Skip to Main Content
← Back to Jobs

IRS Enrolled Agent / CPA / Tax Preparer

Marshall Financial Services Austin, TX
  • Posted: 18 days ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, Dental

Marshall Financial Services LLC is seeking a full-time Enrolled Agent/Tax Preparer or CPA/Tax Preparer to join our team.

The ideal candidate must have good communication skills and good client interaction skills, enjoys a variety of work assignments and exhibits a work life balance; yet understands the demands of tax season.

Position Overview:

Applicant will be responsible for accurately preparing and filing simple to complex federal and state tax returns for a diverse clientele including; individuals, trusts and estates, partnerships, corporations and FBARs.

Primary Responsibilities:

  • Interview clients to obtain a thorough understanding of their financial situation

  • Provide general tax consulting and advise against potential tax liabilities or deductions and credits

  • Research client specific tax related questions/issues and provide answers/advise

  • Fulfill required continuing education to keep abreast of changing tax law and current tax developments

  • Mentor and support teammates

  • Special assignments as needed

Qualifications:

  • CPA license or Enrolled Agent Designation (or working towards either) preferred

  • Minimum of 3 years of recent public accounting and tax preparation experience

  • Detail oriented and presents strong verbal and written communication skills

  • Able to follow processes and instructions with the ability to adapt to or suggest change

  • Strong attention to detail and accuracy

  • Ability to establish rapport with clients to build working relationships and increase retention and generate business growth

  • Exhibits professionalism, including appearance, demeanor and behavior

  • Perform well under pressure in a fast-paced environment with the ability to multitask and meet deadlines

  • Required PTIN eligibility

Software:

  • Experience with Drake Tax Software beneficial

  • Proficient with QuickBooks

  • Proficient with Microsoft Office tools; including Word, Excel and Outlook

100% Employer Paid Benefits:

  • Health Insurance

  • Dental Insurance

  • Vision Insurance

  • Life Insurance

  • Long Term Disability

  • Paid Time Off

  • Gym Membership

Marshall Financial Services

Why Work Here?

We have a fun team with an easy going boss in a modern office with top of the line equipment and a lot of business growth opportunity.

Our family owned and operated northwest Austin small business specializes in tax preparation, bookkeeping, payroll and business consulting. We have a pleasant working environment with an established client base which we are focusing on growing.

Address

9911B Woodland Village Dr
Austin, TX
USA

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.