Tax Specialist

Tax SpecialistTax Specialists are responsible for preparing accurate and timely tax returns for individuals, businesses, and trusts. This role involves working closely with the tax team, maintaining strong attention to detail, and following established processes to ensure high-quality client service. Tax Specialists are expected to manage deadlines, communicate clearly, and grow their tax knowledge over time.Key ResponsibilitiesPrepare individual, corporate, partnership, and trust tax returns using firm softwareOrganize and input tax data accurately based on client-provided documentsIdentify missing or unclear items and follow up with clients or team leadsMaintain clear and well-organized digital workpapers for each returnCommunicate progress and potential issues to senior staff or managersStay up to date on tax procedures and participate in training sessionsAssist with quarterly estimates and basic tax planning tasksMeet internal deadlines and uphold firm standards of quality and confidentialitySoftware 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 QualificationsBachelor's degree in Accounting or related field (required)Actively pursuing CPA license (preferred, not required)1 - 3 years of public accounting experience (internship or full-time)Strong attention to detail and ability to follow structured processesSolid organizational and time management skillsWillingness to learn and grow in a team environmentProfessional and clear communication skillsPay Details: $28.84 to $33.65 per hourEqual Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply