Tax Specialist

Job Description

Job Description

BrownWinick Law Firm - Tax Specialist

Position Summary:

The Tax Specialist supports the firm’s tax practice by preparing and processing a wide range of tax filings, maintaining compliance systems, and assisting with client service delivery. This role requires strong attention to detail, the ability to manage multiple deadlines in a fast-paced environment, and a high level of confidentiality. The Tax Specialist works both independently and collaboratively to support tax attorneys, manage workflows, and ensure timely, accurate filings.

Education & Experience:

• Associate degree in accounting, finance, business administration, or a related field (Bachelor’s preferred)
• Minimum of 3-5 years of progressive experience in tax preparation, bookkeeping, or tax administration
• Experience preparing federal and state tax returns (individual, corporate, partnership, fiduciary, and nonprofit) preferred
• Proficiency with tax software (e.g. Thomson Reuters, ProSystem, similar) and QuickBooks
• Strong proficiency in Microsoft Office (especially Excel and Word)
• Experience with e-filing systems and compliance tracking tools preferred

Essential Duties & Responsibilities:

Essential functions are the primary responsibilities of the position and may be performed with or without reasonable accommodation.

• Prepare and process a variety of tax returns, including individual, corporate, partnership, fiduciary, foundation, payroll, and excise tax filings 
• Manage e-filing processes, including submission, tracking, and resolution of rejected filings 
• Prepare and distribute tax organizers,1099s, W-2s, and other required tax documents 
• File extensions and ensure all federal, state, and local filing deadlines are met 
• Maintain accurate tax records, documentation, and electronic filing systems 
• Perform bookkeeping services for designated clients, including account reconciliations and journal entries using QuickBooks 
• Prepare financial reports such as trial balances, financial statements, and supporting schedules 
• Assist with quarterly tax projections and periodic compliance filings (e.g., sales tax, household employee reporting) 
• Communicate with clients to gather information, clarify documentation, and provide status updates 
• Conduct basic tax compliance research and support attorneys with documentation and analysis 
• Administer tax software systems, including user setup, annual roll-forwards, and authorization renewals
• Track key deadlines and proactively manage workflow to meet peak season demands 
• Provide guidance and support to team members on tax systems and processes 
• Order and manage tax-related supplies and resources 
• Support special projects and perform other duties as assigned

Knowledge, Skills, & Abilities:

• Strong understanding of tax preparation processes, compliance requirements, and bookkeeping principles 
• Excellent organizational and time management skills with the ability to manage competing priorities and tight deadlines 
• High level of accuracy and attention to detail, including proofreading and data validation skills 
• Ability to analyze information and resolve issues using sound judgment 
• Proficiency with tax preparation software, QuickBooks, and Microsoft Office tools 
• Strong written and verbal communication skills with the ability to interact professionally with attorneys, staff, and clients 
• Ability to maintain strict confidentiality with sensitive financial and client information 
• Demonstrated ability to work both independently and collaboratively in a team environment 
• Adaptability and resilience in a fast-paced, deadline-driven environment, especially during peak tax season 
• Ability to learn and apply new systems, processes, and regulatory updates

Additional Role Expectations:

• This position is primarily performed in an office environment
• Work may occasionally require more than 40 hours per week, including irregular hours, to meet business or client needs
• Ability to sit, stand, use a computer, and operate standard office equipment for extended periods

Disclaimer:

This job description is intended to describe the general nature and level of work performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. The firm reserves the right to modify, add, or remove duties and requirements consistent with business needs and applicable law.