Posted: 11/09/17

Job Description:

Well established, profitable regional CPA firm seeks a Bookkeeper for their expanding tax practice in the Galleria area. Our core values are integrity, excellence, teamwork, customer service, community, professional etiquette, and professional development. We offer competitive compensation and excellent opportunity for career growth. Candidates should currently (or very recently) be employed with a U. S. based Big-4, national, or large local CPA firm.

Benefits:

Beyond a solid starting salary, look at these great benefits:

• Employer contribution to Medical health care
• Flexible spending accounts (cafeteria plan)
• Dental, vision care available
• Free CPE training courses
• 401(k) employer match available after 6 months of employment
• Recruiting and New Business bonuses
• Paid parking
• Work out facility on premise
• 15 days of paid time off a year, plus holidays
• Discretionary bonuses paid at least annually

Responsibilities:

• Recording receipts and disbursements
• Cash reconciliations
• Preparing financial statements
• Preparing and processing payroll returns
• Preparing sales tax returns
• Recording monthly brokerage statements
• Bank reconciliations
• A/P
• A/R collections
• Billing using CCH Practice Management

Qualifications:

• QuickBooks ProAdvisor Certification
• Proficient in Microsoft Excel, Word and Adobe Acrobat
• Ability to prioritize and multitask
• Strong organizational skills
• Deadline and detail-oriented
• CPA firm, as bookkeeper for the firm, experience a plus
• Member of the administrative Team

About GLO:

GLO CPAs, LLLP, a dedicated Firm of Houston Certified Public Accountants, has been proudly serving clients from the Houston-area and beyond since 1981.  GLO is a member of the American Institute of Certified Public Accountants and helps clients in Houston and beyond with personal and/or business needs.  We take pride in our clients and do all that we can to ensure top quality.  Through building trust and long-term satisfaction, we strive to create high-value relationships with our customers.

Posted: 03/04/18

GLO CPAs is looking to fill an immediate full-time position for an experienced Tax Manager that is able to complete, supervise and review multiple projects and client assignments. Preparation and review of complex tax returns including Corporate, Partnership, LLC, Individual, Trust, Estate and Gift returns. Prioritize and manage multiple engagements within given timeframes and budget parameters. Maintain appropriate professionalism in client and team interactions.

We’re an energetic company and are looking for a passionate individual to join our organization. Our company culture is to offer a supportive learning environment. We assist our team of professionals to reach their potential by offering cutting edge opportunities that place them ahead of their competition. We foster and promote forward-thinking and are eager to invest our employees.

Benefits:

Beyond a solid starting salary, look at these great benefits:

• Employer contribution to Medical health care
• Flexible spending accounts (cafeteria plan)
• Dental, vision care available
• Free CPE training courses
• 401(k) employer match available after 6 months of employment
• Recruiting and New Business bonuses
• Paid parking
• Work out facility on premise
• 15 days of paid time off a year, plus holidays
• Discretionary bonuses paid at least annually

Tax Manager Responsibilities:

• Minimum five plus years of public accounting experience supervisory experience
• Thorough knowledge of the tax issues facing multinational U.S. companies, especially in the areas of tax compliance and consulting services with the goal of tax minimization.
• Experience reviewing corporate returns, flow through entities, multi-state and individual tax returns along with FAS 109 and FIN 48.
• Solid interpersonal and communication skills
• Ability to multi-task
• Ensure that deliverables and work papers produced by team members are clear, concise, well written, and in conformity with firm standards and professional requirements.
• Participate and meet with clients for interviews and planning meetings.
• Schedule seniors and staff workloads, manage client backlogs.
• Actively participates in leadership roles in professional and community organizations.
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm.
• Participates in development of departmental training, methodology and tools.

Required Education & Experience

B.A./B.S. degree
CPA license required

Preferred Education & Experience
JD a plus

Posted: 03/04/18

GLO CPAs is looking to fill an immediate full-time position for an experienced Tax Staff that possesses knowledge of tax regulations and is able to answer client questions that may arise, under supervision. Prepares Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex. Reviews tax information submitted by client for completeness; meets with, emails or calls clients with questions.

We’re an energetic company and are looking for a passionate individual to join our organization. Our company culture is to offer a supportive learning environment. We assist our team of professionals to reach their potential by offering cutting edge opportunities that place them ahead of their competition. We foster and promote forward-thinking and are eager to invest our employees.

Benefits:

Beyond a solid starting salary, look at these great benefits:

• Employer contribution to Medical health care
• Flexible spending accounts (cafeteria plan)
• Dental, vision care available
• Free CPE training courses
• 401(k) employer match available after 6 months of employment
• Recruiting and New Business bonuses
• Paid parking
• Work out facility on premise
• 15 days of paid time off a year, plus holidays
• Discretionary bonuses paid at least annually

Tax Staff Responsibilities:

• Prepares personal tax returns of various complexities.
• Prepares amended and carry back returns for NOLs that are simple to moderately complex.
• Prepares personal tax projections through use of computer software.
• Prepares compiled financial statements under supervision and performs small business bookkeeping duties, including bank reconciliations, general ledger review and maintenance, preparing adjusting journal entries and preparation of basic financial statements in QuickBooks.
• Responds to tax notices of any sort and does initial drafts of any letters required.
• Performs tax research projects requiring minimal expertise.
• Prepares miscellaneous forms occasionally including property tax refund forms, Form 1099’s, and payroll tax returns.
• Completes S-election and requests for accounting changes, as required.
• Prepares tax accruals as may be required in preparing corporate tax returns.
• Works with confidential client matters; requires ability to keep matters confidential.
• Performs such other duties as may be assigned.

Required Education & Experience

• Bachelor’s degree in Accounting, or bachelor’s degree in another discipline with various course works in taxes and accounting, through intermediate level.
• At least one (1) years of experience preparing individual, corporate, partnership, and S-corp tax returns at a public accounting firm (or equivalent).
• At least one (1) year of experience using computerized tax preparation, tax planning, and tax research software.
• Knowledge of Microsoft Office, Tax Software and QuickBooks are preferred.

Preferred Education & Experience
Master’s Degree in Accounting

Posted: 03/04/18

GLO CPAs is looking to fill an immediate full-time position for an experienced Tax Senior that is able to prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corps, S-corps, Partnerships, Fiduciary and Non-Profit Organizations. You will use your expertise assume full responsibility for less complex business and individual clients.

We’re an energetic company and are looking for a passionate individual to join our organization. Our company culture is to offer a supportive learning environment. We assist our team of professionals to reach their potential by offering cutting edge opportunities that place them ahead of their competition. We foster and promote forward-thinking and are eager to invest our employees.

Benefits:

Beyond a solid starting salary, look at these great benefits:

• Employer contribution to Medical health care
• Flexible spending accounts (cafeteria plan)
• Dental, vision care available
• Free CPE training courses
• 401(k) employer match available after 6 months of employment
• Recruiting and New Business bonuses
• Paid parking
• Work out facility on premise
• 15 days of paid time off a year, plus holidays
• Discretionary bonuses paid at least annually

Tax Senior Responsibilities

• Prepares complex U.S. and state individual income, gift tax, and estate tax returns.
• Prepares Compiled financial statements for Corporations, Partnerships, and Individuals.
• Prepares and reviews the most complex client working trial balance from source documents and bank statement reconciliations.
• Prepares tax planning projections for individual and corporate estimated tax liability.
• Assumes complete responsibility for less complex business and individual clients.
• Performs less complex tax research projects.
• Discuss client matters with IRS and other taxing authorities in response to tax notices.
• Delegates’ projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Gains expertise in all tax software programs, including UltraTax/ Profx Tax/QuickBooks/Profx Engagement.
• Communicates directly with Clients and develops relationships through business and social meetings.
• Through acquired expertise, performs as a resource in designated areas for tax questions and issues from both tax and Audit staff.
• Meets with prospective clients and cultivates prospects through referral sources.
• Assists with tax administration projects assigned by managers and partners.
• Participates in firm committees as a tax member.

Required Education & Experience

• Bachelor’s degree in accounting or other major with tax and accounting (through intermediate) course work completed.
• At least three years of experience preparing all types of tax returns with a public CPA firm or private company.
• Proficient in Microsoft Office software, including Outlook, Excel, and Word.
• Proficient and working understanding in QuickBooks.

Preferred Education & Experience
CPA license highly preferred

Posted: 03/04/18

GLO CPAs is looking to fill an immediate full-time position for an experienced Tax Partner with an entrepreneurial mindset and good leadership skills to join our team. You will use your expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their business or investments. You will also have a role in leading and managing our growth, gaining new business opportunities, supervise staff and work closely with other Partners, clients and team members.

Must be familiar with tax consulting and possess analytical skills to effectively provide solutions that met the clients tax needs.

We’re an energetic company and are looking for a passionate individual to join our organization. Our company culture is to offer a supportive learning environment. We assist our team of professionals to reach their potential by offering cutting edge opportunities that place them ahead of their competition. We foster and promote forward-thinking and are eager to invest our employees.

Benefits:

Beyond a solid starting salary, look at these great benefits:

• Employer contribution to Medical health care
• Flexible spending accounts (cafeteria plan)
• Dental, vision care available
• Free CPE training courses
• 401(k) employer match available after 6 months of employment
• Recruiting and New Business bonuses
• Paid parking
• Work out facility on premise
• 15 days of paid time off a year, plus holidays
• Discretionary bonuses paid at least annually

Tax Partner Responsibilities:

Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers).

Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required. Must be able to support financial growth efforts and manage a book of business. Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners. Strong verbal and written communication skills with the ability to articulate complex tax laws. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
10+ years experience in dealing with high net worth clients required
5+ years of managerial experience required

• Preferred Qualifications
• Experience working for a Big 4 or large national, regional or local accounting firm
• Experience working with Private Foundations
• Exposure to reporting and filings related to foreign assets, investments and holdings
• Ability to establish and maintain strong client relationships
• Proficiency in Microsoft Office applications required
• Experience with tax preparation software required – ProFx, BNA Income Tax Planner, and Go Systems desired. Experience with research tools required – RIA Checkpoint and CCH desired

Required Education & Experience

Bachelor’s degree
CPA License or JD required
12+ years continuous public accounting or family office experience

Preferred Education & Experience
Master’s Degree in Taxation or Law Degree