Open Positions

Administrative Support

Summary:

JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Be responsible for purchasing, maintaining inventory, and stocking all breakrooms
  • Run firm errands bi-weekly or as needed using personal vehicle (reimbursable mileage)
  • Receiving visitors at the front desk by greeting, welcoming, directing, and announcing them appropriately as backup receptionist
  • Answering, screening, and forwarding incoming phone calls
  • Ensure reception area and conference rooms are tidy and presentable
  • Coordinate firm activities for staff involvement
  • Serve as point of contact for firm outreach activities
  • Serve as mentor/trainer for on-site High School Work Study Program
  • Work with Microsoft Office on firm projects (Excel, Word, Publisher, PowerPoint)
  • Provide basic and accurate information in-person and via phone/email
  • Update calendars and schedule meetings as needed
  • Perform other clerical duties as needed
  • Participate in firm and departmental initiatives
  • Regular and timely attendance

Required Competencies:

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
  • Technical Skills - Thorough understanding of billing in the accounting industry
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

  • High school diploma or equivalent
  • Comfortable learning and working within new computer software to increase knowledge base over time
  • Current and valid driver’s license
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, Outlook)
  • Ability to work in a team-oriented environment

Preferred Qualifications:

  • Two- or four-year Business-related degree
  • Knowledge of QuickBooks and Practice Management
  • Experience in professional services or similar environment

Work Environment:

  • This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
  • Additional hours as needed to meet deadlines.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Overtime and weekend hours will be required during peak busy seasons.

Travel:

  • Travel may be required on occasion. Same-day travel for work, meetings, and seminars which requires use of a personal vehicle.

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Assurance Associate

Summary:

The Associate is expected to acquire and develop competence, skills, and judgment in accounting principles and auditing procedures.

JTaylor is a unique CPA firm with a growing Assurance division that offers diverse opportunities for professional development. Teamwork, mutual respect, and empowerment are paramount in pursuit of providing quality products and services for our clients. The Assurance division provides quality services through utilizing each members’ strengths to meet the needs of our clients. Crucial competencies of Assurance team members are communication, critical thinking, and taking initiative.

Essential Functions:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Become familiar with pronouncements of the Financial Accounting Standards Boards and AICPA.
  • Become proficient at auditing financial statements for clients.
  • Obtain exposure on the types of financial statement engagements offered by JTaylor.
  • Assume responsibility for various segments of audits under supervision.
  • Be familiar with current accounting principles and auditing techniques.
  • Execute day to day activities of audit engagements for multiple clients.
  • Communicate auditing matters and problems to Senior Associates, Managers, and Partners.
  • Acquire a working knowledge of the client’s business.
  • Become oriented with JTaylor’s practices, policies, and culture.
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Manage non-billable time through self-study and self-development.
  • Communicate effectively, both verbal and written, with all levels of JTaylor.
  • Communicate effectively with clients, when directed by a Partner or Manager.
  • Regular and timely attendance

Required Competencies:

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers, ability to delegate yet maintain accountability
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, regulatory standards, etc)
  • Technical Skills - Competency in necessary software, thorough understanding of audits, reviews, agreed upon procedures and financial statement concepts
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

  • Bachelor of Business Administration with an emphasis in accounting or a related field.
  • GPA of 3.0 or higher
  • 0 – 2 years of work experience
  • Written plan of completion of CPA if candidate is not already eligible
  • Proficient in Microsoft Office products (Word, Excel, Outlook)
  • Current and valid driver’s license

Preferred Qualifications:

  • CPA or CPA eligible
  • Advanced level audit and accounting courses

Work Environment:

  • This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
  • Additional hours as needed to meet client expectations and deadlines.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Additional hours and weekend hours may be required during peak busy seasons.

Travel:

  • Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Assurance Senior Associate

Summary:

Senior associates are working toward full engagement responsibility. This involves proactively performing the more difficult components of the audit and supervising the workflow of any associates on the engagement.

JTaylor is a unique CPA firm with a growing Assurance division that offers diverse opportunities for professional development. Teamwork, mutual respect, and empowerment are paramount in pursuit of providing quality products and services for our clients. The Assurance division provides quality services through utilizing each members’ strengths to meet the needs of our clients. Crucial competencies of Assurance team members are communication, critical thinking, and taking initiative.

Essential Functions:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, internal control assessment, and completion for multiple clients within a diverse group of industries.
  • Proactively interacts with client’s management to obtain information, resolve potential problems, and make recommendations.
  • Assists with training of staff members, offers guidance and direction, and gives constructive criticism of working papers to ensure compliance with applicable standards and regulations and our internal quality control documents and manuals.
  • Successfully multi-tasks while working independently and within a group environment
  • Acquires a working knowledge of the client’s business.
  • Proactively communicates with all members of the engagement team and within division to ensure engagements are running efficiently and effectively.
  • Researches and analyzes financial statement and audit-related issues or assurance topics as requested by managers / partners.
  • Works to analyze complex issues or to understand new concepts or types of engagements performed within the assurance division.
  • Works in a demanding, deadline-driven environment with a focus on details and accuracy.
  • Performs audit, review, compilation, or other engagements, start to finish, to meet overall client needs.
  • Transfers critical thinking, research, and audit skills to a variety of unique engagements offered by JTaylor.
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Becomes oriented with JTaylor’s practices, policies, and culture.
  • Regular and timely attendance

Required Competencies:

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers, ability to delegate yet maintain accountability
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, regulatory standards, etc)
  • Technical Skills - Competency in necessary software, thorough understanding of audits, reviews, agreed upon procedures and financial statement concepts
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has oversight of assigned projects.

Required Qualifications:

  • 2+ years of public accounting external audit or related experience.
  • Bachelor of Business Administration with an emphasis in accounting or a related field.
  • CPA eligible
  • Knowledgeable with FASB, AICPA, GAAP, GAAS, and the Yellow Book Standards.
  • Current and valid driver’s license
  • Proficient in Microsoft Office products (Word, Excel, Outlook)

Preferred Qualifications:

  • CPA

Work Environment:

  • This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
  • Additional hours as needed to meet client expectations and deadlines.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Additional hours and weekend hours may be required during peak busy seasons.

Travel:

  • Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Assurance Spring Intern - 2023

Internship will be from January 3, 2023 to April 14, 2023 in Ft Worth, TX

Summary

The Intern will gain an in-depth exposure to the auditing profession and learn more about the day to day responsibilities of an auditor. Interns will work closely with experienced audit professionals to learn how to apply concepts of risk assessment and how to design and perform audit procedures.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Become familiar of the processes and procedures of the assurance team.
  • Obtain exposure on the types of financial statement engagements offered by JTaylor.
  • Obtain an understanding of the day to day responsibilities of an auditor.
  • Develop personal and professional development goals.
  • Become oriented with JTaylor’s practices, policies, and culture.
  • Communicate effectively, both verbal and written, with all levels of JTaylor.
  • Manage non-billable time through self-study and self-development.
  • Regular and timely attendance

Supervisory Responsibilities

This position has no supervisory responsibilities.

Required Qualifications

  • Pursuing Bachelor of Business Administration with an emphasis in accounting or a related field.
  • GPA of 3.0 or higher
  • Definitive plans for meeting minimum requirements for CPA eligibility
  • Proficient in Microsoft Office products (Word, Excel, Outlook)

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.


Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.


Position Type

This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Overtime and weekend hours may be required during peak busy seasons.


Travel

Travel may be required on occasion.


Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Assurance Summer Intern - 2023

Internship is in Ft Worth, TX and will last fromMay 30, 2023 to August 4, 2023

Summary
The Intern will gain an in-depth exposure to the auditing profession and learn more about the day to day responsibilities of an auditor. Interns will work closely with experienced audit professionals to learn how to apply concepts of risk assessment and how to design and perform audit procedures.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Become familiar of the processes and procedures of the assurance team.
  • Obtain exposure on the types of financial statement engagements offered by JTaylor.
  • Obtain an understanding of the day to day responsibilities of an auditor.
  • Develop personal and professional development goals.
  • Become oriented with JTaylor’s practices, policies, and culture.
  • Communicate effectively, both verbal and written, with all levels of JTaylor.
  • Manage non-billable time through self-study and self-development.
  • Regular and timely attendance

Required Competencies

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers,ability to delegate yet maintain accountability
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, regulatory standards, etc)
  • Technical Skills -Competency in necessary software, thorough understanding of audits, reviews, agreed upon procedures and financial statement concepts
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities
This position has no supervisory responsibilities.

Required Qualifications

  • Pursuing Bachelor of Business Administration with an emphasis in accounting or a related field.
  • GPA of 3.0 or higher
  • Definitive plans for meeting minimum requirements for CPA eligibility
  • Proficient in Microsoft Office products (Word, Excel, Outlook)

PreferredQualifications

0 – 2 years of work experience

Work Environment
This job operates in an office setting IN FORT WORTH. TX. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type
This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Overtime and weekend hours may be required during peak busy seasons.

Travel
Travel may be required on occasion.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Consulting Analyst

Summary:

JTaylor’s Consulting Services Division provides individuals with many opportunities for professional and personal development. We support our staff as we work together to achieve each individual’s goals and to utilize each team member’s strengths to serve our clients with excellence. We are focused on providing quality work with a level of precision that differentiates us in the marketplace. At JTaylor, our mission is to maximize the possibilities for a greater good.

Essential Functions:

To be a successful Analyst, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Develop financial models in Microsoft Excel and Access, as well as other data analytics tools (e.g., Tableau and Power BI) to support transaction due diligence, internal management decision making, and operational strategy within the healthcare sector, at the direction of engagement management. Advanced analytical tools such as Tableau and Power BI will be taught to the Analyst during the orientation period, as well as advanced Microsoft Excel and Access skills.
  • Organize, analyze, and interpret large sets of data in order to support the development of results and recommendations presented to clients. Assist with organizing, analyzing, and summarizing large sets of data received from clients and healthcare entities to support consultant results and recommendations
  • Engage in a diverse set of projects within in various aspects of the healthcare industry (e.g. valuations, managed care, M&A, physician compensation, etc.)
  • Expected to be intellectually curious regarding a dynamic healthcare industry and participate in internal and external research initiatives to stay current on healthcare industry changes. Support leadership in client presentations.
  • Be able to engage in peer partnerships and mentorship for incoming interns and staff to support effective onboarding.
  • Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Regular and timely attendance

Required Competencies:

  • Execution - Pays careful attention to detail; is mindful of deadlines; clarity of thought is present in work papers; is able to function effectively in a team setting; exhibits the ability to delegate when appropriate, yet maintain accountability
  • Subject Matter Expert - Demonstrates understanding of subject matter; seeks to increase knowledge and expertise in subject matters they are involved with, including, industry, project type, and regulatory guidance
  • Technical Skills - Exhibits competency in necessary software programs; exhibits thorough understanding of financial statement relationships; overall business acumen
  • Communication Skills - Communicates clearly with members of the team and leadership; exhibits strong presentation skills; can effectively communicate and operate in team setting
  • Problem Solving - Demonstrates critical thinking skills; creativity in thought; can address questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships; develops and strengthens internal relationships; operates effectively in a team environment
  • Intuition - Demonstrates an ability to provide quick and ready insight; leverages previous experience and education to answer questions
  • Initiative - Is a self-starter; actively seeks additional work; can function independently as appropriate
  • Self-Awareness - Mindful of own strengths and weaknesses and how to best utilize these in a team environment; avoids overreach

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

  • Bachelor’s Degree, preferred in Accounting, Finance, or BIS/MIS
  • GPA of 3.0 or higher
  • 0 – 2 years of work experience
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, PowerPoint)
  • Current and valid driver’s license

Work Environment:

  • This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel:

  • Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Consulting Associate

Summary:

JTaylor’s Consulting Division provides individuals with many opportunities for professional and personal development. We support our staff as we work together to achieve each individual’s goals and to utilize each team member’s strengths to serve our clients with excellence. We are focused on providing quality work with a level of precision that differentiates us in the marketplace. At JTaylor, our mission is to maximize the possibilities for a greater good.

Essential Functions:

To perform the role of Associate successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work in concert with project managers and partners to develop project approach, outline objectives, outline project analytics, and project deliverables
  • Along with project managers, manage the day-to-day activities of multiple project tasks and project work teams
  • Guide analysts in the development of analytics and client deliverables
  • Develop financial models in Microsoft Excel and Access
  • Organize, analyze, and interpret large sets of data in order to support the development of results and recommendations presented to clients. Assist with organizing, analyzing, and summarizing large sets of data received from clients and healthcare entities to support consultant results and recommendations
  • Conduct internal and external research to support project initiatives
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Active participation in recruiting and internship programing
  • Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
  • Supervised and direct client interaction and responsibility
  • Regular and timely attendance

Required Competencies:

  • Execution - Pays careful attention to detail; is mindful of deadlines; clarity of thought is present in work papers; is able to function effectively in a team setting; exhibits the ability to delegate when appropriate, yet maintain accountability
  • Subject Matter Expert - Demonstrates understanding of subject matter; seeks to increase knowledge and expertise in subject matters they are involved with, including, industry, project type, and regulatory guidance
  • Technical Skills - Exhibits competency in necessary software programs; exhibits thorough understanding of financial statement relationships; overall business acumen
  • Communication Skills - Communicates clearly with client personnel; exhibits strong presentation skills; can effectively communicate and operate in team setting
  • Problem Solving - Demonstrates critical thinking skills; creativity in thought; can address questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships; develops and strengthens internal relationships; operates effectively in a team environment
  • Intuition - Demonstrates an ability to provide quick and ready insight; leverages previous experience and education to answer questions
  • Initiative - Is a self-starter; actively seeks additional work; can function independently as appropriate
  • Self-Awareness - Mindful of own strengths and weaknesses and how to best utilize these in a team environment; avoids overreach

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

  • Bachelor’s Degree, preferred in Accounting, Finance, or BIS/MIS
  • GPA of 3.0 or higher
  • 2 – 5 years of relevant work experience
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, Outlook)
  • Current and valid driver’s license

Preferred Qualifications:

  • CPA or another relevant professional credential (i.e., ASA, CVA and/or ABV)
  • Experience in professional services or valuation services

Work Environment:

  • This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel:

  • Travel required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Consulting Summer Intern - 2023

POSITION IS FULL TIME IN OUR FORT WORTH OFFICE

May 30, 2023 - August 4, 2023

Summary

JTaylor’s Consulting Services Division provides individuals with many opportunities for professional and personal development. We support our staff as we work together to achieve each individual’s goals and to utilize each team member’s strengths to serve our clients with excellence. We are focused on providing quality work with a level of precision that differentiates us in the marketplace. At JTaylor, our mission is to maximize the possibilities for a greater good.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Develop financial models in Microsoft Excel and Access
  • Organize, analyze, and interpret large sets of data
  • Conduct internal and external research to support project initiatives
  • Participate in firm and departmental initiatives
  • Supervised client interaction and responsibility
  • Regular and timely attendance
  • Execution- Pays careful attention to detail; is mindful of deadlines; clarity of thought is present in work papers; is able to function effectively in a team setting; exhibits the ability to delegate when appropriate, yet maintain accountability
  • SubjectMatterExpert- Demonstrates understanding of subject matter; seeks to increase knowledge and expertise in subject matters they are involved with, including, industry, project type, and regulatory guidance
  • TechnicalSkills- Exhibits competency in necessary software programs; exhibits thorough understanding of financial statement relationships; overall business acumen
  • CommunicationSkills- Communicates clearly with client personnel; exhibits strong presentation skills; can effectively communicate and operate in team setting
  • ProblemSolving- Demonstrates critical thinking skills; creativity in thought; can address questions with a concise answer
  • CultivationofRelationships- Seeks to develop and strengthen client relationships; develops and strengthens internal relationships; operates effectively in a team environment
  • Intuition- Demonstrates an ability to provide quick and ready insight; leverages previous experience and education to answer questions
  • Initiative- Is a self-starter; actively seeks additional work; can function independently as appropriate
  • Self-Awareness- Mindful of own strengths and weaknesses and how to best utilize these in a team environment; avoids overreach

Supervisory Responsibilities

This position has no supervisory responsibilities.

Required Qualifications

  • Pursuing a Bachelor’s in Accounting or Finance
  • GPA of 3.0 or higher
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, Outlook)
  • Current and valid driver's license

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

PhysicalRequirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type

This is a full-time position. Additional hours as needed to meet client expectations and deadlines.

Travel

Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Office Manager

Summary

JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Assist with coordinating retreats and meetings for Partner and Stakeholders
  • Responsible for managing, training, and supporting administrative staff
  • Responsible for ensuring front desk coverage
  • Assist with maintaining firm insurance policies and review of options, asset disposals, disaster recovery plan, and fixed assets
  • Firm planning for social, divisional, and developmental events (parties, continuing education, retreats, etc.)
  • Performs customer service functions by answering questions and supporting employee requests
  • Management of facility maintenance with property manager
  • Assist with work study program and coordinating charitable activities/events.
  • Assist with lease reviews for facility, equipment, and services
  • Oversee, schedule, and request maintenance service on all office equipment
  • Assist with office layout planning and office moves
  • Ensure team budget is maintained and communicate possible overages in advance to the Director of Operations and Director of Finance
  • Identify opportunities for process and office management improvements, and design and implement new systems.
  • Prepare reports at the request of the Director of Operations or firm leadership
  • Perform other clerical duties as needed
  • Participate in firm and departmental initiatives
  • Regular and timely attendance

Required Competencies

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase internal processes in the firm.
  • Technical Skills - Thorough understanding of MS Office 365 platform.
  • Communication Skills - Communicates clearly with clients and JTaylor personnel with mutual respect
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer, seeks alternative solutions
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships. Demonstrates ability to seek to understand varied views and ideas of others.
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities

This position supervises 2 – 5 employees.

Required Qualifications

  • Two- or Four-year business-related degree
  • 3-5 years of office administration experience
  • Excellent interpersonal and customer service skills.
  • Current and valid driver’s license and dependable personal transportation
  • Strong verbal and written communication skills
  • Excellent organizational skills with a proven ability to meet deadlines and attention to detail
  • Proficient in Microsoft Office products (Word, Excel, Outlook, Power Point)
  • Ability to work in a team-oriented environment

Preferred Qualifications

  • 2+ years office manager experience
  • Ability to adapt to changing priorities in a fast-paced environment
  • Experience in professional services or similar environment

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type

This is a full-time position in the office. Our standard business hours are 8:00 a.m. to 5:00 p.m. Overtime may be needed during peak times.

Travel

Travel is occasionally required.

Same-day local travel for work, meetings, and seminars which requires use of a personal vehicle is required. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Tax Associate

Summary:

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions:

To perform the role of an Associate successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepare federal and state tax filings (partnerships, S-Corp, trusts, individuals, etc.)
  • Post entries to general ledger
  • Tax research and memorandums
  • Perform services relating to financial statement compilation
  • Document and ensure proper keeping of financial records and workpapers
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
  • Assist with administrative functions as needed
  • Supervised client interaction and responsibility
  • Regular and timely attendance

Required Competencies:

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
  • Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

  • Bachelor’s in Accounting
  • GPA of 3.0 or higher
  • 0 – 2 years of work experience
  • Written plan of completion of CPA if candidate is not already eligible
  • Knowledge of accounting and tax theory
  • Current and valid driver’s license
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, Outlook)

Preferred Qualifications:

  • CPA or CPA eligible
  • Advanced level tax and accounting courses

Work Environment:

  • This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel:

  • Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Tax Manager

Summary:

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions:

To perform the role of Manager successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepare and review complex federal and state tax returns (partnerships, S-Corp, trusts, individuals, etc.)
  • Responsible for communication with client on an ongoing basis
  • Maintain workflow report of assigned team members on projects
  • Respond and communicate with Internal Revenue Service
  • Leadership in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
  • Tax research and memorandums
  • Perform services relating to financial statement compilation
  • Document and ensure proper keeping of financial records and workpapers
  • Teach and/or participate in continuing education in the firm and in the community
  • Responsible for timely filing of all assigned clients
  • Participate and initiate business development
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Regular and timely attendance

Required Competencies:

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
  • Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

Supervision and management of staff and projects.

Required Qualifications:

  • Bachelor’s in Accounting
  • 3+ years of work experience
  • Certified Public Accountant
  • Extensive knowledge of federal and state tax returns
  • Current and valid driver’s license
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office and tax software (CCH, Document, Engagement)

Preferred Qualifications:

Masters degree in Accounting or Tax

Work Environment:

This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel:

Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Tax Senior Associate

Summary:

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions:

To perform the role of a Senior Associate successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepare federal and state tax filings (partnerships, S-Corp, trusts, individuals, etc.)
  • Post entries to general ledger
  • Tax research and memorandums
  • Perform services relating to financial statement compilation
  • Document and ensure proper keeping of financial records and workpapers
  • Responsible for communication with client on an ongoing basis
  • Accountable for workflow and reports as requested by leadership.
  • Ability to effectively communicate workflow to leadership on an engagement.
  • Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
  • Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
  • Regular and timely attendance

Required Competencies:

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
  • Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has oversight of assigned projects.

Required Qualifications:

  • Bachelor’s in Accounting
  • 2+ years of work experience
  • CPA eligible
  • Knowledge of accounting and tax theory
  • Current and valid driver’s license
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office and tax software (CCH, Document, Engagement)

Preferred Qualifications:

  • CPA

Work Environment:

  • This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

  • This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel:

  • Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Tax Spring Intern - 2023

Internship Dates: January 3, 3023 to April 19, 2023

Summary

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepare federal and state tax filings
  • Posting entries to general ledger
  • Tax research and memorandums
  • Perform services relating to financial statement compilation
  • Document and ensure proper keeping of financial records and workpapers
  • Participate in firm and departmental initiatives
  • Assist with administrative functions as needed
  • Supervised client interaction and responsibility

Required Competencies

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
  • Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities

This position has no supervisory responsibilities.

Required Qualifications

  • Working toward Bachelor’s in Accounting
  • GPA of 3.0 or higher
  • Knowledge of accounting and tax theory
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, Outlook)

PreferredQualifications

  • 0 – 2 years of work experience
  • Advanced level tax and accounting courses

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type

This can be either a full-time or part-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:30 a.m. to 4:00 p.m. Overtime and weekend hours may be required during peak busy seasons.

Travel

Travel may be required on occasion.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Tax Summer Intern - 2023

Internship Dates: May 30, 2023 to August 4, 2023 in Fort Worth

Summary

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepare federal and state tax filings
  • Posting entries to general ledger
  • Tax research and memorandums
  • Perform services relating to financial statement compilation
  • Document and ensure proper keeping of financial records and workpapers
  • Participate in firm and departmental initiatives
  • Assist with administrative functions as needed
  • Supervised client interaction and responsibility

Required Competencies

  • Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
  • Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
  • Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
  • Communication Skills - Communicates clearly with clients and JTaylor personnel
  • Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
  • Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
  • Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
  • Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
  • Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities

This position has no supervisory responsibilities.

Required Qualifications

  • Working toward Bachelor’s in Accounting
  • GPA of 3.0 or higher
  • Knowledge of accounting and tax theory
  • Ability to establish priorities and perform work in a timely manner
  • Effective oral and written communication skills
  • Proficient in Microsoft Office products (Word, Excel, Outlook)

Preferred Qualifications

  • 0 – 2 years of work experience
  • Advanced level tax and accounting courses

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type

This can be either a full-time or part-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:30 a.m. to 4:00 p.m. Overtime and weekend hours may be required during peak busy seasons.

Travel

Travel may be required on occasion.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.