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MAI Wealth Management
Independence, OH | Full Time
$56k-70k (estimate)
11 Months Ago
Tax Specialist
MAI Wealth Management Independence, OH
$56k-70k (estimate)
Full Time 11 Months Ago
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MAI Wealth Management is Hiring a Tax Specialist Near Independence, OH

 
GENERAL JOB DESCRIPTION

The Tax Specialist in the Tax Department is responsible for supporting all tax services provided to clients and contributing as a key member of the Tax team. Under the direction of a Senior Tax Advisor & Team Leader, the Tax Specialist helps to prepare individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns, as well as, annual reports for a wide variety of high-net-worth clients.

MAJOR DUTIES AND RESPONSIBILITIES

  • Assists with the preparation of individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns and annual reports for high-net-worth clients.
  • Works with various departments at MAI, including Sports & Entertainment and Wealth Management for general tax planning, including quarterly estimates and year-end projections.
  • Ensures all internal controls and procedures are followed for accuracy.
  • Assists team with overall client tax needs according to commitments and standards set forth by the Tax department.
  • Provide tax support to clients and responds to various client notices received from the federal, state, and local governments.
  • Works with federal, state, and local governments to ensure that clients receive their tax refunds in a timely manner.
  • Assists with planning and executing IRS audits as Power of Attorney, including preparing supporting documentation, tying out line items of the tax return, and working with IRS auditors to reach a mutual agreement on the clients’ behalf.
  • Contact for GoSystem RS software support regarding issues with our tax software; assists other team members with computer issues, especially those relating to our tax software.
  • Updates GoFileRoom/FirmFlow software on a regular basis to ensure that all Tax team members are informed of tax return statuses.
  • Serves as bookkeeper/controller for various client entities, prepares journal entries for all financial activity, reviews general ledgers for accuracy, and prepares and reconciles financial statements.
  • Assists with the organization, planning, and execution of independent audits of non-profit foundations; works with external auditors as the audits progress; prepares supporting documentation and financials, and ensures financial statements are in accordance with GAAP.
  • Works with Tax Advisors to prepare financial statements and tax returns for partnerships with various LLC’s and entities under its ownership, including tracking basis and yearly activity of each entity, working with external advisors to ensure all activity has been accounted for and to determine if any new activities were implemented, and keeping each entity current with its respective state filing requirements.
  • Participates in practice development activities that lead to new business and opportunities for cross-serves.
  • Assists other team members with computer issues, especially those relating to our tax software; researches complex tax issues.
  • Sets up and terminates client entities with the IRS and the states’ Secretary of State and Department of Taxation offices.

EXPERIENCE/CREDENTIALS

  • Bachelor’s degree in Accounting or related field
  • Certified Public Accountant or CPA candidate preferred
  • Two to three years’ experience in accounting, professional services, or related field

COMPETENCIES

  • Knowledge of current tax law, especially as it pertains to high-net-worth individuals and professional athletes.
  • General understanding of Generally Accepted Accounting Principles (GAAP).
  • Ability to thrive in a fast-paced and dynamic team-based, collaborative environment.
  • Excellent verbal and written communication skills and ability to communicate effectively with both internal team members and clients and their advisors.
  • Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships; works effectively as both a team member and an individual contributor.
  • Proficient in Microsoft Office (Outlook, Word, Excel, Adobe, PowerPoint).
  • Experience with specialty tax and accounting software, such as GoSystem Tax RS, GoFileRoom/FirmFlow, SurePrep, CCH Axcess, Bloomberg Tax and BNA Planner.
  • Detail-oriented with demonstrated time management and analytical skills; able to maintain flexibility to appropriately prioritize and execute to meet client and firm needs and support peak volumes and aggressive deadlines.
  • Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices.
  • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.

FEATURED BENEFITS: 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement

Job Summary

JOB TYPE

Full Time

SALARY

$56k-70k (estimate)

POST DATE

04/20/2023

EXPIRATION DATE

09/06/2023

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The job skills required for Tax Specialist include Tax Return, Accounting, CPA, Tax Planning, Tax Laws, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Tax Specialist positions, which can be used as a reference in future career path planning. As a Tax Specialist, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Specialist. You can explore the career advancement for a Tax Specialist below and select your interested title to get hiring information.

If you are interested in becoming a Tax Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Tax Specialist can also specialize within their field.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Specialist jobs

The term “tax specialist” can refer to a variety of positions and roles, tax accountants, tax advisors, tax preparers, tax managers, etc.

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Pay taxes on employment compensation.

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Complete Minimum Education Requirements.

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Take the CPA exam and apply for a license.

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Apply for a job as a tax specialist

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Step 3: View the best colleges and universities for Tax Specialist.

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