Job DescriptionJob DescriptionWe are looking for a Tax Staff team member with strong attention to detail to support tax preparation, compliance, and planning activities for a range of clients. This position focuses on preparing accurate filings, researching tax matters, and helping identify practical opportunities to improve tax efficiency while maintaining compliance with applicable regulations. The ideal candidate brings public accounting tax experience, strong technical knowledge, and confidence working with tax software in a deadline-driven environment.
Responsibilities:
• Prepare and submit tax returns for individuals and business entities, ensuring filings are complete, accurate, and submitted within required deadlines.
• Review financial records and supporting documents to compile information needed for federal, state, and local tax reporting.
• Research tax regulations and legislative updates, then apply findings to client situations and filing requirements.
• Calculate and process estimated tax payments, extension filings, and related tax schedules as needed.
• Assist with tax planning efforts by identifying compliance considerations and potential savings opportunities for clients.
• Maintain organized tax workpapers and documentation to support filings, responses, and internal review processes.
• Communicate with clients and internal team members to resolve missing information, clarify tax positions, and keep engagements on track.• 3+ years of experience in tax preparation within a public accounting environment.
• Hands-on experience preparing individual and corporate tax returns.
• Working knowledge of federal, state, and local tax compliance requirements.
• Proficiency with tax preparation software, including CCH ProSystem and CCH ProSystem Fx.
• Ability to analyze financial information and translate tax rules into accurate filings.
• Strong attention to detail and the ability to manage multiple deadlines effectively.
• Effective written and verbal communication skills for working with clients and colleagues.
