Fort Worth Career Center

Responsible for the preparation of federal and state tax returns for individuals and businesses. Assist clients with estimated tax projections and planning, comprehensive bookkeeping functions, and tax research as needed. Applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, recognizing, and communicating potential risks with staff and clients, and utilizing tax software applications to prepare and process filings.

Qualifications Required:

• Candidates must possess strong interpersonal skills and excellent written and verbal communication skills.
• 2 - 4 years experience in preparation of Federal and State Individual, Partnership, and Corporate tax returns. Trust and Non-Profit tax return experience is not a must but is preferred.
• Knowledge of Statutory Accounting Principles.
• Strong attention to detail and accuracy is required.
• Self-starter with the ability to multitask and complete assignments within time constraints and deadlines. Demonstrated ability in planning and organizing. Must thrive in a fast-paced and dynamic environment while managing shifting priorities.
• Preferred experience in either public accounting or corporate accounting with financial statements, month-end close, analysis, and strong Excel utilization.
• Having QuickBooks and/or Ultra Tax experience would be beneficial.

Duties:

• Preparing intermediate and complex tax returns.
• Implementing tax planning strategies.
• Communicating with clients regularly during the preparation of compilations and business analysis.
• Assisting in confirming the financial status of business clients by monitoring their accounting activity; coordinating the collection, consolidation, and evaluation of financial data; and preparing special reports.
• Assisting with special projects and accounting analysis on a client-by-client basis.
• Reviewing and preparing journal entries for month-end close and performing account reconciliations.
• Working as a liaison between clients and third parties as needed.

Software:

Experience with UltraTax CS would be a plus, Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), Intuit QuickBooks, and Adobe Acrobat. CCH (ProSystem fx,), Practice Management, and Engagement knowledge a plus.