Tax Specialist

The Agency; Bellevue (WA); On-site; USD 70,000 - 100,000; Full time

Job summary

The Agency, a well‑established public accounting firm, seeks a Tax Specialist to join its growing tax practice in Bellevue, WA. This role offers hands‑on technical tax work, direct client interaction, and clear paths for long‑term development within a collaborative team.

You will prepare federal and state returns for individuals, partnerships, and corporations, assist with planning initiatives, and maintain compliance with deadlines and firm standards.

Qualifications

• 2+ years of public accounting or tax preparation experience.
• Experience preparing business and individual tax returns.
• Solid understanding of federal and state tax regulations.
• CPA license or active progress toward licensure preferred.
• Strong analytical and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple deadlines and client engagements effectively.

Responsibilities

• Prepare federal and state tax returns for individuals, partnerships, and corporations.
• Assist with tax planning strategies for business and individual clients.
• Conduct tax research and analyze technical issues.
• Reconcile financial data and ensure accurate reporting.
• Communicate with clients to gather documentation and clarify tax matters.
• Assist with IRS and state correspondence and notice resolution.
• Support senior team members with complex tax engagements.
• Maintain compliance with filing deadlines and firm quality standards.

Skills

Public accounting

Tax preparation

Communication

Time management

Analytical skills

Client service

Education

Bachelor's degree in Accounting

CPA licensure or progress toward licensure

Job description

We are seeking a well-established and client-focused public accounting firm, is seeking a Tax Specialist to join its growing tax practice. The firm serves closely held businesses, entrepreneurs, and individuals, delivering proactive tax compliance and advisory services with a personalized approach. Known for its collaborative culture and strong client retention, this opportunity offers hands-on technical work, direct client interaction, and long-term professional development within a supportive team environment.

The Tax Specialist will be responsible for preparing and supporting a range of tax engagements while assisting with planning initiatives and maintaining compliance standards.

Key Responsibilities:

• Prepare federal and state tax returns for individuals, partnerships, and corporations
• Assist with tax planning strategies for business and individual clients
• Conduct tax research and analyze technical issues
• Reconcile financial data and ensure accurate reporting
• Communicate with clients to gather documentation and clarify tax matters
• Assist with IRS and state correspondence and notice resolution
• Support senior team members with complex tax engagements
• Maintain compliance with filing deadlines and firm quality standards

Required Qualifications:

• 2+ years of public accounting or tax preparation experience
• Experience preparing business and individual tax returns
• Solid understanding of federal and state tax regulations
• CPA license or active progress toward licensure preferred
• Strong analytical and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple deadlines and client engagements effectively
• Bachelor’s degree in Accounting or related field required

This is a strong opportunity for a tax professional seeking hands-on experience, technical development, and long-term growth within a respected and expanding advisory firm.