SENIOR TAX SPECIALIST

Job DescriptionJob DescriptionSummarySenior Tax Specialists are experienced tax professionals responsible for preparing and reviewing a wide range of individual, business, and trust tax returns. They serve as a technical resource for the team, support junior staff, and maintain strong client communication. This position requires advanced tax knowledge, strong attention to detail, and the ability to work independently and collaboratively.Key ResponsibilitiesPrepare and review complex individual, corporate, partnership, and trust tax returnsAssist junior staff with tax questions and provide informal training or guidance as neededIdentify tax issues, research solutions, and apply appropriate treatmentsCommunicate directly with clients regarding missing information, questions, and follow-up itemsMaintain a consistent workload during peak seasons and assist with special projects as assignedStay current on tax law changes and apply updates appropriately to client returnsMaintain clear documentation and organized workpapers for each returnUphold the firm’s quality standards and core values in all workSoftware Knowledge & ExpectationsProficient in Lacerte for preparation and reviewCompetent in QuickBooks Desktop and Online for tax-related financial dataComfortable working in SmartVault for secure document sharingUse Podio for task tracking, deadlines, and workflow updatesSkills and QualificationsCPA or CPA-eligible preferredMinimum 3–5 years of public accounting experience in taxStrong technical knowledge of tax compliance and planningAbility to manage workload independently and meet deadlinesExcellent problem-solving, organizational, and communication skillsAttention to detail and a commitment to accuracy BenefitsMedical InsuranceDental InsuranceVision InsurancePaid time off401kLife InsuranceGym membershipPaid overtime Flex Friday