Tax Preparation Specialist

Legacy Offices; Mesa (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Every other Friday off

Collaborative team environment

Job summary

A tax preparation firm in Mesa, Arizona, is seeking a Tax Preparation Specialist to manage tax filings and assist with tax planning. Candidates should have an associate's degree in Accounting or equivalent experience. Key responsibilities include preparing various tax returns and maintaining compliance with accounting regulations. The firm offers a collaborative environment and a work schedule that provides every other Friday off to enhance work/life balance.

Qualifications

• Associate’s degree in Accounting, Finance or related field or 5 years relevant experience.
• Minimum of 3 years of tax accounting experience.
• Strong knowledge of GAAP and both for-profit and nonprofit tax principles.

Responsibilities

• Prepare personal, business and partnership tax returns.
• Maintain tax preparation priorities and deadlines.
• Provide supporting documentation for audits.

Skills

GAAP knowledge

Tax preparation expertise

Proficiency in Google Sheets/Excel

Integrity and accuracy

Education

Associate’s degree in Accounting or Finance

Tools

Lacerte

Odoo

Sage

NetSuite

Dynamics

Job description

The Tax Preparation Specialist plays a critical role preparing tax filings and required disclosure statements, researching and documenting issues related to tax returns, and assisting management with tax planning initiatives. Reporting directly to the Tax Manager, the Tax Preparation Specialist will be an integral part of a small team with the goal of delivering excellent service to individual, business and partnership clients. Expertise will be developed with both nonprofit and for-profit returns. To enhance work/life balance, the firm work schedule provides every other Friday off.

Key Responsibilities

Tax Preparation

• Maintain tax preparation priorities, deliverables, and deadlines
• Prepare personal, business and partnership returns.
• Work with efficiency and effectiveness.
• Work independently or as part of a team
• Train on and adapt to different processes and methods
• Duties include but are not limited to workpaper write-ups, obtaining and saving client documents, journal entries, and some bookkeeping.

Other Responsibilities

• Provide supporting documentation for audits
• Assist with month-end closing
• Update and reconcile the sub-ledger to the general ledger
• Develop and maintain best practices.
• Recommend process improvements and support implementation of accounting system upgrades.
• Ensure compliance with accounting, tax and regulatory requirements.
• Other job-related projects as requested by the Tax Manager or the CFO.

Qualifications

• Associate’s degree in Accounting, Finance, or related field or 5 years relevant experience.
• Minimum of 3 years of tax accounting experience preferred
• Strong knowledge of GAAP and both for-profit and nonprofit tax principles.
• Proficiency with tax preparation software such as Lacerte and accounting software (Odoo, Sage, NetSuite, Dynamics, or similar) and advanced Google Sheets/Excel skills.
• Commitment to integrity, accuracy, clarity, tact and confidentiality.

Preferred Skills & Experience

• Prior experience in nonprofit and small business accounting.
• Experience in a multi-entity or consolidated accounting environment.