Tax Specialist

$95,000 - $115,000/Yr

AppleOne - Riverside, CA

Full-time - Mid Level

Riverside, CA

Administrative and Support Services

About the position

We are seeking a skilled and detail-oriented Tax Specialist to join our growing team. This role will be responsible for providing tax compliance, planning, and advisory services to individual and business clients. The ideal candidate will have expertise in tax laws, excellent analytical skills, and the ability to deliver effective tax solutions in a dynamic, fast-paced environment.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, businesses, and other entities.
• Ensure accuracy and compliance with current tax regulations and meet tax filing deadlines.
• Research complex tax issues and apply knowledge of tax law changes to provide accurate filing and planning solutions.
• Prepare and maintain documentation for tax positions, supporting materials, and audit trails for tax filings.
• Collaborate with clients to develop tax-efficient strategies that minimize liabilities and optimize tax benefits.
• Provide tax planning advice related to income tax, estate tax, gift tax, and other areas of taxation.
• Advise clients on the impact of tax laws, regulations, and policies affecting their financial decisions.
• Conduct in-depth research on tax issues, keeping abreast of legislative changes and rulings that may affect clients.
• Act as the primary point of contact for clients on tax-related matters, ensuring clear and consistent communication.
• Represent clients before the IRS or state tax authorities, including handling audits and appeals.

Requirements

• Senior Accountant, Enrolled Agent (EA) or Certified Public Accountant (CPA) designation is required.
• Bachelor's degree in Accounting, Finance, or related field.
• Minimum of 3-5 years of experience in tax preparation and planning, ideally in public accounting or corporate tax environments.
• Strong understanding of federal, state, and local tax laws and regulations.
• Excellent analytical and problem-solving skills, with the ability to research and interpret tax laws and regulations.
• Ability to manage multiple clients and projects with varying deadlines, maintaining attention to detail and accuracy.
• Ability to work independently and as part of a collaborative team.

Nice-to-haves

• Experience in corporate tax or partnership tax.
• Knowledge of estate, gift, and trust tax planning.
• Familiarity with international tax regulations and compliance is a plus.
• Proficiency with tax compliance automation tools and cloud-based accounting.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Vision insurance
• Paid sick time