Tax & Research Specialist

We are looking for someone who: Reviews and perfects tax returns while staying on top of the latest tax code changes. Leads exciting client projects, with a focus on Partnership tax. Dives into tax issues, prepares insightful memos, and optimizes client tax strategies. Guides and mentors staff, develops quality control procedures, and drives business growth.

Job Description

We are seeking a detail-oriented and experienced Tax & Research Specialist to join our firm. In this role, you'll support tax compliance, conduct in-depth research on tax laws and regulations, and provide actionable insights.

The ideal candidate will also be responsible for overseeing the preparation and review of complex returns, ensuring compliance with tax law, and developing strategies to optimize tax liabilities.

This role also involves managing client relationships, mentoring staff, and keeping the team updated on changes in tax regulations.

Examples of the duties: Review individual, corporate, and partnership tax returns prepared by staff in coordination with existing tax department supervisors and managers Lead client engagements across the firm with a focus on Partnership tax Electronically research tax issues and prepare position memos to be used during partner/client/IRS review Optimize clients’ tax liability and credit reporting to streamline the process and limit clients' tax burdens Maintain knowledge of tax code changes, and of accounting procedures and theory in order to properly evaluate financial information Be a staff mentor and provide staff with a resource for questions, including technical, procedural, and professional issues Assist in developing/implementing/monitoring tax quality control policies and procedures Prepare more complex individual, corporate, and partnership tax returns Create and deliver tax presentations to partners, clients, and staff Facilitate briefing of tax and A&A staff to keep the Firm abreast of new tax issues An active participant in business develo