Tax Specialist

About the role

Scroggins is seeking an experienced tax professional with a strong background in public accounting and hands-on preparation of complex individual and business tax returns. The tax accountant prepares tax returns for third party clients in a proficient and professional manner. Also performs quality reviews of financial statements prepared by the accounting department. Client service is key for this role. This is a hybrid position. Following initial onboarding and training in our Cincinnati office, you can work remotely 1–2 days per week and in the office 3–4 days per week.

Responsibilities

• Prepare tax returns of all types—corporation (1120, 1120S), individual, partnership, trust, estate, and gift.
• Prepare workpapers related to tax return preparation.
• Review of corporate, individual, trust and estate taxes.
• Conduct research into tax issues.
• Conduct tax planning with clients.
• Interpret tax code changes.
• Understand and manage tax situations related to self-employment income.
• Build and manage client-facing relationships.
• Explain complex tax issues to clients in an understandable way.
• Review of complex financial statements.
• Conduct strategic tax planning.
• Provide guidance to clients on financial issues with tax implications.
• Mentorship of tax preparers and tax specialists.
• Assist Medical Practice Management Consultants with preparation of productivity calculations.
• Assist Medical Practice Management Consultants with tasks tied to year-end corporate planning (i.e., closings).

Requirements

• Four-year degree in accounting or a related field
• CPA or equivalent experience
• High attention to detail
• Possess strong analytical skills
• Computer proficiency
• High proficiency in common tax software
• Advanced understanding of IRS filing procedures
• Advanced understanding of tax regulations
• Must maintain confidentiality of all client financial information
• Must be able to read financial statements and communicate with clients
• Physical demands consistent with normal office responsibilities, with long periods of sitting; occasional minor lifting of 10–20 lbs.
• Applicants must be authorized to work in the United States and reside within commuting distance of the Cincinnati office.

Benefits

• A stable, well-established firm with long-term client relationships.
• A collaborative leadership team that values your ideas.
• Meaningful leadership responsibilities with the opportunity to influence the future of the department.
• Hybrid work flexibility.
• A culture focused on professionalism, teamwork, and delivering exceptional client service.