Experienced Tax Associate at Smith Anglin Financial

Job description

Smith Anglin & Company is a value-driven boutique tax firm focusing on high-net-worth individuals and their related entities. We provide expertise and honest guidance to give our clients peace of mind navigating the intricacies of tax planning as well as a host of other accounting services.

Job Summary

We are seeking a detailed-oriented Tax Associate to work closely with our team in the preparation and review of federal and state tax returns. This position will stay current on tax changes and law and will employ general accounting in preparing returns for client business entities. We work as a team to ensure firm success, and as such, you will be expected to pitch in to help on projects as needed.

What You’ll Do

· Prepare and review federal and state income tax returns for multiple entity types (1040, 1120S, 1065, 1041, etc.)

· General accounting for client businesses for use in income tax preparation including preparation of trial balances and related adjusting journal entries

· Stay current on latest tax law changes

· Learn tax research techniques to provide support for tax planning services

· Assist in preparation of Forms 1099 and W-2 for clients

· Assist with tax research and consulting projects

· Perform other duties as necessary

About You

· Minimum 2+ years’ experience in tax preparation

· Knowledge of federal and state tax laws and regulations

· Strong knowledge of Excel and Word

· Experience with Lacerte, Quick Books, and CaseWare preferred

· Availability to work overtime and weekends during peak tax filing periods

· Strong reconciliation and analysis skills

· Strong sense of urgency, adaptability, flexibility, and resourcefulness

· Solid organizational skills, follow up, and high attention to details

· Excellent interpersonal, written, and verbal communication skills

· Bachelor’s degree required

· CPA preferred, but not required

About Us

· We are a small, high-end tax boutique working closely with our sister wealth management firm.

· Professionalism, integrity, and excellent customer service are key components of our company environment.

· We are looking for energetic team players with strong work ethics and positive attitudes.

· We hire amazing talent who don’t need or want to be micromanaged, allowing more time to make a difference and offer financial empowerment to our clients, regardless of title

· We are located in a newly remodeled building centrally located at Preston and Belt Line with covered parking, complimentary fitness center, full-service deli, Wi-Fi-lounge, concierge service, and more

Benefits

Additional Position Details:

Full-time position and competitive salary

Benefits:

401(k)

401(k) matching

Dental/Vision insurance

Disability insurance

Health insurance

Life insurance

Paid time off

Professional Development Assistance

Great Work-Life Balance

Company Social Events

Job Type: Full-time

Pay: From $62,000.00 per year

Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:
• 2 years

Schedule:
• Monday to Friday

Ability to commute/relocate:
• Dallas, TX 75254: Reliably commute or planning to relocate before starting work (Required)

Education:
• Bachelor's (Required)

Experience:
• Tax experience: 1 year (Required)
• Accounting: 1 year (Required)

Language:
• English (Required)

License/Certification:
• CPA (Preferred)

Work Location: One location