Tax Specialist

Job Summary

This essential position in our company, based in Horseheads, NY, offers the opportunity to utilize education, knowledge, training, and experience in the tax field. Horseheads is known for its scenic beauty and close-knit community, providing a great place to live and work. The role involves preparing a comprehensive range of tax returns, including complex ones requiring specific expertise. Responsibilities also include reviewing tax returns, providing leadership and guidance for tax planning, and training and mentoring team members across various tax areas.

Responsibilities

• Prepare tax returns for entities including partnerships, trusts, and gift taxes as assigned.
• Prepare tax returns ranging from medium to high complexity, depending on experience.
• Review tax returns for accuracy and tax-saving opportunities.
• Lead tax planning efforts, including preparing and reviewing quarterly tax projections.
• Interact with clients to clarify questions and data for tax preparation and projections.
• Maintain strong working relationships with clients and staff to enhance client satisfaction.
• Work closely with clients and advisors to maximize planning opportunities.
• Lead key functions or processes within the Tax Services Department.
• Work independently with oversight to effect change, focusing on efficiency and productivity.
• Train and mentor associates to enhance team skills and abilities.
• Respond to federal, state, and local correspondence on behalf of assigned clients.
• Assist staff with research of tax issues, special projects, and respond to taxing authority notices and audits.
• Stay current on applicable tax regulations and communicate updates to key staff members.

Required Qualifications

• Excellent academic record, with a four-year college degree; a graduate or advanced degree is preferred.
• Enrolled Agent certification is required unless exempt due to education and credentials.
• CPA is strongly preferred.
• A minimum of 4-6 years of tax experience, including reviewing and preparing complex tax returns; experience with fiduciary returns is preferred.
• Excellent interpersonal and communication skills.
• Proven track record as a self-starter with high levels of intensity and motivation.
• Demonstrated passion for providing exceptional client service.
• Strong technical skills, including experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience working with tax-specific applications is required.
• Experience with Pro System, BNA Income Tax Planner, Intelli-Connect, and other tax research tools and software is preferred.

Job Type and Schedule

Full Time, 40 Hours Per Week

Benefits
PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan. PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws.  

Equal Opportunity Employer (EEO) 
PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. 

Americans Disabilities Act (ADA) 
The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, and lifting up to 25 pounds, with or without reasonable accommodation. 

Candidate Privacy
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/ and https://peaktechnical.com/ca-residents-privacy-rights/  

AI Recruiting Disclosure 
We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.