Senior Tax Specialist

In a world that likes to play by the rules, we like to dissect them and make them work for us...and our $ moves. Because when you're building something big, you can't afford to play small. At Checkmate, your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing Checkmates' client base within our communities, establishing long-term relationships, and driving customer loyalty. Responsibilities: • In charge of and participate in the preparation of audited, reviewed, and compilation financial statements. • Preparation and review of Federal and State tax returns for Individual, Corporation (both C and S), Partnership, Fiduciary, and Non-Profit entities. • Review compiled financial statements for Corporations, Non-profit, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, client books and records • Manage assigned projects to ensure timely completion • Work closely with staff and clients to provide high-quality, professional service • Our client base includes clients in the following industries: construction, manufacturing, wholesale distribution, hospitality, engineering, medical, professional services, non-profit, fiduciary, and real estate development. Requirements: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. • Possess active, unrestricted credentials: EA (Enrolled Agent), with strong tax preparation experience and extensive knowledge of tax laws. • Minimum of 3 years of paid experience filing 40 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. • Familiarity with Circular 230 • Willing and available to work a static weekly schedule with a minimum of 34 hours per week at our home office. Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation.. • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. • Exceptional customer service skills, high empathy, and a friendly, professional demeanor. • Strong verbal and written communication skills. • Ability to work in a fast-paced environment independently while managing multiple priorities. • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States. • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Job Type: Full-time Pay: $65,000.00 - $80,000.00 per year Job Type: Full-time Pay: $55,800.00 - $80,000.00 per year Work Location: In person