Preparation and review of individual, business, and non-profit income tax returns • Tax planning services • Tax and accounting research projects • Build relationships with clients through direct communication and in-person meetings • Manage and prioritize multiple projects and competing deadlines • Review work of staff associates and provide professional feedback and guidance Requirements
To qualify for the role, you must have:
Valid CPA license or CPA license qualified • Minimum of 3 years of experience in income tax preparation & Attest services • Experience working in a public accounting firm • Broad understanding of and experience with federal income taxation • Experience with QuickBooks and Microsoft Office (Excel, Word, and Outlook) • Experience researching and reporting on tax related questions • Strong work ethic with a particular emphasis on professional integrity and reliability • Commitment to excellence and a passion for client service • Strong interpersonal and relationship building skills • Strong project management capabilities • Excellent verbal and written communication skills • Problem solving ability and attention to detail • Willingness to embrace a paperless workplace and digital project management
Ideally, you’ll also have:
Experience with Lacerte Tax preparation software • Experience working with high net worth clients • Experience working with small and medium size business clients
Valid CPA license or CPA license qualified • Minimum of 3 years of experience in income tax preparation & Attest services
Internal Number: 1
About Local Accounting Firm Houston Northwest Area
McClanahan & Eaton is a full service Accounting, Tax Filing & Planning and Financial Advising Firm.
We have operated in the Houston area for decades helping individuals and businesses achieve their financial goals. Our long standing roots in the community have only been possible because we view every client relationship like a partnership, and truly believe that our success is a result of their success. We pride ourselves on dependable service and building a relationship with every client so we can better understand their unique individual needs.