We are looking for an experienced tax specialist to join a detail-oriented Services team. This position is ideal for someone who enjoys balancing technical tax work with direct client interaction, delivering guidance on both compliance matters and forward-looking planning. The role offers the opportunity to support a diverse client base, contribute strategic insight, and work closely with a collaborative, high-performing group.
Responsibilities:
- Prepare and evaluate sophisticated tax filings for both individual and business clients, ensuring accuracy, completeness, and compliance with current regulations.
- Advise clients on tax matters by translating complex rules into practical guidance and recommending effective strategies tailored to their situations.
- Recognize opportunities to improve tax outcomes and help put planning recommendations into action throughout the year.
- Build and sustain strong client partnerships by serving as a trusted resource for ongoing tax questions and advisory needs.
- Work closely with colleagues in a small, results-driven team to deliver high-quality service and share technical knowledge.
- Support corporate tax compliance activities, including matters related to income tax reporting, provisions, and related filings as needed.
- Contribute to broader tax advisory efforts that may involve business tax strategy, sales and use tax considerations, and other client-specific issues.
- At least 5 years of hands-on experience in tax preparation within a public accounting or client services environment.
- Demonstrated expertise in preparing and reviewing tax returns for both individual and business entities.
- Strong ability to communicate directly with clients in a detail-oriented, confident, and service-oriented manner.
- Relevant tax credential preferred, such as an EA, or comparable depth of practical tax experience.
- Interest in advisory-focused work, including tax planning and strategy development beyond standard compliance.
- Working knowledge of corporate income tax, corporate tax compliance, and annual income tax provision concepts.
- Familiarity with sales and use tax matters is valued.
