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Tax Specialist

Tax Specialist

Workforce Solutions, LLCPhoenix, AZ, US
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Job Description

Job Description

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. If you are looking for a remote role, we can connect you with a firm that will match your desired flexibility, benefits, culture, and overall work experience.

What's the role?

Tax Specialists are a key part of the tax team responsible for managing client relationships while ensuring final annual tax products for individuals are produced and delivered to clients within expected timelines. This includes :

  • Preparing tax records and reports for individual tax clients and / or business clients.
  • Assisting clients with IRS correspondence when appropriate.
  • Preparing 1099's and other year-end work.
  • Assisting with client bookkeeping including bank reconciliations, deposits, ledger entries, office filing, accounts receivable, and accounts payable.
  • Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.

What experience and skills do I need to be successful?

  • Bachelor's Degree in Accounting highly desired or equivalent work experience.
  • EA or CPA certification is highly desired or an ability to attain.
  • Bookkeeping, accounting, and / or tax experience within a public accounting firm is highly desired.

    • Great Perks and Benefits :

    Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition :

  • Onsite, hybrid, or remote work arrangements. Remote work allowed.
  • Relocation packages include the ability to work remotely during the transition to the area.
  • Competitive medical, dental, and vision insurance plans.
  • FSA / HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

    • What will my schedule look like?

    We partner with firms that are serious about providing flexible schedules that support work-life balance. Being in the public accounting industry, schedules reflect the busy season of the tax industry January through May, and the rest of the year they embrace a quieter offseason. Generally, you can flex the typical Monday-Friday 8a-5p schedule around any personal passions or family time as long as business needs are being met.

    So how can I be considered for these opportunities?

    The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm.

    What else are you hiring for?

    See all our openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn.

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    Tax Specialist • Phoenix, AZ, US