Tax Preparer

ABOUT GUNDERSONS CFO & BOOKKEEPING Gundersons CFO & Bookkeeping is a Texas-based accounting and bookkeeping firm serving small businesses and individual clients. We operate with documented processes, high standards, and an uncompromising commitment to accuracy. We are building a team that takes ownership of their work and thrives in a structured, professional environment where quality is the standard, not the goal. THE OPPORTUNITY We are hiring a tax preparer who can manage volume, adapt to shifting priorities, and communicate clearly with clients when things get complicated. This is a full-time, in-person role at our Hempstead, TX office, handling individual (1040) and small business returns. You will work directly with walk-in clients as well as an established client base. Tax season runs hard here. You will need to be organized, self-directed, and comfortable managing a portfolio of returns while keeping quality high. If you thrive when there is meaningful work in front of you and you know how to prioritize without being told, this role is for you. WHAT YOU'LL DO Prepare individual (Form 1040) and small business tax returns (Schedule C, Form 1065, Form 1120-S) Review client documents for completeness and accuracy prior to preparation Identify tax planning opportunities and flag issues for reviewer Greet and assist walk-in clients, gather intake documents, and set expectations on turnaround time Communicate with clients regarding missing documents, return status, and IRS correspondence Manage extensions, deadlines, and a portfolio of active client files Support resolution of IRS notices and correspondence Follow firm quality control checklists and review protocols Collaborate with bookkeeping staff on year-end workpapers and supporting schedules TECHNICAL REQUIREMENTS 2+ years of tax preparation experience covering individual and small business returns Working knowledge of Form 1040 (all schedules), Schedule C, Form 1065, and Form 1120-S Active, current PTIN (required before start date) Proficiency with tax preparation software (Drake Tax, ProSeries, UltraTax, or similar) Understanding of IRS e-filing procedures and extension workflow Ability to manage multiple returns simultaneously during peak season Working knowledge of depreciation, fixed asset schedules, and estimated tax calculations QuickBooks Online experience a plus WHO YOU ARE We use the Predictive Index (PI) behavioral assessment as part of our hiring process. Our ideal tax preparer shifts smoothly when priorities change, because they do, especially in season. You are precise without being rigid, self-directed without going dark, and confident enough to make judgment calls while knowing when to escalate. You build rapport with clients quickly, translate complicated tax situations into plain language, and do not fall apart under deadline pressure. You take ownership of your client files from intake to filing and function well within a team structure without needing constant direction. PREFERRED QUALIFICATIONS Enrolled Agent (EA) designation strongly preferred CPA or active CPA candidate a plus Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience) Experience handling IRS correspondence, CP notices, and audit support Background working in a multi-preparer firm environment WHAT WE OFFER Full-time, in-person position at our Hempstead, TX office Monday through Friday schedule (May need to work Saturdays during tax season, Friday's we take off after tax season). Professional work environment with clear systems and accountability structures Stable, supportive team culture where your work is valued Opportunity to grow with a firm committed to operational excellence HOW TO APPLY Submit your resume along with a brief cover note (3 to 5 sentences) describing the most complex return you have prepared. Tell us what made it complex and how you handled it. Active PTIN is required before the start date. Applications submitted without a cover note will not be reviewed. Company DescriptionGundersons CFO & Bookkeeping is a bookkeeping, tax, and advisory firm based in Waller, Texas, serving small business owners and families across Texas. Our Mission Our passion is to help small businesses thrive by implementing proven strategies that produce long-term successful results. We provide: Accurate bookkeeping Tax compliance and preparation Advisory and CFO-level support We are guided by our core values, represented by PACTS: Passion - We love helping clients succeed Accountability - We take ownership and do the right thing Compassion - We respect our team, clients, and community Trust - We build long-term relationships through consistency and excellence Service - We work hard and believe enjoying the work matters We are intentionally building a strong, values-aligned team and invest time in hiring the right people for the right roles so both our clients and our team can thrive long term.Company DescriptionGundersons CFO & Bookkeeping is a bookkeeping, tax, and advisory firm based in Waller, Texas, serving small business owners and families across Texas.\r\n\r\nOur Mission\r\nOur passion is to help small businesses thrive by implementing proven strategies that produce long-term successful results.\r\n\r\nWe provide:\r\n\r\nAccurate bookkeeping\r\n\r\nTax compliance and preparation\r\n\r\nAdvisory and CFO-level support\r\n\r\nWe are guided by our core values, represented by PACTS:\r\n\r\nPassion - We love helping clients succeed\r\n\r\nAccountability - We take ownership and do the right thing\r\n\r\nCompassion - We respect our team, clients, and community\r\n\r\nTrust - We build long-term relationships through consistency and excellence\r\n\r\nService - We work hard and believe enjoying the work matters\r\n\r\nWe are intentionally building a strong, values-aligned team and invest time in hiring the right people for the right roles so both our clients and our team can thrive long term.