Tax Specialist

Scroggins Grear Consultants & CPAs; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Scroggins Grear Consultants & CPAs in Cincinnati is seeking a Senior Tax Specialist to prepare tax returns for diverse clients, review financial statements, and provide tax planning guidance. The role emphasizes client service, mentorship of staff, and clear communication of complex tax issues.

After onboarding in the Cincinnati office, the position allows 1-2 days of remote work per week with 3-4 days in the office, supporting a balanced hybrid schedule and professional growth within a stable

Qualifications

• Four-year degree in accounting or related field required.
• CPA or equivalent experience required.
• High attention to detail and analytical skills expected.
• Proficiency in tax software and confidentiality essential.
• Ability to read financial statements and communicate with clients.
• Experience preparing diverse tax returns (corporations, individuals, trusts, estates).

Responsibilities

• Prepare tax returns of all types for third-party clients (corporation, individual, partnership, trust, estate, gift).
• Prepare workpapers related to tax return preparation.
• Review corporate, individual, trust and estate taxes.
• Conduct tax planning with clients and interpret tax code changes.
• Mentor tax preparers and staff on best practices and client service.

Skills

Tax preparation

CPA

Attention to detail

Analytical skills

Client service

Tax software proficiency

Education

Four-year degree in accounting

CPA or equivalent

Tools

Tax software

Job description

Scroggins is seeking a Senior Tax Specialist. The tax specialist prepares tax returns for third party clients in a proficient and professional manner. Also performs quality reviews of financial statements prepared by the accounting department. Client service is key for this role.

This is a hybrid position. Following initial onboarding and training in our Cincinnati office, you can work remotely 1-2 days per week and in the office 3-4 days per week.

PRIMARY DUTIES & RESPONSIBILITIES:

• Prepare tax returns of all types-corporation (1120, 1120S), individual, partnership, trust, estate, and gift.
• Prepare workpapers related to tax return preparation.
• Review of corporate, individual, trust and estate taxes.
• Conduct Research into tax issues.
• Conduct tax planning with clients.
• Interpret tax code changes.
• Understand and manage tax situations related to self-employment income.
• Build and manage client facing relationships.
• Explain complex tax issues to clients in an understandable way.
• Review of complex financial statements.
• Conduct strategic tax planning.
• Provide guidance to clients on financial issues with tax implications.
• Mentorship of tax preparers and tax specialists.
• Assist Medical Practice Management Consultants with preparation of productivity calculations.
• Assist Medical Practice Management Consultants with tasks tied to year end corporate planning (i.e. closings).

MINIMUM EDUCATION/EXPERIENCE REQUIRED:

• Four-year degree in accounting or a related field
• CPA or equivalent experience
• High attention to detail
• Possess strong analytical skills
• Computer proficiency
• High proficiency in common tax software
• Advanced understanding of IRS filing procedures
• Advanced understanding of tax regulations
• Must maintain confidentiality of all client financial information.
• Must be able to read financial statements and communicate with clients.
• The physical demands of this position are consistent with normal office responsibilities, with long periods of sitting. Some minor lifting of 10-20 lbs. may be needed occasionally.

Why Join Scroggins?

We believe experienced professionals do their best work when they're trusted and supported.

• A stable, well-established firm with long-term client relationships.
• A collaborative leadership team that values your ideas.
• Meaningful leadership responsibilities with the opportunity to influence the future of the department.
• Hybrid work flexibility.
• A culture focused on professionalism, teamwork, and delivering exceptional client service.

Applicants must be authorized to work in the United States and reside within commuting distance of our office.

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