Tax Specialist

Job Description

Join our team at Tax Professionals LLC as a Tax Specialist. In this role, you will be responsible for preparing and reviewing tax returns for individuals and organizations, ensuring compliance with federal and state regulations. Your expertise will help optimize tax savings and navigate complex tax laws.

Responsibilities

• Manage multiple client accounts to ensure timely and compliant submissions.
• Assist in developing informative tax seminars for clients.
• Identify opportunities for process improvements within the tax department.
• Collaborate with IT to streamline tax software and tools.

Requirements

Education

• Bachelor's degree in Accounting or closely related field
• Master's degree in Taxation preferred

Experience

• 5+ years of experience in a tax-related role

Technical Skills

• IRS Regulations
• Financial Analysis

Soft Skills

• Communication Skills
• Problem-solving

Certifications

• Certified Tax Advisor (CTA)
• Advanced Certified Public Accountant (ACPA)

Languages

• English: Fluent

Advantageous

• Familiarity with estate and trust taxation: Understanding of tax implications related to estates and trusts.
• Proficient in financial software and modeling tools: Experience with financial modeling tools to enhance tax strategies.

Benefits

• Full health, dental, and vision coverage.
• Generous 401(k) matching contributions.
• Flexible schedules with occasional remote work.
• Funding for professional certifications and training.

Company Culture

• Client-focused: Our dedication to client satisfaction drives our service and relationship-building efforts.
• Focused on Growth: We prioritize personal and professional growth through training and mentorship.
• Diversity and Inclusion: We celebrate diversity and are committed to creating an inclusive workplace for all employees.