Senior Tax Preparer

About us

Molen & Associates is a small business in Houston, TX. We are professional, agile and customer-centric.

We are looking for an experienced Senior Tax Preparer to join our team. The ideal candidate will have a thorough understanding of tax laws and regulations, as well as experience in preparing complex tax returns. The Senior Tax Preparer will be responsible for providing accurate and timely tax advice to clients, managing the preparation of tax returns, and ensuring compliance with all applicable laws and regulations. This is an excellent opportunity for a highly organized individual to join a growing firm.

Responsibilities:

• Prepare and file tax returns for individuals and businesses.
• Analyze financial information to determine the best tax strategies for clients.
• Keep up to date on changes in tax laws and regulations.
• Provide advice on tax-related matters to clients.
• Identify and maximize deductions to reduce tax liabilities.
• Research complex tax issues and provide solutions.
• Review financial records to ensure accuracy of returns.

Job Title: Senior Tax Advisor

Department: Tax

Reports to: Advisory Services Manager

FLSA Status: Salaried / Exempt

Position Summary

The Senior Tax advisor is responsible for conducting tax interviews and for preparing all entity types of tax returns, including 1120, 1120-S, 1065, Estate and Non-Profit tax returns, as well as more advanced individual returns that include Sch C and Sch E, so clients pay the least possible tax as prescribed by tax law. The Senior Tax advisor answers tax questions and offers advice, as qualified, to assist clients. Senior tax advisors are expected to develop trusted relationships with their client base so that their client’s holistic financial picture is understood, and they are able to offer or refer the wealth management services. This position will also assist in performing senior reviews of returns prepared by other advisors.

Is This You?

Core Values

To perform the job successfully, an individual should demonstrate the following core values:

Service the Client Above All Else: Cares about client success, friendly, treats everyone with respect, understands the value of reputation, and encourages teamwork with client.

Do the Right Thing: Hard worker, willingness, shows honesty.

Show Unequivocal Excellence: Takes responsibility, maintains accountability, willing to teach, train, and expound.

Question to Solve: Continues to strive for perfection, detail oriented, pragmatic, creative, values accuracy.

What you have already achieved: (Requirements)

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:Associates degree or five years related experience and/or training; or equivalent combination of education and experience.

Language Ability:Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Bi-Lingual English/Spanish strongly preferred.

Mathematical Ability:Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.

Reasoning Ability:Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills:To perform this job successfully, an individual should have knowledge of MS Office (Word, Excel, PowerPoint, Access, Publisher, Outlook, Internet Explorer).

Certificates and Licenses: Internal Revenue Service Preparer Tax Identification Number (PTIN). CPA, or CPA candidate or IRS Enrolled Agent or Candidate preferred.

What you will achieve: (Expectations)

Tax Preparation

· Conduct tax interviews for individuals, corporations, partnerships, exempt organizations, fiduciaries, and estates.

· Finalize the above mentioned tax returns and resolve any electronic filing issues prior to, during and after electronic transmission.

· Answer client questions.

· Assist clients in responding to Internal Revenue Service correspondence.

Training

· Continuously update knowledge of tax laws and the implications for clientele.

· Serve as the knowledgeable resource to all tax advisors in the firm.

Special Projects and Assignments

· Back office support as required.

· Special Projects as assigned.

Continuing Education

· Participate in annual tax education event (i.e. CSEA Super Seminar) as directed.

· Actively seek updated tax knowledge as required (i.e. www.IRS.gov, local seminars, Quick Finders).

· Maintain required Continuing Education Credits for credentials (i.e. EA) as appropriate.

Must possess excellent communication skills and the ability to foster positive relationships with the client base and fellow employees. Ability to work with minimal supervision. Ability to maintain personal workflow within the firm’s established systems and meet deadlines. Must possess the ability to learn and progress in the above listed essential job functions.

Additional Information

Tax Season: Each year the tax season is different depending on where the first of February falls in the week and what day of the week April 15th falls. The tax season will include at least 12 hours a day five days a week and 5 hours on Saturday and any additional hours necessary to fulfill job requirements. The specifics of the hourly requirements will be addressed each year no later than January 15th.

Off-Tax Season: 8:30 a.m. – 5:00 p.m. Monday – Wednesday

8:30 a.m. – 8:00 p.m. Thursday

8:00 a.m. – 12:00 p.m. Friday

Tax Season: 8:00am-8:00pm Monday-Friday

9:00am-2:00pm Saturdays

Tax season hours can vary depending on when the filing windows open and how quickly clients get information into us. We have found that it generally starts off slower and gets busier as the season goes on.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Health insurance

Compensation package:

• Bonus opportunities

Weekly day range:

• Monday to Friday
• Weekends as needed

Ability to commute/relocate:

• Houston, TX 77066: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you willing to undergo a background check?

Experience:

• tax preparation: 5 years (Preferred)

Work Location: In person