Tax Specialist

1 week ago

Solon, Ohio, United States Heffernan & Associates CPAS Inc Full time
Position Overview

We are seeking a dedicated Tax Specialist to join our team at Heffernan & Associates CPAS Inc. This role is crucial in providing exceptional tax services to our clients.

Key Responsibilities:
  • Experience: A minimum of 2 seasons in personal tax preparation is required, with a focus on handling at least 30 tax returns per season in a professional setting.
  • Commitment: Candidates must be available for a minimum of 35 hours per week during the tax season.
  • Knowledge: Familiarity with Circular 230 regulations is essential.
  • Technical Skills: Proficiency in technology and a solid understanding of computer operations and software are necessary.
  • Customer Interaction: Strong customer service skills are vital, with the ability to engage with clients in a professional and approachable manner.
  • Communication: Excellent verbal and written communication skills are required.
  • Analytical Skills: Critical thinking, problem-solving, and research abilities are important for success in this role.
  • Work Environment: Ability to thrive in a fast-paced environment with minimal supervision.
Assistance to Management:

The Tax Specialist will support the management team with:

  • Providing tax advice
  • Determining the need for additional information or documentation to finalize returns
  • Conducting tax calculations and preparing quarterly estimates
  • Filing tax extensions

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