Job Description
Our organization is seeking a skilled Tax Specialist to join our team. The successful candidate will be responsible for providing proactive tax-related planning and serving as a tax resource for client relationships.
Key Responsibilities:
* Serves as a tax resource for the firm's client base, participating in client meetings with advisors and providing direct client service both individually and collaboratively.
* Provides expert guidance on tax planning, staying current on tax law/code changes and their applicability to client situations.
* Prepares, reviews, and completes individual and trust tax returns and tax projections, ensuring accuracy and attention to detail.
* Responsible for ensuring that all tax-related research and data gathering are complete, and presentation materials are prepared in a timely fashion for clients and prospects.
Required Skills and Qualifications:
* A bachelor's degree, with a major in accounting or finance.
* 5-10+ years of experience in providing individual and trust tax services.
* Proficiency with tax software solutions.
* Strong acumen with MS Office tools.
* Developed set of communications skills.
Benefits:
* Competitive salary range based on experience.
* Bonus incentives.
* Comprehensive benefits package.
Others:
* Mid-Senior level position.
* Full-time employment.
* Accounting/Auditing and Finance job function.