Senior Financial Analyst
September 22, 2025Prequalification Coordinator
September 23, 2025Overview:
Our FW client is seeking a Senior Tax Associate or Tax Manager to join their growing team. The ideal candidate will have a minimum of 5 years of experience preparing and reviewing business and individual tax returns in a public accounting firm setting. This position offers the opportunity to take on a leadership role in managing complex tax engagements, providing strategic tax planning, and mentoring junior staff.
Key Responsibilities:
- Review and analyze financial records including prior-year tax returns, income statements, and expense documentation to ensure complete and accurate filings
- Prepare and review federal and state tax returns for individuals and business entities, including Forms 1040, 1065, 1120S, 1120, 940, and 941
- Independently prepare tax returns and proactively identify errors or discrepancies prior to final review by a Senior Tax Manager or Partner
- Identify tax planning opportunities and provide recommendations to clients
- Accurately calculate and project tax liabilities using current tax code, form instructions, and tax tables
- Conduct financial and tax-related analysis as needed for clients
- Prepare journal entries and assist with general ledger maintenance related to A/R, A/P, and other financial transactions
- Ensure timely filing of all required returns and compliance with applicable deadlines
- Stay current with tax law changes and industry best practices
- Contribute to internal process improvements and support staff training initiatives
Qualifications:
- 5 + years of recent experience in tax preparation and review within a public accounting firm
- Proficiency with tax preparation software (ProSystem fx)
- Comfortable with adopting and using new technology and accounting software
- Strong understanding of federal and state tax regulations and GAAP
- CPA license preferred; candidates actively pursuing CPA licensure will also be considered
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