Tax Specialist

Overview

• Join a dynamic and growing firm specializing in individual and small business tax services.
• Opportunity to work in a hybrid environment after initial in-office onboarding.
• Collaborate with a team of professionals to deliver high-quality tax solutions.
• Contribute to the firm's growth and expansion in a leadership capacity.
• Develop and maintain strong client relationships, ensuring satisfaction and compliance.
• Benefit from competitive compensation, including bonuses and retirement matching.
• Enhance your career with opportunities for professional development and advancement.

Key Responsibilities & Duties

• Manage and review tax filings for individual and small business clients.
• Lead and mentor staff, fostering a collaborative and productive work environment.
• Stay updated on tax regulations and ensure compliance in all client engagements.
• Develop strategies to optimize tax outcomes for clients.
• Build and maintain strong client relationships through effective communication and service delivery.
• Contribute to business development efforts and support firm growth initiatives.
• Collaborate with partners to develop long-term strategies for the firm.

Job Requirements

• Bachelor of Science (BS) degree in accounting, finance, or related field.
• Minimum of 5 years of experience in tax services, preferably with individual and small business focus.
• CPA certification strongly preferred.
• Proven ability to manage and mentor staff effectively.
• Strong communication skills to interact with clients and team members.
• Knowledge of current tax regulations and compliance requirements.
• Ability to work in a hybrid environment after initial onboarding period.
• Commitment to professional growth and contributing to firm expansion.