Summary

The Tax and Business 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 and compile complex financial statements
• Perform routine accounting functions in NetSuite (reconciliations, journal entries, etc)
• Perform full charge bookkeeping functions to include bank, credit card, and other account reconciliations, accounts payable and accounts receivable functions, payroll processing, etc
• Post entries to general ledger
• 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 and administration of the department
• 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, accounting theory, etc)
• Technical Skills - Thorough understanding of business 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

• 3+ years of Accounting related work experience
• 2+ years NetSuite and QuickBooks experience
• Associates degree or higher
• Knowledge of accounting 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

• Bachelor’s in Accounting or related degree
• CPA or CPA eligible

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. 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. 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.

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.

Summary:

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.

Managers will provide services to a diverse group of assurance clients. They are responsible for the execution of the risk-based audit approach and leading audit teams during fieldwork. Managers also have the opportunity to provide a variety of non-traditional assurance services to our clients.

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.

• Researches and analyzes financial statement and audit related issues or assurance topics as requested by senior managers / partners
• Effectively manages multiple clients and engagements within a diverse group of industries.
• Responsible for overseeing and coordinating the overall engagement, including developing a risk based audit plan, and managing both the timeline and client expectations.
• Ensures that working papers and client deliverables are prepared in accordance with professional and firm standards and JTaylor internal policy and procedures. Performs final technical review and communicates all pertinent issues to partner.
• Develops and strengthens long-term relationships with clients to support overall success and provide additional value-added services within assurance group or cross divisionally.
• Assists with scheduling, staffing, billing, divisional meetings, CPE, and internal inspection.
• Assists with business development, relationship building, talent development, and recruiting opportunities.
• 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.
• 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:

Supervision and management of staff and projects.

Required Qualifications:

• 5+ years of public accounting external audit or related experience.
• Bachelor of Business Administration with an emphasis in accounting or a related field.
• Certified Public Accountant
• Knowledgeable with FASB, AICPA, GAAP, GAAS, and the Yellow Book Standards.
• Strong leadership and mentoring skills.
• Current and valid driver’s license
• 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.
• 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 located in our Ft Worth office. 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.

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. 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.

Internship will be from January , 2025 to April 18, 2025 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

Internship is in Ft Worth, TX and will last from May 27, 2025 to August 1, 2025

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)

Preferred Qualifications

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.

Summary

The Assurance 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

• Utilize firm determined processes and procedures to ensure all the time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented
• Occasional client interaction and responsibility
• Providing high-level executive support to assigned division and leadership team
• Managing day to day business activities of the assigned division and its leadership team (Managers through Partners)
• Maintaining file management and organization
• Preparing Word, Excel, PowerPoint presentation materials, meeting agendas, business reporting, engagement proposals, etc.
• Managing Partners’ schedules and calendars to ensure appropriate prioritization of obligations
• Screening assigned division’s and leadership team’s correspondence/communications
• Prioritizing and handling internal and external correspondence for the assigned division and leadership team
• Responsible for handling event coordination and logistics - virtual and in-person – and resolving any issues with events
• Perform ad hoc requests/tasks on a daily basis
• Apply and share knowledge obtained on work processes, resources, structure and business of the firm/service line/functional group
• While following firm branding and engagement polices, manage administrative aspects of client engagements
• Manage sensitive matters with a high level of confidentiality and discretion, especially decisions directly impacting the operations of the company
• Ability to exercise independent judgment and operate with minimal oversight
• Participate in firm and departmental initiatives
• Firm wide administrative backup support as needed
• 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 and seeks to increase knowledge (due date tracking, e-signatures, etc)
• Technical Skills - Thorough understanding of MS Office 365 and business from an administrative position to assist Partners, Principals, and Senior Managers with client service management
• Communication Skills - Communicates clearly with clients and JTaylor personnel
• Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer, seeks alternatives
• 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 Degree preferred
• GPA of 3.0 or higher
• Experience in professional services or similar environment
• Ability to establish priorities and perform work in a timely manner
• Effective oral and written communication skills
• Proficient in Microsoft Office products (Excel, Word, 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 occasionally required to reach with hands and arms. The employee is frequently 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. Overtime and weekend hours will be required during peak busy seasons.

Travel

Local 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.

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.

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.

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.

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.

Internship Dates: January 6, 2025 to April 18, 2025

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.

Internship Dates: May 27, 2025 to August 1, 2025 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.