Taxation Specialist

R Berger & Company CPAs PC is looking for a temporary Taxation Specialist with the opportunity for a permanent role for the right individual.

Key Responsibilities:

• Prepare both individual and corporate tax filings.
• Engage with clients to collect essential information and documentation for tax preparation.
• Enter data from financial statements into accounting software.
• Evaluate financial data to ensure all applicable deductions and credits are accurately applied.
• Manage tax returns for a diverse portfolio of clients.
• Actively communicate with clients and address ad hoc requests and inquiries.
• Demonstrate the ability to work autonomously as well as collaboratively in a dynamic environment.
• Contribute effectively as a team member to accomplish project objectives.
• Regularly update supervisors on work progress and client-related matters.
• Complete additional assignments as required.

Minimum Qualifications:

• 3-6 years of relevant experience in tax preparation.
• Bachelor's degree in accounting or a related business field from an accredited institution.
• Proficient in Microsoft Office applications and Tax Accounting Software.
• Excellent communication and time management abilities.

Preferred Qualifications:

• Possession of an active CPA license in good standing.
• Familiarity with CCH ProSystem FX, Karbon, and QuickBooks.

Technical Requirements:

The ideal candidate must have access to a computer, Microsoft Software, and high-speed internet connectivity.