Position Overview
Description We are looking for a tax specialist to join a Financial Services team, supporting a broad client portfolio across multiple industries. This position offers the opportunity to manage tax and accounting work from preparation through client guidance, while contributing to a collaborative environment focused on quality service and career growth. The role is well suited for someone who enjoys balancing technical tax work with direct client interaction and advisory support.
Responsibilities:
• Prepare and examine a range of tax filings, including returns for corporations, partnerships, individuals, fiduciaries, and nonprofit organizations.
• Coordinate tax and accounting engagements from initial planning through final delivery, ensuring accuracy, timeliness, and compliance.
• Perform tax research and translate findings into practical recommendations that support client planning and reporting needs.
• Provide bookkeeping assistance and help produce financial s...