Experienced Tax Specialist

2 weeks ago


Louisville, Kentucky, United States DMLO CPAs Full time

DMLO CPAs is seeking a seasoned Experienced Tax Specialist with expertise in gift, fiduciary, trust and estate tax returns to join our team of professionals.

We are looking for candidates who are available to work a minimum of 20 hours per week, offering a flexible schedule that accommodates individual needs.

As an Experienced Tax Specialist, your responsibilities will include:

  • Preparation of complex gift, fiduciary, trust and estate tax returns, ensuring accuracy and compliance with tax regulations.
  • Conducting detailed reviews on a variety of tax returns and raising potential tax issues, providing expert guidance to clients.
  • Completing tax planning for clients, analyzing financial data to optimize tax strategies.
  • Performing research on technical accounting and tax issues, staying up-to-date with changes in tax laws and regulations.
  • Mentoring staff, offering guidance and direction to ensure the highest level of service.
  • Maintaining strict confidentiality of all client matters, adhering to the highest standards of professionalism.
  • Performing other accounting and tax duties as needed, supporting the growth and success of our firm.

Education, experience, and skills we're looking for:

  • Bachelor's or Master's degree in Accounting, with a strong foundation in tax principles.
  • Minimum of 2 years experience in a public accounting firm, including preparation and/or review of gift, fiduciary, trust and estate tax returns.
  • CPA license preferred but not required, with a strong understanding of tax laws and regulations.
  • Well-rounded knowledge of accounting principles and tax, with the ability to analyze complex financial data.
  • Strong verbal and written communication skills, with the ability to effectively communicate with clients and colleagues.
  • Strong interpersonal skills, attention to detail and organization skills, with the ability to work independently and as part of a team.
  • Integrity and strong work ethic, with a commitment to delivering exceptional service.
  • Ability to balance multiple priorities well, with a focus on meeting deadlines and delivering high-quality results.
  • Team focus, with a willingness to collaborate and support colleagues to achieve shared goals.
  • Positive attitude, with a passion for delivering exceptional service and making a meaningful difference.

About DMLO CPAs

With 60+ CPAs and over 150 employees, DMLO CPAs is the largest locally-owned accounting firm in the Louisville area, offering a unique blend of expertise and personalized service. At DMLO, we know that the success of our firm begins with the individual skills, dedication and success of our staff at every level. We offer competitive compensation, benefits and a true work/life balance, accommodating individual schedules and enabling many of our team to maintain flexible schedules. You will have the opportunity to make a meaningful difference, while growing and developing your skills in a supportive and collaborative environment.



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