A well-established financial planning firm in mid-town Houston is seeking a Tax Senior with 2+ years of experience in PCS or UHNW families. This role blends public accounting with a comprehensive approach to tax planning. Our tax team consults with clients and collaborates with our experts in financial planning to provide year-round tax strategies for optimal tax reduction. Enjoy a balanced work-life schedule with significantly fewer hours during tax season and throughout the year.
Compensation: $ 90-105K, plus bonus, including free healthcare benefits (for family), generous PTO, and a great culture.
Delayed Start date for those coming out of public accounting
Requirements:
- CPA license required.
- Bachelor’s degree required; Master’s degree in Accountancy preferred.
- Experience as a tax senior at a reputable CPA firm.
- Two or more years of public accounting experience focusing on individual, trust, and small business returns.
- Preferred experience with Forms 5471, 3520, 3520-A, 8865, and 8885.
- Preferred experience in state tax preparation.
- Strong technical and interpersonal skills.
What We Offer:
- Flexibility to work from home or in the office, except for required client and department meetings.
- Collaborative, positive teammates.
- Non-toxic, positive company culture.
- Career development and advancement opportunities.
- Autonomy in your role.
- Professional development options.
- Rewarding work that matters.
Join us and make a meaningful impact with your expertise!
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