Tax Office Manager / Preparer

Job Description

Job Description

Our busy downtown Dallas law and CPA firm is seeking a highly organized, detail-oriented, and experienced Tax Preparer to join our growing team full-time. This position is ideal for a professional with strong experience in Drake Tax Software and Tax Office Management , who is comfortable working in a fast-paced environment and handling a wide range of tax preparation and office management responsibilities.

The ideal candidate is dependable, proactive, professional, and capable of managing multiple client matters efficiently while maintaining a high standard of accuracy and confidentiality.

Key Responsibilities

• Prepare and review individual and business tax returns accurately and timely
• Work on federal and state tax filings for individuals, partnerships, corporations, and S corporations
• Use Drake Tax Software to input, process, and finalize tax returns
• Assist with tax planning support and year-round client tax matters
• Communicate with clients to request documents, clarify tax information, and follow up on missing items
• Help ensure compliance with tax deadlines and filing requirements
• Organize electronic and physical client files in a secure and orderly manner
• Support attorneys and other staff with financial, tax, and client service matters as needed
• Assist with bookkeeping, payroll, and general accounting functions when necessary

Qualifications

• Prior experience as a Tax Preparer required
• Strong working knowledge of Drake Tax Software required
• Strong experience with QuickBooks required
• Experience preparing 1040, 1065, 1120, and 1120-S returns preferred
• Familiarity with payroll tax filings, bookkeeping, and financial statements is a plus
• Strong attention to detail and accuracy
• Ability to manage multiple deadlines in a busy professional office
• Strong written and verbal communication skills
• Professional demeanor and ability to maintain client confidentiality
• Associate’s or Bachelor’s degree in Accounting, Finance, Tax, or related field preferred
• CPA, EA, or other tax credentials are a plus, but not required

Preferred Skills

• Experience working in a law firm, CPA firm, or tax advisory office
• Ability to work independently with minimal supervision
• Strong problem-solving and organizational skills
• Comfortable interacting with high-level clients and handling sensitive financial information
• Proficiency in Microsoft Office, Adobe PDF tools, and document management systems

What We Offer

• Full-time, stable position in a professional downtown Dallas office
• Competitive compensation based on experience
• Opportunity to work in a dynamic legal and tax environment
• Growth opportunities within a fast-paced and expanding practice
• Collaborative and professional workplace
• Subsidized parking downtown Dallas

How to Apply
Please submit your resume and a brief cover letter outlining your experience with Drake Tax Software , Tax   Office Management and tax return preparation.

\nCompany Description

At FA Advisory Group we specialize in Consulting, Accounting, Law, and Taxation. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Company Description

At FA Advisory Group we specialize in Consulting, Accounting, Law, and Taxation. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.