Our busy downtown Dallas law and CPA firm is seeking a highly organized, detail-oriented, and experienced Tax Preparer to join our growing team full-time. This position is ideal for a professional with strong experience in Drake Tax Software and QuickBooks, who is comfortable working in a fast-paced environment and handling a wide range of tax preparation and bookkeeping-related responsibilities.
The ideal candidate is dependable, proactive, professional, and capable of managing multiple client matters efficiently while maintaining a high standard of accuracy and confidentiality.
Key Responsibilities
Prepare and review individual and business tax returns accurately and timelyWork on federal and state tax filings for individuals, partnerships, corporations, and S corporationsUse Drake Tax Software to input, process, and finalize tax returnsMaintain and review financial records using QuickBooksReconcile accounts, review profit and loss statements, and organize supporting financial dataAssist with tax planning support and year-round client tax mattersCommunicate with clients to request documents, clarify tax information, and follow up on missing itemsHelp ensure compliance with tax deadlines and filing requirementsOrganize electronic and physical client files in a secure and orderly mannerSupport attorneys and other staff with financial, tax, and client service matters as neededAssist with bookkeeping, payroll, and general accounting functions when necessaryQualifications
Prior experience as a Tax Preparer requiredStrong working knowledge of Drake Tax Software requiredStrong experience with QuickBooks requiredExperience preparing 1040, 1065, 1120, and 1120-S returns preferredFamiliarity with payroll tax filings, bookkeeping, and financial statements is a plusStrong attention to detail and accuracyAbility to manage multiple deadlines in a busy professional officeStrong written and verbal communication skillsProfessional demeanor and ability to maintain client confidentialityAssociate’s or Bachelor’s degree in Accounting, Finance, Tax, or related field preferredCPA, EA, or other tax credentials are a plus, but not requiredPreferred Skills
Experience working in a law firm, CPA firm, or tax advisory officeAbility to work independently with minimal supervisionStrong problem-solving and organizational skillsComfortable interacting with high-level clients and handling sensitive financial informationProficiency in Microsoft Office, Adobe PDF tools, and document management systemsWhat We Offer
Full-time, stable position in a professional downtown Dallas officeCompetitive compensation based on experienceOpportunity to work in a dynamic legal and tax environmentGrowth opportunities within a fast-paced and expanding practiceCollaborative and professional workplaceHow to Apply
Please submit your resume and a brief cover letter outlining your experience with Drake Tax Software, QuickBooks, and tax return preparation.
