Tax Specialist

Description

• 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
• Bachelor’s degree in Accounting, Finance or a related field
• Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
• Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.)
• Knowledge of corporate and personal tax planning strategies

Key Responsibilities

• Build, execute, and document individual tax plans for high net worth clients and business owners
• Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review
• Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented
• Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance
• Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met
• Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely
• Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes
• Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation

Skills, Knowledge and Expertise

• Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions
• Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation
• Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables
• Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients
• Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution
• Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice
• Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events