What are the responsibilities and job description for the Tax Specialist position at Eftex Tax Solutions?
Company Description
Eftex Tax Solutions provides personalized tax, accounting, and advisory services to small and medium-sized businesses in Houston and its surrounding areas, including Katy, Fulshear, Richmond, and Sugar Land. Our team focuses on minimizing tax liability, improving cash flow, and ensuring compliance with current regulations. We are committed to helping businesses grow through strategic financial insights and responsive client support, empowering clients to achieve long-term success with expert guidance.
Role Description
This is a part-time, on-site role located in Katy, TX, for a Tax Specialist. The Tax Specialist will manage tax preparation for individuals and businesses, review financial records, ensure compliance with tax regulations, and communicate with clients about financial strategies. Additional responsibilities include staying updated on tax laws and providing accurate advice to clients. The role requires close interaction with clients to deliver value-added tax and advisory services.
Qualifications
- Proficiency in tax preparation, tax advisory services, and knowledge of tax regulations
- Skills in financial analysis, compliance review, and understanding complex financial documents
- Strong organizational skills, attention to detail, and ability to meet deadlines
- Excellent communication and client interaction skills
- Proficiency with tax software and accounting tools; proficiency in relevant software, such as Drake and QuickBooks, is a plus
- Bachelor's degree in accounting, Finance, or a related field; CPA or EA certification is highly preferred
- Previous experience in tax planning, compliance, or related fields is a strong advantage