Tax Specialist

Westchester County, NY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Our client a reputable and forward-thinking accounting firm is seeking a Tax Specialist with strong client management skills tactical leadership ability and a passion for growing the business. This is a client-facing role for someone who combines technical tax expertise with strategic execution and entrepreneurial spirit.

Key Responsibilities

Serve as a primary point of contact for a diverse set of clients ensuring outstanding service and proactive communication
Oversee aspects of the client lifecycle including onboarding tax planning compliance and relationship management
Review and manage tax return preparation (individual corporate partnership) using CCH tax software
Actively contribute to firm growth by identifying cross-service opportunities and nurturing referral relationships

Requirements

Minimum of 2 years of experience in public accounting or tax advisory
CPA license required
Exceptional communication and interpersonal skills with the ability to build rapport and maintain long-term client relationships
Strong organizational skills and ability to manage competing priorities in a fast-paced environment
Entrepreneurial mindset with a desire to take ownership contribute to firm strategy and help shape future growth
Familiarity with CCH tax software and cloud-based financial tools
A passion for the work your clients do and a dedication to helping them succeed

Benefits

Competitive base salary with commission-based earnings potential
Comprehensive benefits package including health dental 401(k) and PTO
A flexible and supportive work culture that empowers leaders to innovate and grow