsistent information and follow up with clients as needed.

· Explain the general tax advantages, disadvantages, and reporting requirements of different business entity structures.

· Assist with business and individual tax-planning strategies based on each client’s circumstances.

· Review W-2s, Forms 1099, brokerage statements, retirement documents, Schedules K-1 and K-3, and other individual tax documents.

· Apply current federal and state tax laws when preparing returns, financial reports, and other filings.

· Communicate professionally with clients regarding accounting questions, tax matters, missing documents, deadlines, and return status.

· Maintain organized workpapers and properly document accounting entries and tax return positions.

· Use professional tax, accounting, payroll, and document-management software accurately and efficiently.

· Follow the firm’s preparation, review, documentation, privacy, and confidentiality procedures.

· Manage multiple client assignments and meet tax, payroll, accounting, and reporting deadlines.

Required Qualifications

· Three or more years of experience preparing business income tax returns, including Forms 1120-S, 1120, or 1065.

· Three or more years of experience preparing Form 1040 individual income tax returns.

· Working knowledge of federal business and individual tax concepts.

· Experience preparing financial statements or performing accounting and bookkeeping services.

· Familiarity with payroll reporting and sales tax reporting requirements.

· Understanding of common business entity structures and their general tax implications.

· Ability to identify missing or inconsistent information and resolve discrepancies.

· Strong attention to detail, accuracy, and organizational skills.

· Ability to follow established accounting, tax preparation, and review procedures.

· Strong written and verbal communication skills.

· Ability to explain tax and accounting matters clearly and professionally to clients.

· Ability to manage multiple clients and meet recurring and tax-season deadlines.

· Ability to handle confidential client and financial information professionally.

· Proficiency with Microsoft Office, QuickBooks, professional tax preparation software, and general computer applications.

· Customer service orientation.

Preferred Qualifications

· Three or more years of recent business and individual tax preparation experience.

· Five or more years of total experience preparing Forms 1120-S, 1120, 1065, and Texas Franchise Tax Reports.

· Five or more years of total experience preparing Form 1040 returns with Schedules A, C, D, E, and F.

· Experience with year-end adjusting entries and financial statement preparation.

· Experience with monthly or quarterly bookkeeping and account reconciliations.

· Experience preparing Forms 941, 940, W-2, W-3, and state payroll reports.

· Experience preparing state and local sales tax reports.

· Experience assisting clients with entity selection and tax-planning strategies.

· Familiarity with Schedules K-1 and K-3, investment activity, and digital asset reporting.

· Experience using professional tax preparation, accounting, payroll, and document-management software.

· Experience with UltraTax, SurePrep, QuickBooks, or similar professional software.

· A bachelor’s degree in Accounting, Finance, or a related field is preferred; relevant experience or tax training may be considered in place of a degree.

· Enrolled Agent and/or CPA designation.

Compensation and Benefits

· Pay: $65,000–$80,000 per year, based on experience and qualifications.

· Health insurance.

· SIMPLE retirement plan with employer matching.

· Paid time off and bereavement leave.

· Paid overtime during tax season.

· Annual performance reviews with salary reconsideration.

Perks

· Work anniversary and birthday recognition.

· Extended paid time off between Christmas and New Year’s.

· Extended holiday time off for Memorial Day and Labor Day.

· Paid tax-season recovery days.

· Modified off-season schedule with early Friday departures.

· Office social gatherings and events.

· Supportive small-office environment with a business-casual dress code.

· Paid required year-end CPE courses that meet Enrolled Agent annual requirements.

Schedule and Work Location

· Monday through Friday.

· Eight-hour shift with a one-hour lunch.

· Overtime is available and expected during tax season through April 15.

· This is a fully in-person position located in Pasadena, Texas 7750.

· Candidates must be able to reliably commute to Pasadena, Texas, or relocate before their start date.