Tax Specialist
Support accurate US tax filings, research tax requirements, and help clients navigate filing with care as part of a collaborative team.
About the Role
We are seeking a detail-oriented US Tax Specialist to support tax preparation, compliance, and related client services. This role involves reviewing financial records, preparing and checking tax documentation, researching tax requirements, and helping ensure filings are accurate and completed on time.
The ideal candidate has hands-on experience with U.S. federal and state tax matters, strong analytical skills, and the ability to manage deadlines while handling sensitive information with discretion. Familiarity with tax preparation software and accounting systems is preferred.
What You'll Do
Prepare and review individual and/or business tax returns, supporting schedules, and related documentation.
Collect, organize, and verify financial records and tax information.
Review income, expenses, deductions, and credits for accuracy and completeness.
Support federal and state tax filings and compliance activities, as applicable.
Research tax rules and filing requirements to support accurate return preparation.
Identify missing information, discrepancies, and potential filing issues; follow up as needed.
Monitor filing timelines and help ensure returns and related documents are completed and submitted on time.
Communicate with clients and team members to clarify tax details and request supporting documentation.
Maintain organized tax files, workpapers, and supporting records.
Assist with tax notices, audits, amended returns, and other tax-related requests as directed.
Use tax preparation software, accounting systems, and spreadsheets to process and review financial data.
Protect confidential taxpayer and financial information in accordance with applicable requirements.
What We're Looking For
Experience in U.S. tax preparation, tax accounting, or a related tax role.
Knowledge of U.S. federal tax principles and familiarity with state tax requirements.
Experience preparing or supporting individual and/or business tax returns.
Familiarity with common tax forms, supporting documentation, and filing deadlines.
Proficiency with tax preparation software; experience with accounting platforms and spreadsheets is an advantage.
Strong analytical, numerical, and problem-solving skills.
Excellent attention to detail and the ability to review financial information accurately.
Ability to manage competing priorities and meet deadlines, particularly during tax season.
Strong written and verbal communication skills in English.
Professional judgment and discretion when handling confidential information.
A degree in Accounting, Finance, or a related field is preferred.
CPA, Enrolled Agent, or progress toward a relevant credential is an advantage.
Why Join?
Contribute to accurate and timely U.S. tax compliance for clients.
Build experience across tax preparation and compliance activities.
Develop tax research, financial analysis, and client support skills.
Work in a professional, collaborative, and client-focused environment.
- Department
- Finance/Audit/Accounting
- Locations
- Los Angeles, California, USA, North America, Arizona, United States, Keizer, San Diego, California
- Salary
- $50,000 - $90,000/year
- Employment type
- Full-time
- Employment level
- Professionals