Specialist for Tax Preparation & Consulting

About the role

With oversight and direction of the Managers or Partners, this position is responsible for the review and job management functions of tax engagements, including compliance, planning, and research. You will maintain total confidentiality and discretion, establish strong relationships with clients, executives, and other key stakeholders, and assume full responsibility for directing engagements and special assignments while supporting Managers and Partners. The role requires the ability to communicate complex tax rules patiently and positively, a self-driven work ethic, and a proven track record in meeting deadlines while working collaboratively.

Responsibilities

• Prepare all tax compliance, assist with audits, and respond to tax letters.
• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
• Effectively leverage available technology and other resources on projects to maximize technical application and hold the engagement team to the same standard.
• Determine appropriate tax objectives, scope, and methodology and actively participate in decision-making with clients to understand the broader impact of current decisions and possible solutions.
• Manage client engagement and technical knowledge in individual taxation, including trust, partnership, corporate, federal, state, local, and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
• Develop and execute a business development plan, including networking, new client development, and client expansion activities.
• Prepare and review complex tax returns; assume overall project management responsibility.
• Research complex tax matters, identify tax problems, and develop solutions.
• Represent clients regarding tax notices and tax audits.
• Monitor developments in tax legislation.
• Prepare internal memoranda, written correspondence/guidance, private letter rulings, and other documents for submission to the IRS or Treasury Department.
• Develop expertise in a specialty area and train and develop staff within that specialty.
• Perform other duties as assigned.

Requirements

• Excellent interpersonal, oral, and written communication skills.
• Detail-oriented with strong accounting and analytical skills.
• Proficient in tax software, MS Office, or similar software, with the ability to learn new or updated software.
• Strong supervisory, training, and mentoring skills.
• Demonstrated time management and organizational skills to meet client and tax compliance deadlines.
• Self-directed and self-motivated work ethic, contributing to the client service team by producing quality work with quick turnaround and attentive service.
• Entrepreneurial approach to client service while building positive working relationships with clientele.

Qualifications

• Bachelor’s degree in accounting or related field, required.
• 5–7 years of public accounting tax experience, preferred.
• Experience preparing individual and business tax returns.
• Specialty designation or certification (EA, CFE, ERPA, ABV, QB Specialist), preferred.

Work Environment

This job is conducted in an office work environment, primarily sitting and working on a computer. Must be able to exert up to 20 lbs. of force occasionally. Some travel may be required.

Schedule

Typically, Monday through Friday, 8 AM–5 PM. Additional hours are required during peak season.