Summary:

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions:

To perform the role of a Senior Associate successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Prepare federal and state tax filings (partnerships, S-Corp, trusts, individuals, etc.)
• Post entries to general ledger
• Tax research and memorandums
• Perform services relating to financial statement compilation
• Document and ensure proper keeping of financial records and workpapers
• Responsible for communication with client on an ongoing basis
• Accountable for workflow and reports as requested by leadership.  
• Ability to effectively communicate workflow to leadership on an engagement.
• Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
• Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
• Regular and timely attendance

Work Environment
This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type
This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel
Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications:

• Bachelor’s in Accounting
• 2+ years of work experience
• CPA eligible
• Knowledge of accounting and tax theory
• Current and valid driver’s license
• Ability to establish priorities and perform work in a timely manner
• Effective oral and written communication skills
• Proficient in Microsoft Office and tax software (CCH, Document, Engagement)

Preferred Qualifications:

• CPA

About JTaylor

We are a CPA firm located in southwest Ft Worth. We offer multiple service lines including Tax, Assurance, Business Services and Consulting.

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