Senior Tax Preparer

Job Description

Job Description

Position :

Advanced Tax Preparer, Bookkeeping Reviewer and Advisor

About Us :

Molen & Associates specializes in small business ownership and has been helping our clients in the Houston area with their tax preparation, tax planning, and bookkeeping for over 40 years.

Job Description & Responsibilities :

We are seeking a detail-oriented Advanced Tax Preparer / Bookkeeping Reviewer and Advisor with strong problem-solving skills to join our team.

The ideal candidate will :

• Prepare individual and business tax returns, including complex ones, (1040, 1120-S, 1120, 1065, 990 and 1041).
• Analyze financial information, focus on getting to the root of the problem or issue and provide appropriate responses and resolutions, with an ability to clearly communicate to clients with varying levels of business acumen.
• Effectively communicate with clients at all phases but especially in the gathering information and providing timely updates phases.
• Complete tax return reviews of returns prepared by other preparers and reviews of financials prepared by our internal bookkeepers.
• Assist clients with tax planning and advisory services.
• Research and resolve complex tax issues and questions.
• Maintain up-to-date knowledge of tax laws and regulations.
• Ensure compliance with federal, state, and local tax regulations.
• Ability to spot problems or inconsistencies in client provided documents and be familiar with bookkeeping / accounting to answer client questions and be a support to our internal bookkeeping team.
• Utilize tax preparation software, preferably Lacerte, though experience with other tax software will be considered.
• Experience with CRM software, ZOHO preferred, and integration in the tax return preparation process.
• Maintain a professional demeanor and timely work habits.
• Ability to work independently, with minimal supervision and correctly prioritize multiple projects.

Requirements & Qualifications :

Benefits :

Join Molen & Associates to advance your career in a supportive environment where you can make a significant impact on our clients’ financial success.

Company Description

The first clients of Molen & Associates came mainly from the law enforcement field. Word spread from officer to officer of Ward Molen’s tax service. Those clients came to the Molen home and watched cartoons with their children, while waiting for their tax appointment.

Now, 40 years later, Molen & Associates has expanded its client base to include those from many different professions. We are proud to say that our growth has been constant and steady. We attribute that growth to word of mouth referrals of our high quality product. Our business model of integrating tax and investment planning expertise, utilizing a “comprehensive picture” perspective, provides our clients with a clear advantage in these changing economic times.

Company Description

The first clients of Molen & Associates came mainly from the law enforcement field. Word spread from officer to officer of Ward Molen’s tax service. Those clients came to the Molen home and watched cartoons with their children, while waiting for their tax appointment.\r\n\r\nNow, 40 years later, Molen & Associates has expanded its client base to include those from many different professions. We are proud to say that our growth has been constant and steady. We attribute that growth to word of mouth referrals of our high quality product. Our business model of integrating tax and investment planning expertise, utilizing a “comprehensive picture” perspective, provides our clients with a clear advantage in these changing economic times.