What are the responsibilities and job description for the Tax Associate position at Seidel Schroeder?
Brief Description
Company Profile:
Established in 1967, Seidel Schroeder is a distinguished firm based in Texas with offices in Brenham, College Station, and Katy. With a legacy spanning over 50 years, we've solidified our reputation as trusted financial leaders. Our fundamental philosophy revolves around elevating and serving our clients across audit, advisory, business valuation, and taxation.
Seidel Schroeder sets itself apart by offering the resources, expertise, and breadth associated with large firms, combined with the personalized, attentive approach of a smaller organization. We transcend traditional accounting, focusing on nurturing enduring, value-added relationships.
Job Summary
Seidel Schroeder seeks a dedicated Tax Associate to support senior leaders, ensuring exceptional service and proactive client care.
Duties/Responsibilities
We take pride in providing an attractive package that includes competitive compensation, a comprehensive selection of employee benefits, and avenues for professional growth. Our offerings include:
Company Profile:
Established in 1967, Seidel Schroeder is a distinguished firm based in Texas with offices in Brenham, College Station, and Katy. With a legacy spanning over 50 years, we've solidified our reputation as trusted financial leaders. Our fundamental philosophy revolves around elevating and serving our clients across audit, advisory, business valuation, and taxation.
Seidel Schroeder sets itself apart by offering the resources, expertise, and breadth associated with large firms, combined with the personalized, attentive approach of a smaller organization. We transcend traditional accounting, focusing on nurturing enduring, value-added relationships.
Job Summary
Seidel Schroeder seeks a dedicated Tax Associate to support senior leaders, ensuring exceptional service and proactive client care.
Duties/Responsibilities
- Prepare simple individual and simple business returns including corporations and partnerships.
- Ensure all data needed for filing is collected, while also identifying and effectively communicating missing items needed to prepare return.
- Demonstrate courtesy, professionalism, and a positive attitude when interacting with clients.
- Demonstrate attention to detail and logical thinking when recording tax information.
- Provide clear written and verbal communication in both internal and external correspondence.
- Complete assignments within a timeline and budget.
- Demonstrate initiative to improve knowledge and skills through self-development.
- Team player mentality, prioritizing collective success over individual achievements.
- Ownership mentality, taking responsibility for actions and setting an example for others.
- Efficient time management skills and ability to prioritize tasks, while maintaining good time-keeping skills for records.
- Proficiency in identifying and addressing cybersecurity threats and safeguarding client data.
- Proficient in using firm software and demonstrates good knowledge of tax concepts.
- Problem-solving skills to identify issues and propose solutions.
- Ability to relate firm offerings to current clients and communicate identified opportunities to supervisors.
- Proficiency in identifying and addressing cybersecurity threats and safeguarding client data.
- Maintain strict confidentiality of all client business related information.
- Able to work overtime during certain seasonal periods.
- 1-3 years of tax preparation experience in a public accounting environment.
- Bachelor’s degree in accounting or a degree in another discipline with various course works in taxes and accounting, through intermediate level preferred.
- Experience working in a professional office is preferred but not required.
- Must be legally authorized to work in the United States of America
- Ability to work overtime during certain seasonal periods.
We take pride in providing an attractive package that includes competitive compensation, a comprehensive selection of employee benefits, and avenues for professional growth. Our offerings include:
- Competitive compensation and comprehensive benefits package.
- 401(k) plan with company contribution.
- Insurance coverage (health, life, dental, vision).
- Paid time off and holidays.
- Long & short-term disability coverage.
- Supplemental insurance plans.
- Parental leave support.