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Tax and Accounting Specialist
Position Summary
Detail-oriented Tax and Accounting Specialist with experience in individual tax preparation, financial recordkeeping, account reconciliations, accounts payable and receivable, and financial reporting. Supports accurate financial operations, regulatory compliance, and month-end close activities while providing client service and identifying opportunities to improve processes and reporting efficiency.
Key Responsibilities
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Prepare and review individual federal, state, and local tax returns, identifying applicable deductions and credits while ensuring compliance with IRS regulations and tax laws.
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Analyze financial documents, income statements, expense records, and supporting documentation to ensure accurate tax reporting and financial records.
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Support accounting operations, including account reconciliations, invoice processing, accounts payable and receivable, journal entries, and financial statement preparation.
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Assist with month-end close activities, cost allocations, and inventory and operational cost reporting.
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Research and resolve tax notices, respond to client inquiries, and maintain accurate documentation to support audits and regulatory compliance.
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Develop and maintain Excel-based financial models to analyze costs, forecast revenue trends, and support business planning.
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Identify opportunities to streamline accounting processes, improve reporting accuracy, and reduce financial discrepancies.
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Collaborate with clients, internal teams, and business stakeholders to resolve financial questions and provide timely, accurate information.
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Maintain compliance with applicable tax laws, GAAP standards, corporate policies, and internal procedures.
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Build strong client relationships through effective communication, financial guidance, and responsive service.
Qualifications
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Experience in individual tax preparation and accounting administration.
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Knowledge of federal and state tax regulations, IRS compliance requirements, and applicable deductions and credits.
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Experience with account reconciliations, AP/AR, journal entries, financial reporting, and month-end close.
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Proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting.
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Strong analytical, organizational, and problem-solving skills with attention to detail.
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Excellent written and verbal communication skills and the ability to work effectively with clients and cross-functional teams.
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Ability to manage multiple priorities, maintain accurate financial records, and meet deadlines.