Financial Planning & Tax Office Inc. · 2 weeks ago
Lead Tax Accountant at Financial Planning & Tax Office Inc.
Houston, TX
Full-time
Onsite
Senior Level
$20/hr - $25/hr
5+ years expFinancial Planning & Tax Office is looking for a goal-driven Lead Tax Accountant to be responsible for advising clients, analyzing tax data, and filing tax returns. The role involves supervising the bookkeeping and tax teams while ensuring confidentiality and providing excellent service to promote repeat business.
AccountingAdviceFinanceFinancial Services
Responsibilities
Facilitate and manage the preparation and review our client’s federal tax returns and the accurate, timely filing of all tax forms
Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings for our clients
Find and implement opportunities for process improvement in company tax procedures
Develop and implement strategic tax planning for all necessary federal and state taxes
Manage members of the bookkeeping & tax team as they prepare components of our client's US federal income tax return and other tax documents. Along with reviewing the financial statements prepared by the bookkeeping team & tax returns
Plan for and develop an overall return calendar and coordinate timing and inputs with the tax team
Maintain effective control procedures over all aspects of the tax process
Assist with the management of client's IRS income tax audits: preparing responses, creating schedules, etc
Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
Provide support and train staff in the taxation department
Review tax returns and quarterly/yearly tax projections for clients
Manage and mentor members of the tax team to greater levels of effectiveness and engagement
Facilitate Client Retention and Growth
Acquire new clientele for the company
Qualification
Required
Experience with both Individual and Corporate Returns
Bachelor's degree in accounting or finance
Registered Tax Return Preparer Test completed
Registration with the IRS with a valid PTIN
Minimum of 5 years' experience
Computer literate
Strong oral and written communication skills
Must ensure confidentiality
Proficient with QuickBooks Payroll relief
Proficient Tax Preparation Software
Company
Financial Planning & Tax Office Inc.
We provide affordable and dependable bookkeeping &money management services to small businesses and individuals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase