About Us
We are a growing tax and accounting firm headquartered in Austin, TX. Our mission is to help individuals and businesses stay compliant, minimize tax liability and maintain peace of mind through accurate, proactive tax planning. We pride ourselves on attention to detail, integrity and collaborative support.
Role Overview
We are seeking an experienced Tax Preparer to work directly with clients, gather tax documents, prepare and file returns and stay up to date on tax law changes. You will help clients identify deductions and credits and respond to IRS inquiries, while maintaining confidentiality of sensitive financial information. This role is key to ensuring our clients’ returns are accurate, compliant and filed on time.
Responsibilities
Prepare individual and business tax returns, review financial records and ensure compliance.
Identify tax saving opportunities, including deductions and credits, for clients.
Assist clients in gathering necessary documents and maintain organized records.
Communicate tax matters clearly and respond to IRS notices and inquiries.
Work closely with bookkeepers and other team members to optimize tax strategies.
Maintain strict confidentiality of client information.
Stay current on changes in federal, state and local tax laws and apply them to filings.
Qualifications
Experience: At least 5 years of tax preparation experience, ideally in a public accounting or tax firm
Certification: Enrolled Agent (EA) certification preferred.
In depth knowledge of federal, state and local tax laws and compliance requirements.
Excellent communication skills and ability to explain complex tax matters in plain language.
Proven ability to work efficiently under deadlines, especially during tax season.
Tech savvy, comfortable using tax preparation software and other accounting tools.
Highly detail oriented, organized and able to work independently while collaborating effectively with a team.