Senior Tax Specialist

CSI Group; Farmingdale (NJ); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Tax Specialist to join their dynamic team in New Jersey. This role involves assisting clients with tax return preparation and filing, ensuring compliance with tax laws, and maximizing refunds. As part of a family-owned business, you’ll thrive in a supportive environment that promotes career growth and development. If you have a strong understanding of tax regulations and excellent analytical skills, this is a fantastic opportunity to make a significant impact while advancing your career in a fast-paced, rewarding setting.

Qualifications

• High school diploma required; Associate’s or Bachelor’s in Accounting preferred.
• Enrolled Agent (EA) or CPA certification is advantageous.

Responsibilities

• Prepare and file tax returns accurately and timely.
• Review financial records for accuracy and compliance.
• Advise clients on deductions and credits.

Skills

Analytical Skills

Communication Skills

Customer Service Skills

Attention to Detail

Ability to Work Under Pressure

Education

High School Diploma

Associate’s Degree in Accounting

Bachelor’s Degree in Accounting

Tools

Tax Preparation Software

Job description

Join to apply for the Senior Tax Specialist role at CSI Group.

CSI Group is a dynamic and rapidly growing company headquartered in Wall, NJ, with over 20 locations across New Jersey and New York. As a family-owned business, we pride ourselves on delivering personalized services to individuals and families, including:

• Individual Income Tax Preparation
• Tax Planning
• Trust & Estate Tax Preparation
• Will & Estate Planning
• Retirement and Financial Planning

Our commitment to excellence has made CSI Group a trusted name in New Jersey. We are expanding aggressively and seek career-minded individuals who thrive in fast-paced, growth-oriented environments. We promote from within and offer clear pathways to success, supporting your career development at every step.

About the Role: The Senior Tax Specialist assists clients in preparing and filing their tax returns accurately and timely. Responsibilities include understanding tax laws, identifying deductions and credits, and helping clients maximize refunds or minimize liabilities. The role involves working closely with individuals and small businesses.

Responsibilities:

1. Prepare and File Tax Returns: Gather client information, calculate taxes owed or refunds due, and complete tax forms for submission.
2. Review Financial Records: Analyze financial statements, income, and expense records for accuracy.
3. Stay Updated on Tax Laws: Keep abreast of changes in federal, state, and local tax regulations.
4. Identify Deductions and Credits: Advise clients on potential deductions and credits to reduce tax liabilities.
5. Ensure Compliance: Verify data accuracy and adherence to legal standards.
6. Provide Client Support: Address inquiries, offer tax advice, and handle concerns.
7. Handle IRS Correspondence: Assist with audits, notices, and communications from tax authorities.
8. Maintain Confidentiality: Protect client data and financial information.

Qualifications:

1. Education: High school diploma or equivalent; an Associate’s or Bachelor’s degree in Accounting, Finance, or related field is preferred.
2. Certification: Enrolled Agent (EA) is advantageous; CPA is a plus.
3. Experience: Prior experience with high-volume tax preparation.
4. Knowledge: Strong understanding of tax laws and preparation software.
5. Skills: Excellent analytical, communication, and customer service skills; attention to detail; ability to work under pressure, especially during tax season.

Additional Details:

• Seniority Level: Associate
• Employment Type: Full-time
• Job Function: Accounting/Auditing
• Industries: Financial Services and Accounting