Senior Tax Specialist

• Prepare and review business and individual tax returns
• Set up and/or conduct year-end tax planning with clients
• Provide proactive strategies to minimize tax liabilities and optimize financial outcomes
• Maintain consistent client communication and build strong relationships
• Address tax-related questions and needs
• Research complex tax situations and develop thoughtful, innovative client solutions
• Identify opportunities for additional value-added services and tax strategies
• Deliver clean, polished, accurate work while identifying deductions, credits, and tax-saving opportunities

• Bachelor’s degree in Accounting, Finance, or a related field
• Active CPA or pursuing CPA candidate required
• 2–4 years of tax preparation experience, preferably in a public accounting firm
• Experience with tax seasons at other public accounting firms highly desirable
• Excellent written and verbal communication skills
• Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills required
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, Share File, and Quick Books/Xero is a plus but not required
• Hands-on experience with business and individual U.S. tax returns, preferably stronger business-tax exposure
• Experience with complex or non-routine tax situations
• Exposure to year-end tax projections and proactive tax planning
• Strong tax research skills
• Ability to identify deductions, credits, and tax-saving opportunities accurately
• Experience communicating directly with clients about tax matters
• Ability to work independently and escalate complex technical matters when appropriate

Demonstrates expertise in preparing and reviewing business and individual tax returns, with a strong focus on proactive tax planning and client communication. Proficient in identifying tax-saving opportunities and delivering accurate, high-quality work in complex tax situations.