5,518 Tax Preparation Specialist jobs in the United States

Join to apply for the Tax Advisor role at District Partners

2 days ago Be among the first 25 applicants

Join to apply for the Tax Advisor role at District Partners

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Looking to add excitement to your tax career? Our client has engaged us to find a skilled Tax professional to join their team in a role that breaks away from the ordinary. This position offers a rare opportunity to work with a unique clientele of high-net-worth individuals and professional athletes. You heard that right major leaguers need major tax advisors. In this role, youll handle a diverse and engaging portfolio, including individual, corporate, trust, and non-profit tax returns. You'll also supervise financial statement preparation and ensure compliance with federal, state, and local tax regulations. If you're ready to step into a role that combines complexity with high-profile client work, this could be your chance to make it in the big leagues.

About Our Client:

Our client is a leading independent wealth management firm providing comprehensive financial services to high-net-worth individuals, families, and institutions. With a strong commitment to personalized client service, the firm offers a broad range of solutions including investment management, financial planning, and tax advisory. Their team-oriented culture fosters collaboration and innovation, ensuring that clients receive the highest level of expertise and support.

Responsibilities:

• Prepare and review individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns for high-net-worth clients.
• Work closely with various departments on tax planning, including quarterly estimates and year-end projections.
• Research athletes schedules for duty day calculations and amend tax returns for new clients to optimize tax benefits.
• Act as Power of Attorney during IRS audits, prepare supporting documentation, and liaise with government agencies to secure timely tax refunds.
• Serve as bookkeeper/controller for client entities, prepare journal entries, and ensure the accuracy of general ledgers and financial statements.
• Organize and lead independent audits for non-profit foundations, ensuring compliance with GAAP and transitioning financials from cash-basis to accrual-basis.
• Provide expert advice, stay abreast of industry trends, and communicate solutions proactively to clients and team members.

Qualifications:

• Bachelors degree in Accounting or a related field.
• CPA certification or CPA candidate status required. Preference given to candidates who have already received their CPA certification.
• Minimum of two years experience in tax, accounting, or a related field.
• Strong knowledge of current tax laws, especially related to high-net-worth individuals and professional athletes.
• Familiarity with Generally Accepted Accounting Principles (GAAP).
• Excellent verbal and written communication skills, with the ability to effectively interact with high-profile clients and their advisors.
• Proficient in Microsoft Office and specialized tax/accounting software, including GoSystem Tax RS, SurePrep, and Bloomberg Tax.
• Strong critical-thinking abilities, with experience in managing complex projects and meeting tight deadlines.
• Maintain confidentiality and demonstrate a high level of integrity in all professional practices.

Featured Benefits:

• Compensation: Competitive salary with discretionary bonus opportunities.
• Healthcare: Comprehensive medical, dental, and vision insurance.
• Retirement: 401(k) plan with employer contributions.
• Work-Life Balance: Paid maternity and parental leave.
• Professional Development: Tuition reimbursement for continuing education.

Join our client's team and be a part of a supportive and collaborative environment, where your expertise and insights are valued and utilized to their fullest potential.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Accounting/Auditing
• Industries Investment Banking and Investment Management

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Join to apply for the Tax Advisor role at Heffernan Insurance Brokers

1 week ago Be among the first 25 applicants

Join to apply for the Tax Advisor role at Heffernan Insurance Brokers

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Objective

Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.

Objective

Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.

Core Responsibilities Include

• Provide tax advice and planning strategies to internal employees and existing clients.
• Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
• Develop tax strategies that align with clients financial goals and investment strategies.
• Assist in the preparation of financial statements and reports as needed.
• Offer year-round support for tax questions, notices, and audits.
• Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
• Assist with tax-related onboarding of new clients or benefit offerings.
• Educate internal teams on tax-related matters relevant to insurance and retirement planning.
• Stay informed about current tax regulations and changes that may affect employees or clients.
• Ensure compliance with ethical standards and applicable laws.
  
  

• Education Bachelors degree in Finance, Economics, Business Administration, or a related field.
• CPA designation required.
• Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
• Strong communication and collaboration skills, both written and oral.
• Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
• Solid understanding of individual and small business taxation.
• Excellent listening skills to thoroughly understand client needs.
• Leadership qualities, with the ability to effectively educate and sell to clients.
• Problem-solving and analytical skills, with high attention to detail.
• Professional demeanor and conduct required.
• Must maintain a positive attitude and sense of humor!
  
  

• Smooth The Path And Be Respectful Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun Take the time to get to know your colleagues and lets have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) Be available and responsive to clients and colleagues.
• Be Humble And Own It We all make mistakes whats important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
  
  

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients schedules.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Insurance

Referrals increase your chances of interviewing at Heffernan Insurance Brokers by 2x

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Join our Compliance Division as a Tax Advisor and provide expert tax advisory services to our diverse client base. You'll work with clients and ensuring optimal tax compliance and strategic tax planning.

Ready to Apply?

Visit our company website for detailed instructions on how to submit your application. Share your experience, your skills, and what excites you about joining General Financialwell review your submission and let you know the next steps.

Key Responsibilities

• Provide comprehensive tax advisory services to clients across multiple jurisdictions
• Ensure compliance with Personal Property Tax requirements
• Develop tax strategies to minimize client tax obligations
• Prepare and review complex tax returns and documentation
• Collaborate with the Compliance Division team on process improvements
• Utilize Tax Compliance, Inc. (TCI) software for enhanced efficiency
• Support SSAE-16 reporting and compliance requirements
• Maintain up-to-date knowledge of tax regulations and changes

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• Minimum 3 years of tax preparation and advisory experience
• CPA or EA certification preferred
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• Proficiency in tax software and Microsoft Office Suite
• Knowledge of multi-state tax regulations preferred
• Attention to detail and ability to manage multiple clients
• Competitive salary with performance-based bonuses
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with company matching
• Professional development and CPA exam support

Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for. Our teams are collaborative and friendly, and we offer a great work/life balance.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Prepare individual and business (c-corps, s-corps, partnerships) tax returns. Develop your skills and knowledge to increase complexity and types of returns completed
• Build, maintain and enhance client relationships and demonstrate knowledge of each client's business and finances
• Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
• Identify, research, and resolve tax issues

• 0-3 year of experience preparing a variety of tax returns
• Understanding of practices, theories, and policies related to taxes and accounting
• Bachelor's Degree Required, Master's Degree Preferred
• EA or CPA desired (or actively working towards licensure)

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education

Job Description

Salary: $65,000.00 - $100,000.00 per year

Stevens Foster Financial Advisors is a Bloomington, MN-based wealth management firm offering comprehensive financial planning & tax services to high-net-worth individuals and corporate executives. Were looking for a full time Tax Advisor to join our team.

Our Tax Associates work closely with our Client Account Managers to assist in servicing our clients needs. You will be responsible for preparing and reviewing individual, fiduciary, entity, and gift tax returns and generating tax planning strategies for our clients.

Other responsibilities include tax research, legislative and regulatory monitoring, presentation of complex strategies to clients and their account managers, and assuring the quality of our tax deliverables.

Responsibilities include:

• Facilitate and manage the preparation of and review client individual income, trust, gift, and entity tax returns timely and accurately
• Collaborate with other members of the tax and planning teams on general planning strategies for our clients
• Present or support presentation of complex tax strategies and issues to clients
• Prepare and review quarterly/yearly tax projections
• Collaborate and implement strategic tax planning for all necessary federal and state taxes
• Maintain effective control procedures over all aspects of the tax process
• Find and implement opportunities for process improvement in company tax procedures
• Research, summarize & communicate tax matters, including legislative and tax law changes and developments
• Manage and facilitate IRS/state income tax audits: preparing responses, creating schedules, etc.
• Other duties as assigned

Required Skills & Experience:

• Individual, fiduciary, and estate tax knowledge and understanding
• 3+ years experience in a tax position or public accountant role
• CPA preferred or desire to obtain
• Knowledge of tax software/tools preferred: BNA, Lacerte, RIA Checkpoint, TaxBook, and MS Office
• Excellent follow-up and follow-through capabilities
• Ability to handle sensitive and/or confidential client information
• Accuracy, reasonable speed, and attention to detail
• Desire and ability to work independently and as part of a team
• Ability to multi-task, manage time effectively and prioritize

Job Type: Full-time, on site with remote options

The Process:

Please respond with a copy of your rsum. Qualified candidates will be invited to schedule a 1530 minute phone interview. If there is mutual interest in moving forward, candidates will be scheduled for an in-person interview.

Benefits:

• Paid time off
• Voluntary paid time off
• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Disability insurance (short term disability & long term disability)
• Health savings account
• Flexible spending account
• Dependent care flexible spending account
• Life insurance
• Parental leave

Schedule:

• Monday to Friday
• Hybrid opportunity after 6 months

Experience:

• Tax experience: 3 years (preferred)

Job Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

The Tax Advisor works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Advisor prepares, reviews, and completes individual and trust tax returns as well as tax projections.

We are targeting a base salary range of $90,000 to $170,000 for this position depending on experience, along with bonus incentives and a competitive benefits package provided to our employees.

• Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors
• Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations
• Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations
• As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections
• Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects
• Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up
• May assist with small business tax work, including S Corporation and partnership tax returns

• A bachelor’s degree, with a major in accounting or finance
• Certified Public Accounting (CPA) designation
• 5-10+ years of experience in providing individual and trust tax services
• Proficiency with tax software solutions
• Strong acumen with MS Office tools
• Developed set of communications skills

• Experience using client relationship management software (such as Salesforce and Tamarac)
• Prior experience in Wealth Management

• Strong organizational skills and detail-oriented
• Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible
• Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members
• Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm

• Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
• Create and deliver tailored tax plans to clients, and update those plans periodically
• Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
• Coordinate client's tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
• Remain updated on changes in tax laws and procedures

• Achieve an average of 9/10 on your Net Promoter Score surveys
• Delivering on your promises with clients and maintaining strong client relationships
• Participation in expansion of firm technical knowledge through research and collaboration with internal teams

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• We provide a laptop and annual 500 tech reimbursement for computer/tech accessories

• You're friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You're disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management and an internal drive to succeed
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work and clients, and drive projects to the finish line
• You love working with and speaking to clients, delivering results and improving their lives

• CPA or EA Certification (CPA Preferred)
• Bachelor's or Master's in Accounting or Tax from an accredited college or university
• Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience.
• Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on-time.
• Experience performing tax projections and estimates using professional tax planning software (e.g. BNA Tax Planner, CCH Prosystem fx Planning, etc).
• Effective written and oral communication skills and strong interpersonal skills.

Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
• Build, maintain and enhance client relationships.
• Advise clients on issues related to tax, finance & business practices.
• Identify, research, and resolve complex tax issues.
• Support manager with various ad-hoc projects.

• 3+ years of experience preparing a variety of tax returns
• Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
• Bachelor's Degree Required, Master's Degree Preferred
• EA or CPA required (or actively working towards licensure)

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education

Join to apply for the Senior Tax Advisor role at Platform Accounting Group

6 days ago Be among the first 25 applicants

Join to apply for the Senior Tax Advisor role at Platform Accounting Group

Description

Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.

Description

Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
• Build, maintain and enhance client relationships.
• Advise clients on issues related to tax, finance & business practices.
• Identify, research, and resolve complex tax issues.
• Support manager with various ad-hoc projects.
  
  

• 3+ years of experience preparing a variety of tax returns
• Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
• Bachelor's Degree Required, Master's Degree Preferred
• EA or CPA required (or actively working towards licensure)
  
  

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Hospitals and Health Care, Non-profit Organizations, and Government Administration

Referrals increase your chances of interviewing at Platform Accounting Group by 2x

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