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Karen Freeman is a registered representative registered to transact business with clients in Texas, Louisiana, and New Mexico, is advisory licensed in the following states: Texas, and is also an insurance agent licensed in Texas.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

 

Christi Hickman and Brantley Freeman are registered representatives registered to transact business with clients in TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

*Securities offered through Avantax Wealth ManagementSM, Member: SIPC, Advisory Services offered through Avantax Wealth Management ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
 

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate 

May lose Value


Karen Freeman, CPA, PLLC is not a registered broker/dealer or registered investment advisory firm.

 

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A Tax Accountant recommends tax strategies by researching, interpreting, and implementing tax laws as well as completes the data entry and/or review of personal and business financials and tax data. 

Job Duties - 

  • Individual 1040 Federal Tax Preparation

  • Business 1065, 1120S, 1120C Federal Tax Preparation

  • Estate & Trust 1041 Federal Tax Preparation

  • Non-Profit 990 Federal Tax Preparation

  • State Income Tax Preparation

  • Payroll Tax: Quarterly 941, 940, and TWC Preparation

  • Payroll Form W-2, 1099, 1096, Preparation

  • Franchise Tax Preparation

  • QuickBooks Bookkeeping Data Entry & Review

  • Year End Tax Planning Strategies: 

    • Retirement Plan Contributions: IRA's, SEP's, SIMPLE's, 401(k)'s, etc.

    • Key Man Life Insurance Contributions

    • Bonus Strategies

              etc.​

  • Mandatory Overtime During Tax Season - Saturdays from February 1st - April 15th

Preferred Skills - 

  • QuickBooks Desktop & Online

  • PeachTree

  • Microsoft Office Suite: Excel, Word, Powerpoint, Outlook

  • Tax Software: ProSeries, LaCerte, or Drake (ProSeries is Most Preferred)

  • Adobe Acrobat Reader

  • Understanding of AICPA, FASB, GASB, and PCAOB Guidelines and Literature

  • Professional & Educational Background in Accounting / Taxation

Job Benefits - 

  • Salary Terms Will Be Discussed During Interview

  • Simple IRA Participation - 1 Year Vesting Period

  • One Week Paid Vacation Days - Additional Weeks Vested

  • Holidays - 10 Each Year

  • Flex Scheduling / Straight Line Hourly Wage

  • Performance Bonuses

SEND YOUR RESUME TO 

AMBER@KFREEMANFINANCIAL.COM