145 Tax Specialist jobs in the United States

Job Description

Title: Tax Specialist

Job Summary:

We are looking for a knowledgeable and detail-oriented Tax Specialist to join our team within the company. This role is responsible for preparing, reviewing, and filing various tax returns and ensuring compliance with all federal, state (including Franchise Tax Board), property and sales tax and local tax regulations. The ideal candidate will have hands on experience working with the IRS, FTB, CDFDA, controller, and other tax authorities, as well as a strong understanding of insurance-related tax requirements.  This position will report to the CFO.

Key Responsibilities:

• Prepare and file federal, state, and local tax returns, including income, premium, sales/use, and payroll taxes relevant to the insurance industry.
• Ensure compliance with IRS, Franchise Tax Board (FTB), sales tax, and other taxing authority requirements.
• Analyze financial data and transactions to determine appropriate tax treatment.
• Respond to tax notices, inquiries, or audit requests from government agencies.
• Maintain up-to-date knowledge of changes in tax laws and regulations affecting the insurance industry.

·    Preparing tax financials for filing tax returns.

• Assist with quarterly and annual tax provisions and tax reporting requirements.
• Coordinate with external auditors and tax consultants as needed.
• Maintain accurate documentation of all tax filings, correspondence, and supporting schedules and tax forms.
• Provide tax guidance and support to internal departments regarding new products, policies, or business operations.
• Other duties assigned.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA or EA designation is a plus).
• 2–5 years of tax experience, preferably within the insurance or financial services industry.
• Strong understanding of tax compliance procedures with the IRS and FTB, property tax, sales tax, and CDFDA.
• Proficiency in tax preparation software and Microsoft Excel.
• Solid knowledge of GAAP and tax accounting principles.
• Excellent attention to detail, organization, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Bail Hotline is committed to the highest standards of integrity, reliability, and service to our community. We strive to provide excellence in customer service, providing informative staff, flexible financial arrangements, and a friendly environment. Bail Hotline Bail Bonds is a bail company that operates under the same values and obligations one would expect from a loved one.

Bail Hotline is committed to the highest standards of integrity, reliability, and service to our community. We strive to provide excellence in customer service, providing informative staff, flexible financial arrangements, and a friendly environment. Bail Hotline Bail Bonds is a bail company that operates under the same values and obligations one would expect from a loved one.

Job Description

Our small CPA firm is seeking an experienced tax return preparer to prepare and review tax returns for individuals and businesses. We offer very flexible hours that the right candidate can set on their own. We have a casual atmosphere in professional offices.

Job Description

Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm for businesses located in Atlanta, Georgia, and all around the United States. We are a very technologically forward-thinking and growth-minded firm, and this extends to both our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring a Senior Tax & Accounting Specialist  into our fold!

This Tax Senior will work closely with firm leaders as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. The senior will be expected to be proactive with tax planning suggestions for clients and cultivating our client relationships. All of our clients are entrepreneurs, and they lean on us to be there for them for tax and accounting advice as they grow.

Key Responsibilities & Role Requirements

To succeed in this role, you must be someone who really enjoys doing all of the essential tax & accounting tasks our clients trust us with such as:

• File federal and state returns, extensions, and quarterly payments

• Recommend tax strategies by researching federal, state, and local taxation issues

• Maintain legislative materials by reviewing, interpreting, and implementing new or revised laws

• Maintain compliance with regulations by forwarding required information to federal, state, and local authorities

• Identify the profitability of potential mergers, and acquisitions by analyzing tax information, calculating key ratios, identifying areas of tax savings.

• Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation

• Analyze the effect of statutory accounting practices and studies regulations and guidance to ensure the correct application of Generally Accepted Accounting Principles

• Participate in the ongoing development/establishment of accounting policies and procedures and operational strategies, including the review and implementation of process and system changes.

• Maintain focus on improving system efficiencies and business practices

• Make recommendations for changes as needed and ensure that company policies and procedures are followed and establishes the proper techniques to discover and prevent issues

• Prepare summary feedback of financial statements variances to budget

The successful candidate will demonstrate proficiency in the following areas:

• Ability to thrive in a fast-paced environment and meet deadlines

• Team player who embraces collaboration, change and process improvement

• Strong client rapport and project management skills

• Detail-oriented team player who understands the importance of paying close attention to detail

• Adaptable/flexible team player who enjoys working in an environment that requires frequent shifts in direction

• Research-driven

• Excellent problem solving/analytical skills

• Desire to mentor staff accountants

• Advanced Excel skills

Experience Required:

• BA/BS Degree in Accounting (Master’s in Tax or Accounting preferred)

• CPA certification (or progress towards certification)

• 5+ years of current public accounting experience with partnerships and multi-state returns

• Proficiency with computerized tax software (UltraTax) and MS Office

• Ability to service multiple client engagements simultaneously

• Strong communication (verbal and written) skills with the emphasis on the ability to articulate complex tax and financial information to all levels of clients

• Strong knowledge of GAAP

• Advanced Quickbooks Pro-Adviser Certification is a plus

• Netsuite experience is a plus

The Fusion CPA Way:

We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is creating a financial foundation & culture of accountability wherein CPAs & clients thrive together! It is our intention to be the CPA firm of the future.

Individuals who exhibit the following characteristics tend to be a great cultural fit for Fusion CPA.

• Transparent  -- We are honest about our strengths, weaknesses & intentions with each other and our clients.

• Aligned  -- We align the needs and wants of both the Fusion CPA team and clients.

• Passionate  -- We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.

• Accountable  -- We hold ourselves independently accountable to the work we are entrusted with so we thrive with team members

We take care of our employees. We value our employees, and we will pave the path for your career progression. We consistently provide continuous learning and training via mentorship from both our internal and external experts.

To be considered for this role, you must submit your resume to , and the email subject must be (your first and last name - Resume For Fusion CPA).

The Fusion CPA Way:

We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is creating a financial foundation & culture of accountability wherein CPAs & clients thrive together! It is our intention to be the CPA firm of the future.

Individuals who exhibit the following characteristics tend to be a great cultural fit for Fusion CPA.

Transparent -- We are honest about our strengths, weaknesses & intentions with each other and our clients.

Aligned -- We align the needs and wants of both the Fusion CPA team and clients.

Passionate -- We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.

Accountable -- We hold ourselves independently accountable to the work we are entrusted with so we thrive with team members

We take care of our employees. We value our employees, and we will pave the path for your career progression. We consistently provide continuous learning and training via mentorship from both our internal and external experts.

The Fusion CPA Way:

We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is creating a financial foundation & culture of accountability wherein CPAs & clients thrive together! It is our intention to be the CPA firm of the future.

Individuals who exhibit the following characteristics tend to be a great cultural fit for Fusion CPA.

Transparent -- We are honest about our strengths, weaknesses & intentions with each other and our clients.

Aligned -- We align the needs and wants of both the Fusion CPA team and clients.

Passionate -- We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.

Accountable -- We hold ourselves independently accountable to the work we are entrusted with so we thrive with team members

We take care of our employees. We value our employees, and we will pave the path for your career progression. We consistently provide continuous learning and training via mentorship from both our internal and external experts.

Job Description

Harper & Company CPAs Plus is not your typical CPA firm. We are passionate about helping entrepreneurs enjoy the journey they are on, and we work closely with them throughout the year to guide them strategically towards their goals.

We’ve all worked for firms with a grueling pace driven from the top down, clients that don’t get it, a monotonous office environment, and leaders who manage vs. lead.

Not here — we’ve broken the mold. Every person in our firm plays a very important role in our bigger vision. We pride ourselves in developing our people and doing meaningful work for great clients. We work hard, but we play hard, have balanced lives, and give
back to our community. We leverage technology, ingenuity, and innovative ideas from everyone on our team to create an exceptional Harper & Co. experience for each of our team members and clients.

We are seeking a highly organized, detail-oriented accountant who takes pride in a high quality of work. The ideal candidate possesses a strong understanding of accounting and business fundamentals and is committed to proactively helping assigned clients achieve their business and financial goals. You will collaborate with our team to ensure process efficiency and continue sharing of new tax and business and knowledge.

Responsibilities:
Partner with assigned business clients to help them build the lifestyle and business of their dreams. You will have a group of assigned clients for which you will manage everything from compliance to accounting and advisory work. They rely on a proactive relationship to ensure they are strategically aligned to optimize their tax situation and their financial goals. Ultimately, we are their ‘go to’ advisor for clients for compliance, accounting, payroll, proactive advisory, and business strategy. However, the depth of our relationships with our clients also leads to connecting them with other strategic resources such as financial advisors and insurance agents. Our partnership
with each business client touches almost every financial decision they make.

More Specific Accountabilities:

• Proactively engage clients (in advisory and/or maintenance agreements) in conversation throughout the year in order to assess changes to business and/or personal situations in order to provide the optimal ongoing tax and financial strategy in alignment with their goals
• Review, prepare, reconcile, and analyze accounting records and financial reports.
• Prepare federal, state, or local tax returns for individuals, business establishments, or other organizations. Review prepared returns in accordance with the Harper & Company review guidelines in order to provide a high quality work product for final review.
• Monitor, review, and verify accounting records and transactions for accuracy, timeliness, and adequacy of supporting documentation.
• Ensure compliance with internal policies, agency rules and regulations, and generally accepted accounting principles.
• Review and analyze reports for accuracy prior to distribution.
• Clarify or research issues as necessary.
• Provide input for developing accounting applications, reports, forms, records, and document procedures.
• Assist in the development of financial projections and forecasts.
• Examine accounts, records and compute taxes owed according to prescribed rates, laws, and regulations.
• Advise management regarding effects of business activities on taxes, and on strategies for minimizing tax liability.
• Ensure that the organization complies with taxing authority requirements.
• Represent organization before taxing associations.
• Organize and maintain tax records and conduct tax studies and special projects.

Qualifications Required:

• Education: Bachelor’s degree in accounting, business, or a related field
• Minimum of 5+ years of relevant experience
• Exceptional attention to detail and commitment to error-free work.
• Proficient in QuickBooks or other accounting software.
• Proficient in tax preparation: 1040, 1120, 1065
• Excellent verbal and written communication
• Critical thinking
• Sound judgment and decision making
• Strong time management skills

Compensation and Benefits

• Competitive salary commensurate with experience
• Comprehensive benefits package including health insurance, 401K, profit sharing, paid time off, training for personal development, and flex scheduling

We are proud to be an equal opportunity employer.

Job Description

Senior Tax Planning Specialist

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
 

Tax Strategy and Planning

Essential Job Functions:

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Prepare and deliver presentations to clients and prospective clients
• Develop and maintain client base
• Market and sell appropriate tax plans
• Attend meetings and continuing education sessions
• Take a holistic approach with a team of financial professionals to service clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other task assigned

Education/Knowledge & Skills:

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Bachelor’s Degree in Accounting, Finance, or related field
• 1-year relevant experience preparing federal, state, and local tax returns for individuals
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit  
• Experience with CCH Axcess Software preferred

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
  • Eligibility Requirements Vary

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Job Description

Senior Tax Planning Specialist

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
 

Tax Strategy and Planning

Essential Job Functions:

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Prepare and deliver presentations to clients and prospective clients
• Develop and maintain client base
• Market and sell appropriate tax plans
• Attend meetings and continuing education sessions
• Take a holistic approach with a team of financial professionals to service clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other task assigned

Education/Knowledge & Skills:

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Bachelor’s Degree in Accounting, Finance, or related field
• 1-year relevant experience preparing federal, state, and local tax returns for individuals
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit  
• Experience with CCH Axcess Software preferred

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
  • Eligibility Requirements Vary

Powered by JazzHR

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Job Description

Senior Tax Planning Specialist

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
 

Tax Strategy and Planning

Essential Job Functions:

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Prepare and deliver presentations to clients and prospective clients
• Develop and maintain client base
• Market and sell appropriate tax plans
• Attend meetings and continuing education sessions
• Take a holistic approach with a team of financial professionals to service clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other task assigned

Education/Knowledge & Skills:

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Bachelor’s Degree in Accounting, Finance, or related field
• 1-year relevant experience preparing federal, state, and local tax returns for individuals
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit  
• Experience with CCH Axcess Software preferred

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
  • Eligibility Requirements Vary

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Job Description

We are looking for an experienced Payroll Tax Specialist to join our team in Decatur, Alabama. This Contract-to-ongoing position offers an opportunity to play a vital role in ensuring payroll tax compliance and accuracy within a dynamic environmental industry setting. If you have a strong background in payroll tax management and are detail-oriented, we encourage you to apply.

Responsibilities:
• Ensure accurate withholding of payroll taxes from employee wages in compliance with federal, state, and local regulations.
• Manage employer contributions to payroll taxes, including Social Security and Medicare payments.
• Prepare and file payroll tax returns, such as Form 941 and state/local tax filings, using the current payroll provider.
• Monitor changes in tax laws and regulations to maintain compliance with all payroll tax requirements.
• Maintain organized and accurate records of payroll tax payments and filings.
• Investigate and resolve discrepancies or issues related to payroll taxes, including responding to inquiries from tax authorities.
• Provide support during payroll tax audits by furnishing documentation and addressing auditor questions.
• Oversee payroll systems and software to ensure accurate calculation and reporting of payroll taxes.
• Complete year-end processes, including W-2 preparation, through the payroll provider.
• Manage wage attachment processes, including vendor follow-up and communication with employees.• Bachelor's degree in accounting, finance, or a related field is preferred.
• Minimum of 3 years of experience in payroll tax compliance or a similar role.
• Solid knowledge of payroll tax laws and multi-state payroll experience is highly desirable.
• Proficiency in payroll software systems and Microsoft Office, particularly Excel.
• Strong attention to detail, analytical skills, and problem-solving abilities.
• Experience with UKG Pro or similar systems is a plus.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality and handle sensitive employee information with discretion.

Job Description

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