Humble-Kingwood area established full-service CPA firm searching for a seasoned Tax Preparer/Bookkeeper and/or CPA with public tax accounting experience. Our firm handles a wide range of clients with varying tax and bookkeeping needs. Our employees must have proper etiquette and customer service skills, a professional appearance and attitude, and maintain a high work ethic whether you are working with coworkers, clients, or by yourself. Public tax accounting experience highly desired. Availability: 1-3 weeks.
Our firm is looking for individuals who are striving to strengthen their professional skill set while bettering the services our firm provides.
***To meet IRS deadlines, all applicants must be available to work longer hours during the high tax/business seasons, which includes nights and weekends, as required. This is the nature of our industry.***
I. Preparation of federal and state tax forms and returns (simple to complex in nature) for individuals, partnerships, businesses, and corporations. Additional experience preparing returns for estates and trusts is a plus.
a. Organizes client tax documents for data input into tax software.
b. Enters tax data into tax software while maintaining attention to detail.
c. Interacts with client in order to gain any missing information needed to complete the tax return.
d. Researches tax subjects to find the correct way to report client data to the federal and state agencies.
e. Works alongside the CPA reviewing the returns; including editing changes and answering questions regarding the return under review.
f. Experience using Lacerte tax software highly desired
II. Ability to review and make adjustments in a client's QuickBooks including:
b. Reclassifying Entries
c. Making Journal Entries
Skills and Required Qualifications:
- 3-5 years of intermediate to advanced tax preparation experience
- Intermediate in QuickBooks
- Familiarity with tax input data into tax software
- Client Bookkeeping or similar
- Strong communication skills, highly organized, efficient and accurate, and able to meet all deadlines
- Basic computer skills including Microsoft Office Software
***Only applicants with above skills and qualifications will be considered. When submitting for this position, please include your desired annual salary, and kindly answer all screening questions.***