Job Brief
As a Tax Specialist, you will play a crucial role in preparing accurate tax returns for individuals and small businesses. Your expertise in tax regulations and compliance will ensure that clients meet their tax obligations while maximizing potential deductions. Candidates should possess a strong background in tax preparation, attention to detail, and excellent analytical skills to navigate complex tax issues and provide strategic tax planning advice.
Responsibilities
- Prepare and file federal and state tax returns for individual clients and small businesses, ensuring compliance with applicable laws and regulations.
- Review financial records and documentation to identify potential tax savings and recommend appropriate strategies.
- Conduct thorough research on tax laws and regulations to stay current with changes and their implications for clients.
- Assist clients in understanding their tax obligations and provide clear explanations of tax-related matters.
- Collaborate with clients to gather necessary financial data and documentation for accurate tax preparation.
- Address client inquiries and provide timely responses to tax-related questions and concerns.
- Maintain organized records of tax returns, supporting documentation, and client communications.
- Prepare and submit necessary tax forms and documents, ensuring accuracy and adherence to deadlines.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Proven experience in tax preparation or a similar role, preferably with individual and small business clients.
- Strong understanding of federal and state tax regulations and compliance requirements.
- Proficiency in tax preparation software and accounting tools.
- Excellent analytical skills and attention to detail.
- Strong communication skills, both verbal and written, to effectively interact with clients.
- Certification as a Tax Professional (e.g., EA, CPA) is a plus.
- Ability to manage multiple deadlines in a fast-paced environment.
Similar Job Titles
- Tax Consultant
- Tax Analyst
- Tax Preparer
- Tax Advisor
- Personal Tax Specialist
- Tax Compliance Specialist
- Tax Preparation Specialist
- Individual Tax Consultant
