Business Tax Specialist - Year-Round, Flexible Hours

TMS Financial; Duluth (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Family-friendly culture

Employee-focused environment

Great work-life balance

Job summary

TMS Financial in Duluth, MN is seeking a focused Business Tax Professional to prepare and review business and individual tax returns, perform financial review, and support business accounting. You will manage multiple clients, meet deadlines, and provide proactive tax guidance year-round.

Ideal candidates have a bachelor’s in accounting/finance, 1+ year of business tax experience, and strong Excel skills. Experience with S/LLCs and corporate filings is a plus; familiarity with QuickBooks, Xero,

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 1 year of experience with focus on business tax filings & individuals returns.
• Strong knowledge of tax code and financial regulations.
• Experience with accounting software and tax preparation software.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills to explain complex financial matters to clients.
• Ability to work independently and as part of a team, managing multiple clients and deadlines.
• Experience with S-Corporations, C-Corporations, Partnerships, and LLCs.
• Knowledge of estate planning, trust taxation, and wealth preservation strategies.
• Advanced proficiency in Excel.

Responsibilities

• Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
• Identify opportunities for tax minimization, credits, and deductions.
• Develop and implement tax strategies for businesses and individuals.
• Advise clients on tax implications of decisions, mergers, acquisitions, and other transactions.
• Conduct research on new tax laws and regulations and communicate impact to clients.
• Perform financial reviews and provide recommendations to improve financial performance.
• Assist in preparing, reviewing, and analyzing financial statements with proper procedures.
• Provide advisory services on cash flow, budgeting, and financial forecasting.
• Assist with accounting functions for business clients.
• Ensure accurate financial records and documentation, performing regular audits as necessary.
• Provide guidance on financial systems, internal controls, and accounting software tools.
• Serve as the primary point of contact for clients, offering proactive financial and tax advice.

Skills

Tax preparation

Client communication

Analytical skills

Attention to detail

Time management

Education

Bachelor’s degree in Accounting/Finance

Tools

QuickBooks

Xero

Sage

Drake

ProSeries

Lacerte

Job description

TMS Financial in Duluth, MN is seeking a focused Business Tax Professional to prepare and review business and individual tax returns, perform financial review, and support business accounting. You will manage multiple clients, meet deadlines, and provide proactive tax guidance year-round.

Ideal candidates have a bachelor’s in accounting/finance, 1+ year of business tax experience, and strong Excel skills. Experience with S/LLCs and corporate filings is a plus; familiarity with QuickBooks, Xero,