Tax Specialist
Core
Review federal and state income tax returns for individuals, estates, trusts, partnerships, and corporations to ensure accuracy and compliance.
Role type
Senior Tax Reviewer / Team Lead
Builds
Accurate tax returns and supporting documentation for diverse client portfolios
Domain
U.S. Taxation and Compliance
Required skills
U.S. tax law knowledge, tax return preparation and review, team mentorship, work allocation, tax software proficiency, analytical problem-solving
Preferred skills
CA, CPA, EA, B.Com, or M.Com certification, SPBinder knowledge
Technologies
GoSystem, CCH Axcess, UltraTax, Lacerte, ProSeries, Drake Tax, SPBinder
Responsibilities
Review complex tax returns (1040, 1041, 1065, 1120/1120S) for accuracy and compliance; Provide technical guidance and training to tax preparers; Assign and monitor daily tasks to ensure timely completion; Coordinate with stakeholders to resolve tax-related queries; Mentor team members to strengthen technical expertise.
Seniority
Mid-Senior, hands-on IC with team management responsibilities