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Tax Specialist
Job Description
A well-established accounting and tax services firm based in Hartland, Wisconsin, is looking for a skilled and detail-oriented Tax Specialist to join their growing team. This is an excellent opportunity for someone with 3-10 years of tax accounting experience who enjoys working directly with clients. You'll be responsible for preparing and filing tax returns, reviewing financial records for compliance, providing expert advice on tax planning strategies, and assisting clients with audits while ensuring all tax records are accurate and up-to-date. If you re seeking a role in a supportive work environment with opportunities for growth, competitive pay, and the flexibility of a hybrid work model after training, this could be the perfect fit for you.
Tax Specialist Requirements:
- 3-10 years of experience as a Tax Accountant or in a similar role, with specific experience in an accounting firm
- High school diploma required; CPA certification preferred
- Proficiency in accounting software (CCH Engagement preferred) and the MS Office Suite
- Strong client-facing skills, excellent communication, and interpersonal abilities
- Strong attention to detail and organizational skills
Tax Specialist Responsibilities:
- Prepare and file federal, state, and local tax returns accurately and timely
- Review financial records and statements to ensure compliance with tax regulations
- Advise clients on tax planning and strategies to minimize tax liability
- Stay updated on current tax laws and regulations to provide the best advice and services
- Assist in audits and respond to inquiries from tax authorities
- Maintain organized and accurate tax records for all clients
Benefits:
- Competitive salary + discretionary bonus potential
- Overtime pay during busy season
- Medical, Dental and Vision insurance
- 401K plan with match
- 13 days PTO
- Book of business
- High retention
- Hybrid schedule
- Friendly, Midwest style work environment
Apply now!
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