Tax​/Accounting Specialist at Baity & Assoc. Tax and Financial Services, Inc. in Houston

Job Title

Baity & Associates Tax and Financial Services, Inc. is seeking a professional to join their team. The ideal candidate will have experience preparing business and individual income tax returns, financial statements, and payroll reports.

• Prepare federal business income tax returns, including Forms 1120-S, 1120, and 1065.

• Prepare Texas Franchise Tax Reports.

• Prepare federal individual income tax returns, including Form 1040 and common supporting schedules.

• Prepare and review financial statements for small- to medium-sized business clients.

• Perform accounting and bookkeeping services, including reviewing and reconciling financial records.

• Prepare quarterly and annual payroll reports, including Forms 941, 940, W-2, W-3, and applicable state reports.

• Prepare sales tax reports and assist clients with related filing requirements.

• Review bank statements, payroll records, and supporting documentation for accuracy.

• Identify missing, incomplete, or inconsistent information and follow up with clients as needed.

• Explain the general tax advantages, disadvantages, and reporting requirements of different business entity structures.

• Assist with business and individual tax-planning strategies based on each client's circumstances.

• Review W-2s, Forms 1099, brokerage statements, retirement documents, Schedules K-1 and K-3, and other individual tax documents.

• Apply current federal and state tax laws when preparing returns, financial reports, and other filings.

• Communicate professionally with clients regarding accounting questions, tax matters, missing documents, deadlines, and return status.

• Maintain organized work papers and properly document accounting entries and tax return positions.

• Use professional tax, accounting, payroll, and document-management software accurately and efficiently.

• Follow the firm's preparation, review, documentation, privacy, and confidentiality procedures.

• Manage multiple client assignments and meet tax, payroll, accounting, and reporting deadlines.

• Three or more years of experience preparing business income tax returns, including Forms 1120-S, 1120, or 1065.

• Three or more years of experience preparing Form 1040 individual income tax returns.

• Working knowledge of federal business and individual tax concepts.

• Experience preparing financial statements or performing accounting and bookkeeping services.

• Familiarity with payroll reporting and sales tax reporting requirements.

• Understanding of common business entity structures and their general tax implications.

• Ability to identify missing or inconsistent information and resolve discrepancies.

• Strong attention to detail, accuracy, and organizational skills.

• Ability to follow established accounting, tax preparation, and review procedures.

• Strong written and verbal communication skills.

• Ability to explain tax and accounting matters clearly and professionally to clients.

• Ability to manage multiple clients and meet recurring and tax-season deadlines.

• Ability to handle confidential client and financial information professionally.

• Proficiency with Microsoft Office, Quick Books, professional tax preparation software, and general computer applications.

• Customer service orientation.

• Pay: $65,000-$80,000 per year, based on experience and qualifications.

• Health insurance.

• SIMPLE retirement plan with employer matching.

• Paid time off and bereavement leave.

• Paid overtime during tax season.

• Annual performance reviews with salary reconsideration.

• Work anniversary and birthday recognition.

• Extended paid time off between Christmas and New Year's.

• Extended holiday time off for Memorial Day and Labor Day.

• Paid tax-season recovery days.

• Modified off-season schedule with early Friday departures.

• Office social gatherings and events.

• Supportive small-office environment with a business-casual dress code.

• Paid required year-end CPE courses that meet Enrolled Agent annual requirements.

• Monday through Friday.

• Eight-hour shift with a one-hour lunch.

• Overtime is available and expected during tax season through April 15.

• This is a fully in-person position located in Pasadena, Texas 7750.

• Candidates must be able to reliably commute to Pasadena, Texas, or relocate before their start date.