Tax Return Specialist & Planning Advisor

RoShay Services; Bellevue (WA); On-site; USD 60,000 - 85,000; Full time

Job summary

RoShay Services in Bellevue, WA seeks a detail-oriented tax professional to prepare and plan taxes for individuals and small businesses. You will interview clients, review financial documents, and file federal and state returns using professional tax tools.

You will explain tax outcomes clearly, identify deductions and credits, and advise on planning strategies, maintaining accuracy and confidentiality in every interaction.

Qualifications

• Strong knowledge of tax preparation, compliance, and applicable tax law.
• Excellent attention to detail and ability to analyze complex financial information.
• Strong communication skills for client-friendly explanations.
• Ability to use professional tax software/tools and follow established processes.
• Commitment to accuracy, confidentiality, and high-quality client service.

Responsibilities

• Conduct detailed client interviews to gather financial and tax information.
• Review and analyze client financial documents to support return preparation.
• Prepare and file federal and state tax returns using professional tax tools.
• Explain tax results clearly and help clients understand outcomes.
• Identify eligible deductions and credits and apply strategies in line with current tax law.
• Recommend tax planning approaches to support informed financial decisions.

Skills

Tax preparation

Financial analysis

Client communication

Tax software

Confidentiality

Job description

RoShay Services in Bellevue, WA seeks a detail-oriented tax professional to prepare and plan taxes for individuals and small businesses. You will interview clients, review financial documents, and file federal and state returns using professional tax tools.

You will explain tax outcomes clearly, identify deductions and credits, and advise on planning strategies, maintaining accuracy and confidentiality in every interaction.