Position Overview
Description We are looking for a tax specialist to join a Financial Services team, supporting a broad client portfolio across multiple industries. This position offers the opportunity to manage tax and accounting work from preparation through client guidance, while contributing to a collaborative environment focused on quality service and career growth. The role is well suited for someone who enjoys balancing technical tax work with direct client interaction and advisory support.
Responsibilities:
β’ Prepare and examine a range of tax filings, including returns for corporations, partnerships, individuals, fiduciaries, and nonprofit organizations.
β’ Coordinate tax and accounting engagements from initial planning through final delivery, ensuring accuracy, timeliness, and compliance.
β’ Perform tax research and translate findings into practical recommendations that support client planning and reporting needs.
β’ Provide bookkeeping assistance and help produce financial s...