Tax Specialist for Preparation and Consulting

Summary:

With oversight and direction of the Managers or Partners, this position is responsible for the review and job management functions of tax engagements, including compliance, planning, and research. Will maintain total confidentiality and discretion; and will establish strong relationships with clients, executives, and other key stakeholders. Will assume full responsibilities for directing engagements and special assignments and will support and offer assistance to Managers and Partners.

Possess an ability to communicate complex tax rules patiently and positively. Be self-driven with a proven track record in meeting deadlines and working collaboratively with others.

Essential Duties and Responsibilities:

·         Responsible to prepare all tax compliance, help with audits, and respond to tax letters.

• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
• Effectively leverage available technology and other resources on projects to maximize technical application and holds the engagement team to the same standard.
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with clients to understand the broader impact of current decisions and possible solutions.
• Manage client engagement and technical knowledge in individual taxation, and understating of trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
• Develop and execute a business development plan which includes networking, new client development and client expansion activities.
• Preparing and reviewing complex tax returns; overall project management responsibility.
• Researching complex tax matters.
• Identifying tax problems and developing solutions.
• Representing clients regarding tax notices and tax audits.
• Monitoring developments in tax legislation.
• Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
• Develops expertise in specialty area.
• Training and developing staff within specialty area.
• Other duties as assigned.

Minimum Qualifications:

·         Excellent interpersonal, oral, and written communication skills.

·         Detail oriented & ability to multi-task; Strong accounting & analytical skills.

·         Strong computer skills: proficient in Tax software, MS Office or similar software with the ability to learn new or updated software.

·         Strong supervisory, training, and mentoring skills.

·         Demonstrated time management and organizational skills to meet client and tax compliance deadlines.

·         Self-directed and self-motivated work ethic that contributes to the client service team by producing quality work with quick turnaround and attentive service.

·         Works with an entrepreneurial approach to client service while building positive working relationships with clientele.

Education and Experience:

·         Bachelor’s degree in accounting or related field, required.

·         5 – 7 years’ experience in public accounting tax experience, preferred.

·         Experience preparing individual and business tax returns.

·         Specialty designation or certification (EA, CFE, ERPA, ABV, QB Specialist), preferred.

Physical/Mental/Visual Demands and Work Environment:

·         This job is conducted in an office work environment, sitting most of the time, working on a computer.  

·         Must be able to exert up to 20 lbs. of force occasionally.

·         Some travel may be required.

Work Schedule:

·         Typically, Monday through Friday, 8am-5pm.

·         Additional hours are required during peak season.