Tax & Accounting Specialist
Position Overview
We are seeking a highly skilled and detail-oriented Tax & Accounting Specialist to join our growing accounting firm. This role is designed for an experienced accounting professional who enjoys a diverse workload combining client accounting, tax preparation, sales tax compliance, and financial reporting.
The ideal candidate possesses strong accounting fundamentals, tax preparation experience, and the ability to communicate financial information clearly with clients. This individual will play an important role in supporting clients throughout the year by providing accurate accounting services and assisting with tax compliance requirements.
The successful candidate is proactive, organized, technically capable, and committed to delivering high-quality work while maintaining strong internal controls and client relationships.
Key Responsibilities
- Manage accounting operations for multiple clients across various industries.
- Prepare and review monthly financial statements and reporting packages.
- Perform general ledger review, reconciliations, and adjusting entries.
- Analyze financial information to identify discrepancies and opportunities for improvement.
- Prepare individual and business tax returns under firm guidance and procedures.
- Assist with corporate, partnership, and individual tax filings.
- Research tax questions and assist with tax compliance matters.
- Communicate tax-related information clearly with clients.
- Prepare and file sales and use tax returns.
- Assist with payroll processing and payroll tax reporting.
- Review client financial information for completeness and accuracy before tax preparation.
- Coordinate tax documents and filing requirements with clients.
- Assist with tax planning and year-end preparation.
- Maintain detailed workpapers and documentation.
- Support firm process improvements and workflow efficiencies.
- Provide guidance and support to less experienced team members.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field preferred.
- 3–5 years of accounting and tax experience preferred.
- Experience in a public accounting or client-service environment preferred.
- Strong QuickBooks experience.
- Experience with Drake Tax Software preferred.
- Experience preparing individual and business tax returns preferred.
- Knowledge of sales and use tax compliance preferred.
- Strong understanding of accounting principles and financial reporting.
- Excellent organizational skills and ability to manage multiple deadlines.
- Strong written and verbal communication skills.
What Success Looks Like in This Role
- Accurate accounting records and timely financial reporting.
- Reliable preparation and support of tax filings.
- Strong client relationships built on professionalism and responsiveness.
- Effective management of multiple client responsibilities.
- Consistent adherence to firm quality standards.
- Ability to serve as a trusted resource for clients and internal team members.
- Continued growth toward advanced tax and advisory responsibilities.
Pay: $58,000.00 - $68,000.00 per year
Benefits:
Work Location: In person
