Financial Services Tax Specialist

1 week ago


Cincinnati, Ohio, United States RK Partners Full time
Job Description

We are seeking a passionate and driven candidate to join RK Partners as a Financial Services Tax Specialist.

About the Job:

In this role, you will have the opportunity to build and collaborate with clients in the ever-evolving world of tax services.

What You Can Expect:

  • Hands-On Experience: Prepare individual, trust, and business tax returns, diving into complex scenarios and staying informed on new tax laws and accounting practices.
  • Client Interaction: Develop a solid understanding of client financial situations and tax liabilities, setting the stage for long-term relationships and exceptional client service.
  • Continuous Learning: Participate in seminars, training, and ongoing education to stay ahead of the curve and expand your skill set.
  • Growth Potential: As we expand, you'll have opportunities to learn or build on bookkeeping for small businesses, further enhancing your skills and expertise.

Requirements:

  • Eager Learners: Master new tax software like Lacerte, QuickBooks, or client portals, with training and support provided to ensure success.
  • Analytical Thinkers: Navigate complex tax scenarios with strong analytical and critical thinking skills, delivering accurate and timely tax filings.
  • Excellent Communicators: Effectively interact with clients and team members through strong verbal and written communication skills.
  • Detail-Oriented Professionals: Ensure organized approaches and attention to detail result in accurate and timely tax filings.
  • Client Service Enthusiasts: Focus on client satisfaction, delivering exceptional service and building lasting relationships.

Qualifications:

  • Educational Background: Bachelor's degree in Accounting or Finance, or associate accounting degree with a tax focus.
  • Professional Experience: 1-3 years experience with business and personal tax returns.
  • Professional Aspirations: CPA, CPA Candidate, or EA status is a plus, accelerating growth within our firm.

Compensation: $60,000 - $80,000 per year, depending on experience.



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