Tax Senior - TX - Vensure Employer Solutions
Sugar Land, TX
About the Job
About us
Our company is an established, full service, CPA firm in Sugar Land. We boast the delivery of exceptional client service while maintaining the highest standards of professionalism in all our engagements. Our office cultivates a culture of all around excellence and well-being for our clients and team members. We cherish a close-knit "family” environment that values each individual and encourages skill development to achieve career aspirations. Working collaboratively in a welcoming and relaxed atmosphere, we tackle dynamic challenges to effectively serve the needs of our clients that are primarily located in the Houston metroplex.
Position Summary
We are seeking an individual motivated to join our team as a senior experienced in tax preparation and review. This position is important to our ongoing efforts to achieve new heights of excellence.
Essential Duties and Responsabilities
- Review and Prepare Comprehensive Tax Returns.
- Review and prepare a wide range of tax returns, including federal and state individual, corporate, partnership, fiduciary, gift, and non-profit filings.
- Conduct Tax Research.
- Research evolving tax laws and regulations to address and resolve multifaceted tax challenges effectively.
- Research evolving tax laws and regulations to address and resolve multifaceted tax challenges effectively.
- Prepare and Review Tax Planning Engagements.
- Develop comprehensive tax planning strategies to present in client meetings, providing tailored guidance to meet the client's financial goals.
- Develop comprehensive tax planning strategies to present in client meetings, providing tailored guidance to meet the client's financial goals.
- Advocate for Clients in IRS Matters.
- Represent clients in dealings with the IRS, managing and resolving tax disputes, audits, and compliance issues.
- Represent clients in dealings with the IRS, managing and resolving tax disputes, audits, and compliance issues.
- Training and Supervision.
- Provide strategic guidance in managing project workflows and team performance.
- Provide strategic guidance in managing project workflows and team performance.
- Client Billing and Collections.
- Manage client billing and collections ensuring timely and accurate invoicing and follow-up.
- Manage client billing and collections ensuring timely and accurate invoicing and follow-up.
- Client Relationship Management.
- Cultivate strong and positive relationships with clients while serving as a key point of contact and ensuring client satisfaction.
- Cultivate strong and positive relationships with clients while serving as a key point of contact and ensuring client satisfaction.
- Marketing and Business Development.
- Actively engaging in firm marketing initiatives and client acquisition efforts.
Knowledge Skills and Abilities
- Ability to collaborate effectively with colleagues and clients.
- Critical thinking and ability to multitask.
- Working knowledge of quickbooks.
- PC proficient.
- Excellent verbal, written, and listening skills.
Education & Experience
- Bachelor's in accounting, Finance or related field.
- Mandatory certifications: CPA.
- EA Certification is a plus.
- 4 years of recent Public Accounting firm experience and diverse tax experience.
- Prior tax experience within a small to midsize CPA firm is advantageous.
- Knowledge of CCH Prosystems software is a plus.
- International tax knowledge is a plus.
