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Project Manager CPA Firm Houston TX
Project Manager CPA Firm Houston TXSnelling • Sugar Land, TX, United States
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Project Manager CPA Firm Houston TX

Project Manager CPA Firm Houston TX

Snelling • Sugar Land, TX, United States
30+ days ago
Job type
  • Full-time
Job description
Project Manager Cpa Firm Houston Tx

Step into a key role inside an established CPA firm where organization and execution directly impact client satisfaction. Work closely with partners and tax professionals to keep complex returns moving and deadlines on track. Be the operational backbone during tax season while maintaining accuracy, confidentiality, and efficiency.

Great team!

Starting immediately!

Competitive salary!

Project Manager Cpa Firm Houston Tx Job Duties:

  • Assign individual and business tax return projects to preparers based on expertise, workload, and complexity while ensuring balanced distribution of work across the team.
  • Monitor all federal and state filing deadlines to ensure timely completion and alignment with client expectations.
  • Oversee the electronic filing of tax returns, resolve transmission rejections when possible, and maintain accurate records of confirmations and acknowledgements.
  • Stay current with IRS e-file systems, state-specific portals, and required compliance authorizations to ensure accurate submissions.
  • Collaborate directly with CPA partners, tax managers, and preparers to proactively address bottlenecks and workflow gaps.
  • Identify and implement process improvements to strengthen tracking systems, increase efficiency, and reduce filing errors.
  • Set up new client accounts within Practice CS and ensure accurate integration into billing and filing systems.
  • Maintain up-to-date client records including contacts, project status, assigned staff, and engagement details.
  • Draft and distribute firm-wide client communications regarding IRS updates, filing deadlines, and compliance changes.
  • Provide administrative and operational support to partners on special projects and evolving firm initiatives.

Project Manager Cpa Firm Houston Tx Requirements:

  • Strong organizational skills with the ability to manage multiple tax engagements simultaneously in a CPA firm environment.
  • Customer service oriented with the ability to maintain positive client relationships and respond promptly to inquiries.
  • High level of discretion and confidentiality when handling sensitive financial records and tax documentation.
  • Proactive and self-motivated with the ability to anticipate workflow challenges, particularly during peak tax season.
  • Ability to multitask effectively under pressure while maintaining accuracy and professionalism.
  • Working knowledge of federal and state tax forms including 1040, 1120, and 1065 along with their respective filing deadlines.
  • Experience managing electronic filing systems and resolving common submission errors. Proficiency in Microsoft Office Suite including Outlook, Word, Excel, Teams, and OneNote.
  • Experience with Practice CS, Adobe Pro, ImagineTime, ShareFile, and Revver is strongly preferred.

Location: Houston, TX Pay: $55k-$65k yearly Shift: Monday Friday 8 am 5 pm (in person)

Snelling is a contingency recruiting firm, placing candidates in temporary, temp-to-hire, and direct-hire positions for over 75 years. All inquiries are strictly confidential, and our clients pay all search fees. Contact us today with confidence!

Awards and recognition best professional search firms Forbes 2022 best temporary staffing firms Forbes 2022 best of staffing client satisfaction diamond award (2013-2022)

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Project Manager CPA Firm Houston TX • Sugar Land, TX, United States

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