Accounting - Tax Coordination Job McKinney area,Texas USA,Accounting

Client Accounting Role

This is a client-facing accounting role focused on financial oversight and tax coordination not tax return preparation.

You'll work directly with members (clients) to ensure their financials are accurate, organized, and ready for tax filing, while serving as the primary liaison with external CPA firms.

If you enjoy reviewing financials, catching issues, improving processes, and owning the flow of information into tax season this is a strong fit.

What You'll Do:
Client Accounting Oversight

Review member financial statements for accuracy, completeness, and consistency
Identify errors, gaps, and opportunities for improvement
Provide guidance on accounting best practices and financial organization
Serve as a primary point of contact for accounting-related questions
Support onboarding into accounting systems and workflows
Maintain clear documentation of reviews and recommendations

Tax Coordination (No Return Prep)

Gather and organize financial data for tax preparation
Prepare work papers and supporting schedules for CPA firms
Ensure all documentation is complete, accurate, and audit-ready
Act as the main liaison between members and external CPAs
Track deadlines, manage deliverables, and follow up on outstanding items
Resolve discrepancies and missing information proactively

Process & Team Collaboration

Collaborate with internal teams to ensure consistency across members
Improve workflows related to financial review and tax coordination
Help standardize processes as the organization grows
Stay current on accounting standards impacting clients

What This Role Is (and Isn't) This role IS:

Client-facing
Detail-oriented and review-heavy
Focused on organization, accuracy, and follow-through
A key bridge between clients and CPAs

This role IS NOT:

Preparing or filing tax returns
A traditional internal corporate accounting role
A pure bookkeeping position

Qualifications

Bachelor's degree in Accounting, Finance, or related field
5+ years of accounting experience (client-facing, advisory, or public accounting preferred)
Strong understanding of accounting principles and financial reporting
Experience reviewing financial statements
Experience working with external CPAs or auditors
High attention to detail and strong organizational skills
Ability to manage multiple clients and deadlines
Strong communication skills, especially with non-accountants
Proficiency in accounting software and Excel

Preferred

Experience in multi-entity or multi-state environments
Background in client accounting services (CAS)
Familiarity with small business or professional services accounting

Compensation & Benefits

90-day introductory period
10 days PTO (after introductory period)
12 Wellness Days annually (1 per month)
8 federal holidays
Medical insurance (after introductory period)

Work Environment

On-site in McKinney, TX
Collaborative, service-oriented team
Deadline-driven, especially during year-end and tax season

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