Tax Associate - GMS Surgent

Hightower•Dallas, TX

5d•Onsite

About The Position

At GMS Surgent, we are dedicated to furthering education at all levels. In a business focused on numbers, we know that it is our people that add up to the true value of GMS Surgent. We focus on client advocacy to be the most economically efficient partner we can be. We strive to be available to our clients. We encourage our clients to talk with us during the entire year — not just at the end, or during tax season. Our professionals are known for taking aggressive reporting positions — as long as they're within the law. We continue the legacy of our founders: to be forward-looking, honest, proactive tax planners who add value to every client relationship. We are made up of approximately 35 employees who are dedicated to providing quality wealth management and tax services to our high-net-worth clientele. Professionalism, integrity, and excellent customer service are important components of our environment. We are looking for a Tax Associate to join our team of tax professionals in North Dallas, TX. You will provide white glove support to businesses and high net-worth individuals. Strong communication skills and reliability are paramount for this position. We hire talent who don't need or want to be micromanaged, allowing more time to make a difference and offer financial empowerment to our clients. You will report to the Director of Tax Services.

Requirements

2+ years of experience in tax preparation
Knowledge of federal and state tax laws and regulations
Strong knowledge of Excel and Word
Availability to work overtime and weekends during peak tax filing periods
Strong reconciliation and analysis skills
Adaptability, flexibility, and resourcefulness
Solid organizational skills, follow up, and high attention to details
Excellent interpersonal, written, and verbal communication skills
Bachelor's degree required
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Nice To Haves

Experience with Lacerte, Quick Books, and CaseWare preferred
CPA preferred, but not required

Responsibilities

Prepare and review federal and state income tax returns for multiple entity types (1040, 1120S, 1065, 1041, etc.)
General accounting for client businesses for use in income tax preparation including preparation of trial balances and related adjusting journal entries
Stay current on latest tax law changes
Learn tax research techniques to provide support for tax planning services
Assist in preparation of Forms 1099 and W-2 for clients
Help with tax research and consulting projects

Benefits

Full Complement of benefits including health, dental, vision, life, and disability insurance
401k with matching
Competitive compensation and performance-based incentives
Comprehensive training and professional development
Access to cutting-edge financial technology and resources
Opportunities for career advancement
A collaborative team culture
The chance to make a meaningful impact in clients' lives
Paid time off

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