Tax & Accounting Specialist

FINITETEK INC; Atlanta (GA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Software training on CCH ProSystem Axx

Health, dental, vision insurance

Life insurance

STD/LTD

FSA

401(k) with company match

Paid time off and holidays

Job summary

FINITETEK INC is seeking a detail-oriented Tax Specialist to join our Tax Department, focusing on partnership, corporate, and individual income tax compliance for investors in real estate partnerships.

The role includes training on specialized tax software, and prior experience with partnership taxation or real estate investments is a plus. Located in the Atlanta area, the position offers a base salary with growth potential and comprehensive benefits.

Qualifications

• Associate’s or bachelor’s degree in Accounting, Finance, Business, or related field, OR 2+ years of relevant accounting/tax experience.
• Experience with tax preparation or accounting software is preferred.
• Prior tax preparation experience is preferred.

Responsibilities

• Prepare partnership, corporate, and nonresident individual income tax returns for investors in real estate partnerships using CCH ProSystem Axcess Tax software.
• Assist with tax compliance activities and filing deadlines.
• Company training on specialized tax software will be provided as needed.
• Coordinate with internal data providers to organize, review, and assemble complete investor tax packages.
• Review tax documentation for completeness and maintain organized tax records.
• Prepare correspondence and follow up with the IRS and state taxing authorities regarding notices and inquiries.
• Manage client and ownership information.
• Maintain tax database records.
• Process refund checks.
• Assist with minor tax research.
• Provide administrative support to the tax department as needed.

Skills

Attention to detail

Time management

Communication skills

Analytical thinking

Education

Associate's or Bachelor's degree in Accounting, Finance, Business, or related field

Tools

CCH ProSystem Axcess Tax

Microsoft Excel

Microsoft Word

Adobe Acrobat

Outlook

Job description

We are seeking a detail-oriented Tax Specialist to join our Tax Department. This position combines tax preparation and administrative responsibilities and provides an opportunity to develop expertise in partnership, corporate, and individual income tax compliance, particularly for investors in real estate partnerships. The ideal candidate has experience or education in accounting, finance, tax preparation, or tax administration and is comfortable working with detailed financial information and deadlines. Training on our specialized tax software will be provided as needed. Prior experience with partnership taxation, real estate investments, or tax software is a plus, but is not required.

KEY RESPONSIBILITIES

Tax Preparation & Compliance

• Prepare partnership, corporate, and nonresident individual income tax returns for investors in real estate partnerships using CCH ProSystem Axcess Tax software.
• Assist with tax compliance activities and filing deadlines.
• Company training on specialized tax software will be provided as needed.

Tax Document & Package Coordination

• Coordinate with internal data providers to organize, review, and assemble complete investor tax packages.
• Review tax documentation for completeness and maintain organized tax records.
• Prepare correspondence and follow up with the IRS and state taxing authorities regarding notices and inquiries.

Client & Tax Records

• Manage client and ownership information.
• Maintain tax database records.

Tax Operations Support

• Process refund checks.
• Assist with minor tax research.
• Provide administrative support to the tax department as needed.

QUALIFICATIONS & REQUIREMENTS

Education & Experience

• Associate's or bachelor’s degree in Accounting, Finance, Business, or a related field, OR
• 2+ years of relevant experience in accounting, tax preparation, tax administration, or an accounting/professional services environment.
• Prior tax preparation experience is preferred

Technical Skills

• Experience with tax preparation or accounting software is preferred.
• CCH ProSystem Axcess Tax experience is a plus, but training will be provided.
• Strong proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Proficiency with Adobe Acrobat.
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Ability to manage multiple priorities and meet strict tax deadlines.
• Strong written and verbal communication skills.
• Comfortable working with financial and tax-related information.
• Ability to communicate professionally with internal teams, investors, and taxing authorities.

WHAT WE OFFER

• Competitive fixed base salary of $55,000–$65,000/year, with growth potential.
• Dedicated training on specialized tax software, including CCH ProSystem Axcess.
• Comprehensive health, dental, and vision coverage.
• Company-paid life insurance, short-term disability (STD), and long-term disability (LTD) coverage.
• Flexible Spending Account (FSA)
• 401(k) retirement plan with company matching contribution.
• Generous paid time off and paid company holidays.