Tax Specialist

Job Description

Our client, a reputable and forward-thinking accounting firm, is seeking a Tax Specialist with strong client management skills, tactical leadership ability, and a passion for growing the business. This is a client-facing role for someone who combines technical tax expertise with strategic execution and entrepreneurial spirit.

Key Responsibilities

Serve as a primary point of contact for a diverse set of clients, ensuring outstanding service and proactive communication

Oversee aspects of the client lifecycle including onboarding, tax planning, compliance, and relationship management

Review and manage tax return preparation (individual, corporate, partnership) using CCH tax software

Actively contribute to firm growth by identifying cross-service opportunities and nurturing referral relationships

Requirements

Minimum of 2 years of experience in public accounting or tax advisory

CPA license required

Exceptional communication and interpersonal skills with the ability to build rapport and maintain long-term client relationships

Strong organizational skills and ability to manage competing priorities in a fast-paced environment

Entrepreneurial mindset with a desire to take ownership, contribute to firm strategy, and help shape future growth

Familiarity with CCH tax software and cloud-based financial tools

A passion for the work your clients do and a dedication to helping them succeed

Benefits

Competitive base salary with commission-based earnings potential

Comprehensive benefits package including health, dental, 401(k), and PTO

A flexible and supportive work culture that empowers leaders to innovate and grow