Tax Specialist

LHH; Edmond (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

LHH is seeking a Tax Specialist in Edmond, Oklahoma to prepare tax returns for individuals, businesses and trusts. You will work closely with the tax team, maintain accurate data, and ensure timely delivery while upholding quality and confidentiality.

The role requires a bachelor's degree in accounting, 1–3 years in public accounting, and a willingness to learn. Proficiency with Lacerte and QuickBooks is expected, with CPA pursuit encouraged for career growth.

Qualifications

• Bachelor0s degree in Accounting or related field is required.
• Actively pursuing CPA license is preferred but not required.
• 13 years of public accounting experience (internship or full-time).
• Strong attention to detail and ability to follow structured processes.
• Solid organizational and time management skills.
• Willingness to learn and grow in a team environment.
• Professional and clear communication skills.

Responsibilities

• Prepare individual, corporate, partnership, and trust tax returns using firm software.
• Organize and input tax data accurately based on client-provided documents.
• Identify missing or unclear items and follow up with clients or team leads.
• Maintain clear and well-organized digital workpapers for each return.
• Communicate progress and potential issues to senior staff or managers.
• Stay up to date on tax procedures and participate in training sessions.
• Assist with quarterly estimates and basic tax planning tasks.
• Meet internal deadlines and uphold firm standards of quality and confidentiality.

Skills

Attention to detail

Time management

Communication skills

Team player

Willingness to learn

Education

Bachelor's degree in Accounting or related field

Tools

Lacerte

QuickBooks Desktop

QuickBooks Online

SmartVault

Podio

Job description

Tax Specialists are responsible for preparing accurate and timely tax returns for individuals, businesses, and trusts. This role involves working closely with the tax team, maintaining strong attention to detail, and following established processes to ensure high-quality client service. Tax Specialists are expected to manage deadlines, communicate clearly, and grow their tax knowledge over time.

Key Responsibilities

• Prepare individual, corporate, partnership, and trust tax returns using firm software
• Organize and input tax data accurately based on client-provided documents
• Identify missing or unclear items and follow up with clients or team leads
• Maintain clear and well-organized digital workpapers for each return
• Communicate progress and potential issues to senior staff or managers
• Stay up to date on tax procedures and participate in training sessions
• Assist with quarterly estimates and basic tax planning tasks
• Meet internal deadlines and uphold firm standards of quality and confidentiality

Software Knowledge & Expectations

• Proficient in Lacerte for preparation and review
• Competent in QuickBooks Desktop and Online for tax-related financial data
• Comfortable working in SmartVault for secure document sharing
• Use Podio for task tracking, deadlines, and workflow updates

Skills and Qualifications

• Bachelor???s degree in Accounting or related field (required)
• Actively pursuing CPA license (preferred, not required)
• 1???3 years of public accounting experience (internship or full-time)
• Strong attention to detail and ability to follow structured processes
• Solid organizational and time management skills
• Willingness to learn and grow in a team environment
• Professional and clear communication skills