Job Description

Company Overview

Empower Wealth & Tax is an independent registered tax and retirement income investment advisory firm specializing in private wealth management.

Since 2005, we have been dedicated to educating and guiding clients toward tax-efficient retirement income solutions.

Our comprehensive approach integrates financial expertise, tax and accounting services, and real-life experience, empowering clients to make confident financial decisions.

Position Overview

We are seeking a detail-oriented and experienced Tax Preparer to join our team in Cedar Park, Texas. This is a seasonal, full-time, in-office role with the potential to transition into a permanent position for the right candidate.

The Tax Preparer will prepare and file individual and business tax returns, ensure compliance with federal and state tax regulations, and deliver exceptional client service.

Key Responsibilities

• Prepare and file federal and state individual and business tax returns accurately and efficiently.
• Review financial records (e.g., income statements, expense documentation) to determine required forms and tax preparation steps.
• Identify potential tax credits and liabilities, ensuring timely and accurate filing.
• Assist clients with tax-related questions and provide guidance on tax regulations and updates.
• Stay current on tax laws and regulations to ensure compliance and accurate client advisement.
• Collaborate with the financial advisory team to deliver comprehensive financial planning services.
• Maintain client confidentiality and uphold ethical standards.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) designation preferred.
• Minimum of 2-3 years of experience in tax preparation (preferably within a financial advisory or wealth management firm).
• Proficiency in tax preparation software and Microsoft Office Suite.
• Strong knowledge of federal and state tax regulations.
• Excellent analytical and problem-solving abilities.
• Strong attention to detail and accuracy.
• Exceptional communication and interpersonal skills.
• Ability to work independently and collaboratively.

Preferred Qualifications

• Experience with tax planning and advisory services.
• Familiarity with retirement income planning and investment management.
• Knowledge of estate planning and philanthropic strategies.

Working Conditions

• Full-time, in-office position during tax season (Cedar Park, Texas).
• Potential for extended hours during peak tax periods.
• Opportunity for transition to a permanent full-time role based on performance and business needs.

Apply Today!

Join Empower Wealth & Tax and Make a Difference in Clients’ Financial Futures!

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