Tax Planning and Research Specialist

4 days ago


Fort Lauderdale, Florida, United States RSM Global Full time
About RSM Global

We are a leading provider of professional services to the middle market globally, with a purpose to instill confidence in a world of change. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients.

Job Summary

We are seeking a highly motivated and detail-oriented Tax Planning and Research Specialist to join our Credits, Incentives & Methods (CIM) team. As a member of our team, you will be responsible for assisting with tax planning and research related to various items that affect the timing of income or deductions.

Key Responsibilities
  • Assist with tax planning and research related to various items that affect the timing of income or deductions
  • Develop an understanding of clients' businesses and industries to identify tax planning ideas
  • Assist in implementing multiple projects simultaneously, including client interviews, data gathering, analysis, computations, and preparation of tax filings
  • Document facts and positions and draft technical memoranda
  • Communicate effectively and respond timely to internal and external requests to drive the success of our engagements
  • Maintain competency through continuing education and obtaining additional professional certifications
Requirements
  • 90 credit hours completed
  • Working towards B.A. / B.S. degree or equivalent from an accredited university
  • Accounting major
  • Travel to assigned client locations is required; must have access to and ability to arrange for use of reliable modes of transportation to those locations
  • A minimum 3.0 GPA is preferred
Preferred Qualifications
  • Excellent written and verbal communication skills
  • Strong computer skills, including proficiency in Microsoft Excel
  • Ability to work effectively on a team
  • Ability to work and multitask in a fast-paced environment
About Our Culture

We offer a competitive benefits and compensation package for all our people. We provide flexibility in your schedule, empowering you to balance life's demands while maintaining your ability to serve clients. Our inclusive culture and talent experience enable us to deliver exceptional results for our clients.

Equal Opportunity Employer

RSM is an Affirmative Action and Equal Opportunity Employer. We do not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.



  • Fort Lauderdale, Florida, United States Chewy Full time

    About the PositionWe are excited to announce an opening for a Tax Compliance Specialist who will report directly to the Tax Manager. This role will focus on federal, state, and local tax compliance, research, month-end close activities, and various related projects. The primary objective is to ensure that all income tax functions are executed promptly and in...


  • Fort Lauderdale, Florida, United States Chewy Full time

    About the PositionWe are excited to announce an opening for an Income Tax Specialist who will report directly to the Tax Manager. This role is primarily focused on ensuring compliance with federal, state, and local tax regulations, conducting research, managing month-end close activities, and engaging in various projects and related tasks. The objective of...


  • Fort Lauderdale, Florida, United States Chewy Full time

    About the RoleWe are seeking a highly skilled Tax Compliance Specialist to join our team at Chewy. As a key member of our tax department, you will be responsible for ensuring the accuracy and timeliness of our federal, state, and local tax returns.Key ResponsibilitiesProcessing and Analysis: Process, analyze, and balance federal and state tax return filings...


  • Fort Lauderdale, Florida, United States Grant Thornton Full time

    About the RoleWe are seeking a highly skilled Tax Planning and Compliance Senior Associate to join our team at Grant Thornton. As a key member of our Income and Franchise Tax team, you will play a critical role in delivering exceptional tax planning, consulting, and compliance services to our clients.Key ResponsibilitiesLead client engagements from start to...

  • Tax Staff Accountant

    12 hours ago


    Fort Lauderdale, Florida, United States LHH Recruitment Solutions Full time

    Job SummaryWe are seeking a highly skilled Tax Staff Accountant to join our team at LHH Recruitment Solutions. As a key member of our financial services team, you will be responsible for providing expert tax planning and preparation services to our clients.Key Responsibilities:Prepare and Review Tax Returns: Prepare and review federal, state, and local tax...

  • Tax Manager

    7 days ago


    Fort Lauderdale, Florida, United States Top Tier Reps LLC Full time

    Job DescriptionTop Tier Reps LLC is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a key role in providing expert tax advice to our clients and ensuring compliance with all relevant tax laws and regulations.Key Responsibilities:Client Advisory: Serve as a trusted advisor to our clients, providing guidance on tax...


  • Fort Myers, Florida, United States RRC Solutions Group Full time

    About RRC Solutions GroupRRC Solutions Group is a leading provider of financial guidance and accounting services to high net worth individuals, small businesses, and freelancers in various industries.Job DescriptionWe are seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for overseeing tax planning, compliance,...

  • Tax Professional

    7 days ago


    Fort Lauderdale, Florida, United States Embraer Full time

    Job Summary:We are seeking a highly skilled Tax Specialist to join our team at Embraer. As a Tax Specialist, you will play a critical role in supporting the Tax Director with compiling information for quarterly/annual tax provisions and preparing federal, state, and local tax returns.Key Responsibilities:Support the quarterly/annual tax provision process and...


  • Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Position OverviewSalary: $65K - $90K DOEAbout Our FirmTobias Financial Advisors, established in 1980, provides customized wealth management and financial advisory services for high-net-worth individuals and business proprietors. We specialize in proactive tax strategies and effective life transitions. Our commitment to fiduciary duty and a collaborative...


  • Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job OverviewSalary: $65K - $90K DOEAbout UsTobias Financial Advisors, established in 1980, is dedicated to providing customized wealth management and financial advisory services to high-net-worth individuals and business proprietors. Our expertise lies in proactive tax strategies and navigating significant life changes. With a steadfast commitment to...


  • Fort Lauderdale, Florida, United States D&H National Research Center Full time

    Job OverviewSalary: $46,000 - $47,500 per yearLanguage Requirement: Spanish (Required)Position SummaryThis full-time, on-site position at D&H National Research Centers focuses on ensuring adherence to regulatory standards within the clinical research environment. The ideal candidate will possess strong analytical skills and a comprehensive understanding of...

  • Senior Tax Specialist

    2 weeks ago


    Fort Lauderdale, Florida, United States Ledgent Finance & Accounting Full time

    Position OverviewLedgent Finance & Accounting is collaborating with a reputable CPA firm to identify a Senior Tax Specialist. This organization is well-known for its presence in major financial hubs.The compensation package is competitive and will be determined based on the candidate's experience, with an expected range of $80,000 to $90,000. The firm...


  • Fort Lauderdale, Florida, United States Chewy Full time

    About the PositionWe are seeking a dedicated Income Tax Analyst who will report directly to the Tax Manager. This role is primarily focused on ensuring compliance with federal, state, and local tax regulations, conducting research, managing month-end close activities, and engaging in various projects and related tasks. The objective of this position is to...


  • Fort Lauderdale, Florida, United States Life Extension Full time

    Lead Clinical Research Specialist Job PostAre you a meticulous Clinical Research expert seeking a fulfilling career opportunity?Do you possess a minimum of 3 years of experience in Clinical Trials involving human participants?Are you open to a hybrid work arrangement?Are you interested in a company that offers a comprehensive benefits package, competitive...


  • Fort Lauderdale, Florida, United States County of Broward Florida Full time

    Position OverviewThe County of Broward Florida is actively looking for skilled individuals to fill the role of Records, Taxes, and Treasury Specialist. This position plays a crucial role in managing financial records and ensuring compliance with taxation regulations.Key ResponsibilitiesMaintain and organize financial documentation related to taxes and...


  • Fort Lauderdale, Florida, United States RSM Full time

    About RSMRSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.We have an unrivaled, inclusive culture and talent experience that sets us apart from others. Our exceptional people are the key to our success,...


  • Fort Lauderdale, Florida, United States RSM Full time

    About RSMRSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.We have an unrivaled, inclusive culture and talent experience that sets us apart from others. Our exceptional people are the key to our success,...

  • Tax Senior

    4 days ago


    Fort Lauderdale, Florida, United States Tandym Group Full time

    A leading public accounting firm, Tandym Group, is seeking a highly skilled and experienced professional to fill the role of Senior Tax Professional. This position is a key part of the firm's growing tax department and will play a crucial role in shaping the company's tax strategy.Key Responsibilities:Prepare and review complex tax returns, including...


  • Fort Lauderdale, Florida, United States Berkowitz Pollack Brant Full time

    About UsBerkowitz Pollack Brant is a leading certified public accounting firm with a strong commitment to delivering exceptional services to our clients.Job SummaryWe are seeking a highly skilled Senior Manager of Tax Services to join our team. As a key member of our tax department, you will be responsible for providing expert tax planning and compliance...


  • Fort Lauderdale, Florida, United States Broward County Public Schools Full time

    Job Title: Urban Development Specialist at Broward County Public SchoolsAre you dedicated to enhancing urban environments and fostering community well-being? We invite you to consider the role of Urban Development Specialist within our organization. In this position, you will be instrumental in evaluating the implications of proposed land use decisions by...