Tax Senior II

Overview

This role is for a Tax Senior II who delivers high-level client service, performs engagements with confidence, and thrives in a collaborative team environment. The organization supports flexibility and expects team members to manage their own schedules with minimal micromanagement. Remote and hybrid options are available.

Responsibilities

• Serve privately held businesses and their owners with tax-focused guidance and client support
• Prepare complex tax returns
• Review smaller tax returns
• Manage multiple engagements at a time
• Provide client-facing service by communicating clearly and building strong relationships
• Work within a team environment that supports initiative, integrity, and professional growth

Requirements

• 3–5 years of tax experience in public accounting
• Experience at a mid-size firm (40+ FTE)
• Comfortable handling multiple engagements simultaneously
• Ability to prepare complex returns and review smaller returns
• EA credential or CPA preferred
• Strong client-first mindset and clear, relationship-building communication skills

Preferred Qualifications

• Gift tax experience
• Non-profit experience

Compensation & Benefits

Not specified in the provided job description.

Location

Remote / hybrid options are available. Candidates do not need to be based in the Houston, TX area to apply, but local candidates are encouraged.