BookTaxPro
Company Description
BookTaxPro provides professional accounting, tax preparation, and outsourced financial planning and analysis (FP&A) services tailored to small businesses and individuals. We specialize in helping clients maintain compliance, enhance financial visibility, and make informed decisions with accurate reporting and reliable insights. Our team includes experienced CPAs and other financial professionals who leverage cutting-edge technology to deliver customized solutions for bookkeeping, tax compliance, financial reporting, budgeting, forecasting, and cash flow analysis. As a trusted advisor, we focus exclusively on financial planning without engaging in investment advisory, providing cost-effective and scalable services adapted to the needs of every client.
Role Description This is a full-time, on-site role based in Houston, TX, for a Tax Preparer at BookTaxPro. The Tax Preparer will be responsible for preparing individual and business tax returns, analyzing financial documents, ensuring compliance with tax laws, and identifying opportunities for tax savings. The role also includes assisting with the preparation of financial statements and providing support for financial planning initiatives. Collaboration with clients and team professionals will be a key part of day-to-day responsibilities.
Qualifications
Proficiency in Tax Preparation, Tax, and Tax Law
Experience with financial reporting and creating Financial Statements
Familiarity with Finance concepts and data analysis to provide financial insights
Strong attention to detail and proficiency with modern accounting software
Effective communication and problem‑solving skills
Knowledge of current tax regulations and compliance requirements
Bachelor’s degree in Accounting, Finance, or a related field
CPA or Enrolled Agent certification is a plus
Seniority level Entry level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Accounting
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Role Description This is a full-time, on-site role based in Houston, TX, for a Tax Preparer at BookTaxPro. The Tax Preparer will be responsible for preparing individual and business tax returns, analyzing financial documents, ensuring compliance with tax laws, and identifying opportunities for tax savings. The role also includes assisting with the preparation of financial statements and providing support for financial planning initiatives. Collaboration with clients and team professionals will be a key part of day-to-day responsibilities.
Qualifications
Proficiency in Tax Preparation, Tax, and Tax Law
Experience with financial reporting and creating Financial Statements
Familiarity with Finance concepts and data analysis to provide financial insights
Strong attention to detail and proficiency with modern accounting software
Effective communication and problem‑solving skills
Knowledge of current tax regulations and compliance requirements
Bachelor’s degree in Accounting, Finance, or a related field
CPA or Enrolled Agent certification is a plus
Seniority level Entry level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Accounting
#J-18808-Ljbffr