Tax Specialist IV

Job Summary:

The Tax Specialist IV is responsible for preparing complex tax returns and workpapers for individuals using predominantly SurePrep, GoSystems and Adobe.

Job Duties:

• Organizes documents received from Client Relationship Team ("CRT")
• Prepares and processes individual income tax returns
• Completes workpapers using software SurePrep and/or Adobe and/or Excel
• Performs appropriate referencing and documentation in software or on workpapers
• Completes all return processing in GoSystems or other forms preparation software
• Interacts with internal team to gain information, documents and data necessary to complete assigned tasks
• Communicates significant issues to Tax Lead or Management
• Meets internal deadlines to match the internal client expectations for timely delivery of service, and ensures data is collected and processed in a timely manner to comply with deadlines and filing requirements
• Maintains client data accurately and effectively
• Uses firm document storage processes, procedures and tools to manage data
• Complies with all firm policies, standards and BSC client procedures
• Complies with Tax Quality Manual
• Assists Specialists levels II and III with day-to-day questions and issues, as needed
• Assists Tax Leads with review of basic returns and workpapers
• Other duties as required
  
  

Qualifications, Knowledge, Skills and Abilities:

Education:

• High School diploma or equivalent, required
• Associate degree in Accounting, Finance, or Business Administration, preferred

Experience:

• Four (4) or more years of general accounting, tax experience, or equivalent experience earned working in public accounting or consulting, required
• One (1) or more years of experience preparing individual tax returns, required

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, Word and Adobe, required
• Proficient in the use of tax applications and research such as OneSource, SurePrep, GoSystems, GoFileRoom and DataFlow, preferred

Other Knowledge, Skills & Abilities:

• Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working in coordination with other professionals
• Ability to understands and maintains confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Capable of following procedures and communicating issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $25.00/hr - $28.00/hr
Maryland Range: $25.00/hr - $28.00/hr
NYC/Long Island/Westchester Range: $25.00/hr - $28.00/hr