Job Summary
We are seeking a detail-oriented and knowledgeable Tax Specialist to join our team. The ideal candidate will possess a strong background in accounting and tax regulations, with the ability to interpret and prepare financial reports. This role requires exceptional analytical skills and a commitment to providing high-quality service to our clients. The Tax Specialist will be responsible for ensuring compliance with tax laws, assisting with estate planning, and providing insights into financial reporting.

To be COMPLETELY responsible for all income tax related matters in a section of clients in a dedicated and professional manner. You understand that you are directly accountable to your client and your manager for ALL income tax related work completed, and the amount of time that you spent.

-Manage income tax preparations for the businesses and personals in your section as well as for any year-end only clients that are assigned to you.

· Manage tax indicators for the businesses and personals in your section as well as for any year-end only clients that are assigned to you.

· Manage income tax files to ensure appropriate documents are being scanned to our files and gets returned to clients. Make sure that files are kept as empty as possible.

· Become an expert or "champion" of the tax software that we use.

· Work with clients to instruct and train them on our client tax procedure guides. Update guides as needed.

· Research all technical tax related issues

· Work with clients to help them prepare documents required for paper (no visit) income tax audits.

DETAILED (Including but not limited to)

a. Monitor all tax production/projects and e-filing due dates to make sure that all tax projects are completed on time. Review on a weekly basis the status of clients whose information is incomplete. Take action as required.

b. Answer all technical tax processing/tax questions.

c. Monitor tax production time throughout the month to help ensure that time is not greater than budgeted.

d. Training new tax preparers as needed, and participating in the process of hiring new preparers.

e. Maintain daily control over tax return production requirements/due dates.

f. Maintain daily control over time spent -vs- budgeted/standard hours.

g. Assign, coordinate, and review tax returns completed by other preparers

2. All Clients

a. Prepare tax returns, both business and personal.

b. Periodically review monthly client financial statements in order to determine if our "tax plan" is correct.

c. Prepare Tax Indicator Letter & Report at least annually, more if needed. Work to suggest ideas to reduce the tax that clients pay - income tax, personal property, and employment.

d. Manage the process of printing and distributing personal tax organizers by January 10. Adjust questions on questionnaire.

e. Review 13th month AJE's, depreciation schedules and finish completing tax AJE's if needed.

f. Answer all technical tax questions and research issues as needed.

g. Maintain and control quarterly tax estimates throughout the year for business and personal tax returns.

h. Handle any correspondence from income tax related authorities.

Join us as we strive to deliver exceptional tax services while fostering professional growth within our team.

Job Types: Full-time, Part-time, Seasonal

Pay: $40,000.00 - $50,000.00 per year

Expected hours: 40 – 60 per week

Benefits:

401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance
Work from home

Schedule:

Monday to Friday
Weekends as needed

Work Location: In person

Capital Business Strategies

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Tax Specialist