Tax Specialist

TAX SPECIALIST

Wexford, PA 15090 | Full-Time | Overtime Eligible

$60,000 - $80,000

Are you looking to build your tax career in a supportive, team-oriented environment where your work truly makes a difference? Our client is seeking a Tax Specialist to join their close-knit office and play a key role in preparing and reviewing returns for individuals, businesses, and trusts. This is a great opportunity for someone who enjoys variety in their work, values work-life balance outside of busy season, and wants to grow their skills alongside experienced CPAs.

What You'll Do :

Prepare and review tax returns :

• Individuals (1040s) - ~85% of workload
• Businesses (1120, 1120-S, 1065) - ~10%
• Trusts / Estates (1041) - ~5%

Organize and analyze client documents (W-2s, 1099s, K-1s, etc.)

Research tax issues and ensure compliance with IRS and state regulations

Assist with extensions, estimated payments, and other filings

Communicate directly with clients to obtain information and resolve discrepancies

Maintain accuracy while managing deadlines during tax season

What Makes This Tax Specialist Role Appealing :

Small, Friendly Team - supportive colleagues who value collaboration

Career Growth - exposure to diverse tax work and mentorship from senior staff

Great Culture - business casual, approachable leadership, and a positive office vibe

Work-Life Balance - predictable overtime limited to busy season

What We're Looking For In a Tax Specialist :

2+ years of experience in tax preparation (public accounting experience a plus)

Knowledge of individual and business tax returns

CPA license a plus, but not required

Reliable, organized, and able to manage responsibilities independently

Strong communicator with a proactive, problem-solving mindset