Accountant

Accountant - Business Services Specialist

CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren't just words, they shape how we work, how we serve, and how we grow together.

Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Position Overview

The Accountant - Business Services Specialist will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients.

Key Responsibilities

• Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes.
• Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents.
• Review and analyze financial statements to determine tax liabilities and opportunities for tax savings.
• Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return.
• Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish.
• Work closely with the accounting and finance teams to address any tax-related issues or discrepancies.
• Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice.
• Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits.
• Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary.
• Continuously improve processes to enhance the efficiency of tax processing and client service.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• CPA or Enrolled Agent certification preferred but not required.
• Proven experience in tax preparation and processing for businesses.
• Strong knowledge of federal, state, and local tax regulations.
• Excellent analytical skills and attention to detail.
• Ability to manage multiple clients and deadlines in a fast-paced environment.
• Strong communication skills and ability to explain complex tax concepts to clients clearly and concisely.
• Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).