Tax Preparer

We are seeking a detail-oriented, client-focused Tax Preparer to support our growing Katy office. This role focuses on preparing accurate, compliant individual tax returns while delivering an excellent client experience. You'll use structured interview scripts, professional tax software, and tax law training to uncover credits, deductions, and planning opportunities for our clients. Pay range depending on level/experience What you'll do: Tax Preparation & Client Interviews Prepare individual 1040 tax returns, including: W-2 and 1099 income, Schedule A (Itemized Deductions), Schedule B (Interest & Dividends), Schedule C (Self-Employed), Earned Income Credit (EIC), Child Tax Credit (CTC) and related credits. Prepare light business returns (1120S, 1065) under supervised oversight and review Use company provided software and a structured client interview script to ensure accuracy and completeness Ask clear, consistent questions to uncover eligible credits and deductions Client Education & Value Add Educate clients on current tax law changes and opportunities (per provided training) Clearly explain results, credits, and outcomes in plain language Identify potential tax planning, advisory, and TAT Cares candidates Flag planning opportunities to Lead Tax Preparer Documentation & CRM Management Fully document: Client interviews, Tax positions and assumptions, Notes for future-year planning Maintain clean, complete, and accurate CRM records Ensure handoffs and follow-ups are clearly logged Compliance & Data Security Follow all EFIN security and data privacy requirements Complete required due diligence checklists accurately and on time Maintain confidentiality and compliance with IRS and company standards Who we're looking for: Prior tax preparation experience preferred (1040 required) Familiarity with W-2, 1099, and basic schedules Strong attention to detail and documentation Comfortable using tax software and CRM systems Ability to follow interview scripts and compliance procedures Excellent client communication skills PTIN required (or ability to obtain) What success within this position looks like: Accurate, compliant returns with minimal rework High-quality client interviews that uncover full value Clean documentation for reviews and future planning Consistent identification of advisory and planning opportunities Strong client satisfaction and retention Why join our team: Structured systems, training, and support Exposure to advisory and year-round planning work Opportunity to grow into senior preparer or advisory roles Supportive, professional office environment

Job Type:

Full-time Pay:

$18.00 - $26.00 per hour

Work Location:

In person