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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

• Prepare and review individual federal, state, and local tax returns, identifying applicable deductions and credits while ensuring compliance with IRS regulations and tax laws.

• Analyze financial documents, income statements, expense records, and supporting documentation to ensure accurate tax reporting and financial records.

• Support accounting operations, including account reconciliations, invoice processing, accounts payable and receivable, journal entries, and financial statement preparation.

• Assist with month-end close activities, cost allocations, and inventory and operational cost reporting.

• Research and resolve tax notices, respond to client inquiries, and maintain accurate documentation to support audits and regulatory compliance.

• Develop and maintain Excel-based financial models to analyze costs, forecast revenue trends, and support business planning.

• Identify opportunities to streamline accounting processes, improve reporting accuracy, and reduce financial discrepancies.

• Collaborate with clients, internal teams, and business stakeholders to resolve financial questions and provide timely, accurate information.

• Maintain compliance with applicable tax laws, GAAP standards, corporate policies, and internal procedures.

• Build strong client relationships through effective communication, financial guidance, and responsive service.

Qualifications

• Experience in individual tax preparation and accounting administration.

• Knowledge of federal and state tax regulations, IRS compliance requirements, and applicable deductions and credits.

• Experience with account reconciliations, AP/AR, journal entries, financial reporting, and month-end close.

• Proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting.

• Strong analytical, organizational, and problem-solving skills with attention to detail.

• Excellent written and verbal communication skills and the ability to work effectively with clients and cross-functional teams.

• Ability to manage multiple priorities, maintain accurate financial records, and meet deadlines.

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