Tax Staff - Public

Job Description

Job Description

We are looking for an experienced Tax Staff member to join a leading financial services firm . This role is ideal for someone passionate about tax work in public accounting but seeking a balanced approach to working hours. As a key member of the team, you will play an integral role in providing exceptional tax services and strategies to clients while staying informed about the latest tax legislation.

Responsibilities :

• Support the preparation and review of financial statements to ensure accuracy and compliance.
• Assist clients in navigating federal and state tax audits, including negotiating favorable tax positions.
• Develop and implement tax planning strategies tailored to client needs, while identifying opportunities for additional services.
• Deliver timely, high-quality service that consistently exceeds client expectations.
• Address client inquiries and resolve concerns proactively, escalating issues when necessary.
• Conduct workshops and presentations for clients and prospects on topics such as retirement tax strategies, basic tax planning, and legislative updates.
• Stay informed on evolving tax laws and assess their implications for clients’ financial and retirement plans.
• Bachelor's degree in Accounting is required.
• Minimum of 3 years of experience in tax preparation and planning within public accounting.
• Proven expertise in individual tax return preparation.
• Strong knowledge of tax planning strategies and compliance.
• CPA designation or actively working towards obtaining it.
• Excellent communication and presentation skills for client interactions.
• Ability to adapt to changes in tax legislation and apply them effectively to client scenarios.