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Tax Specialist

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Sturgeon Bay, United States MBE CPAs Full time

What's the role? Tax Specialists are a key part of the 1040 individual tax team responsible for managing client relationships while ensuring final annual tax products for individuals are produced and delivered to clients within expected timelines. This includes: Preparing tax records and reports for 1040 individual tax clients. Assisting clients with IRS correspondence when appropriate. Preparing 1099s and other year-end work. Assisting with client bookkeeping including bank reconciliations, deposits, ledger entries, office filing, account receivable, and accounts payable. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? Bachelor's Degree in Accounting highly desired or equivalent work experience. EA or CPA certification highly desired or ability to attain. Bookkeeping, accounting, and/or tax experience within a public accounting firm highly desired. Great Perks and Benefits: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours per week, and the remainder of the year working 30-40 hours per week, flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part-time and seasonal team members So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.

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