Tax Specialist

Job Roles and Responsibilities

• Prepare individual, business, and other tax returns accurately and efficiently.
• Support tax planning and advisory projects under senior leadership guidance.
• Conduct tax research and stay updated on federal and state tax regulations.
• Participate in audit engagements including planning, fieldwork, testing, documentation, and financial reporting.
• Review client documentation to ensure accuracy, completeness, and compliance.
• Manage tax and audit engagements for various clients including businesses, nonprofit organizations, municipalities, and specialized entities.
• Utilize tax preparation, audit, workflow, and document management software to complete assignments.
• Collaborate with accounting professionals to deliver quality client service.
• Maintain confidentiality of client financial information.
• Manage multiple projects and deadlines during peak tax seasons.
• Assist with financial reporting and accounting-related tasks as needed.

Qualifications and Certifications

• 5+ years of experience in tax preparation and/or audit preferred.
• Experience preparing individual and business tax returns.
• Bachelor's degree in Accounting, Finance, or related field preferred.
• CPA license or progress toward CPA certification preferred but not required.
• Experience with tax preparation and audit software platforms.
• Proficiency with Microsoft Office Suite.
• Strong knowledge of federal and state tax regulations.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines while maintaining accuracy.
• Strong attention to detail and commitment to professional ethics.

Pay

Competitive compensation based on experience.

Benefits

• Health and wellness benefits.
• Retirement benefits.
• Paid time off.
• Professional development and continuing education opportunities.
• Exposure to diverse tax and audit engagements.
• Collaborative professional work environment.