Senior Tax Preparer

A well-established, full-service public accounting firm is seeking an experienced Senior Tax Preparer to join its team. Known for combining deep technical expertise with the agility and collaborative culture of a smaller firm, this organization places a strong emphasis on work/life balance, community involvement, and maintaining a positive work environment. This role is based in the Greater Houston area.

Key Responsibilities:

Tax Preparation & Review

• Prepare and review a wide range of federal and state income tax returns for individuals (1040), corporations (1120, 1120S), partnerships (1065), trusts (1041), and non-profit organizations (990)
• Assist with the preparation and review of amended returns as needed
• Conduct tax research to resolve complex tax issues and ensure compliance with current tax laws and regulations
• Ensure all returns are prepared with a high degree of accuracy and completeness prior to submission

Client & Project Management

• Communicate with clients to gather financial information, clarify tax implications, and address questions or concerns
• Assist clients with proactive tax planning strategies aimed at minimizing liabilities and aligning with financial goals
• Manage multiple tax engagements simultaneously, ensuring deadlines are met and projects progress efficiently
• Maintain organized and accurate client files and documentation

Team Support

• Answer daily tax-related questions from preparers and review work completed by staff
• Prepare and review weekly client status updates and reports
• Mentor and support the development of junior tax staff
• Assist Project Managers as needed

Compliance & Administration

• Prepare and transmit tax extensions
• Perform or review bookkeeping, payroll, and sales tax filings as needed
• Utilize QuickBooks (desktop and online) and tax software as required
• Draft correspondence to the IRS and state agencies and resolve client notices and inquiries
• Maintain accurate WIP tracking and assist with client billing as necessary

Required Qualifications:

• Bachelor's degree in Accounting required; Master's in Taxation preferred
• CPA certification (or in progress) preferred
• 3+ years of public accounting experience, including corporate and partnership tax
• Working knowledge of state income and franchise tax for multistate filers
• Demonstrated success in building and managing client relationships
• Proficiency in Microsoft Office, UltraTax, QuickBooks, or equivalent software
• Excellent verbal and written communication skills
• Strong time management and organizational skills
• Must be authorized to work in the United States on a full-time permanent basis

This is a great opportunity for a skilled tax professional looking to take on meaningful client work, contribute to a collaborative team, and grow within a people-first firm. For immediate consideration, please contact Gatlin Johnson directly.

About The Agency Recruiting

The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.

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Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.