Tax Specialist

4 days ago


Austin, Texas, United States SWBC PEO Full time

SWBC PEO is seeking a highly skilled Tax Specialist to join our team. As a Tax Specialist, you will play a critical role in ensuring the timely and accurate preparation and submission of state and local tax payments, filings, and associated research.


Key Responsibilities:



  • Prepare and submit state and local tax payments, filings, and associated research in a timely and accurate manner.
  • Correspond with tax authorities regarding tax issues and resolution of questions on returns filed.
  • Assist with quarterly client billing reconciliations and provide support to the Payroll department with various tax adjustments.
  • Register new tax accounts and follow state procedures for gaining access to tax accounts and researching associated tax requirements.
  • Communicate with clients to ensure successful transition of tax accounts during onboarding and offboarding.

Requirements:



  • Bachelor's Degree in Accounting or a related field.
  • At least 3 years of experience in accounting and/or payroll tax, with a strong analytical and organizational skillset.
  • Experience in filing quarterly tax filings, including Form 940/941.
  • CPA and tax background.
  • Experience in out-of-state taxes.
  • Intermediate to advanced working knowledge of MS Office, Word, and Excel, with the ability to master other software in a reasonable amount of time.
  • Excellent communication skills and the ability to work effectively with all levels of management, exercising discretion and independent judgment while performing duties with limited supervision.
  • Working knowledge of Generally Accepted Accounting Principles (GAAP).
  • Ability to sit for long periods of time executing, updating, and validating personal computer applications.

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