Tax Specialist (Job ID: SHATIA4R)

About the Client:

A U.S.-based tax and accounting services firm dedicated to providing efficient, reliable, and compliant financial solutions. To support growth and streamline operations, the firm is seeking a proactive and detail-oriented Assistant & Workflow Manager to oversee client onboarding, manage workflows, and drive process automation.

About the Role:

They are seeking a highly skilled and detail-oriented Tax Preparer with 3–5 years of experience in U.S. income tax preparation. The ideal candidate will be proficient in Drake Tax Software and have a strong background preparing a variety of individual and business tax returns.
 

Key Responsibilities

Prepare accurate and compliant federal and state tax returns, including:
 

• 1040 – Individual Income Tax Returns
• 1120C – Corporate Returns
• 1120S – S-Corporation Returns
• 1065 – Partnership Returns
   
• Review financial records and documentation to ensure completeness and accuracy.
• Identify potential tax credits and deductions to minimize client liability.
• Communicate with clients to gather necessary information and answer tax-related questions.
   
• Maintain a high level of confidentiality and professionalism when handling sensitive financial data.
• Stay updated on federal and state tax laws and regulatory changes.

Qualifications
 

• 3–5 years of hands-on experience preparing U.S. income tax returns.
• Proficiency with Drake Tax Software is required.
• Strong understanding of current IRS regulations and tax code.
• Excellent attention to detail, analytical abilities, and organizational skills.
• Strong communication skills and the ability to work independently with minimal supervision.
• Previous experience working with multiple return types and business structures.
   

Preferred Attributes

• Ability to manage multiple client files efficiently.
• Strong problem-solving skills and a proactive approach.
• Commitment to accuracy, compliance, and client satisfaction.