Individual Tax Specialist

We are seeking a detail-oriented and client-focused Individual Tax Specialist to join a well-established, local firm. It’s not just about crunching numbers for them. They’re all about building relationships and making tax season a more pleasant experience! If you’re a CPA or EA with a few years of individual return experience under your belt, apply today! Responsibilities/Duties: · Prepare and review individual tax returns · Assist with other returns for senior team members as needed · Gather, organize, and analyze client tax documents · Identify tax-saving opportunities and advise clients on deductions, credits, and planning strategies · Ensure compliance with federal, state, and local tax regulations · Research and resolve client inquiries related to individual tax matters · Maintain accurate and detailed client records and workpapers · Communicate with clients in a professional and timely manner to request additional information and explain return results · Assist with responding to IRS or state tax notices and suppliant client representation when needs · Stay current on tax law changes impacting taxpayers Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Must possess excellent communication skills and exchange information with others accurately · Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals · Exceptional organization in managing time with the ability to prioritize multiple projects simultaneously, with a keen attention to detail, and meet strict deadlines while working independently or with a team · Apply critical thinking skills to solve complex problems while supporting the growth of a team Required Skills, Education and Experience: · Certified Public Accountant (CPA) or Enrolled Agent (EA) designation, required · Bachelor's degree in related field, required · At least two years individual tax experience, required · Proficient in QuickBooks Desktop and Online, preferred · Proficient in Lacerte and MS Office Suite, preferred Supervisory responsibilities:None Work Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Office environment Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Must be able to remain in a stationary position for long periods of time · Minimal lifting and carrying up to 25 pounds Travel Required:None Job Classification:Full-time, on-site, hybrid We provide equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, termination, layoff, recall, transfer, leaves of absence, compensation and training. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Job Type: Full-time Pay: $50,884.23 - $72,279.93 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Disability insurance • Health insurance • Paid sick time • Paid time off • Vision insurance • Work from home Experience: • individual tax: 2 years (Required) License/Certification: • CPA or EA (Required) Work Location: In person