Tax Specialist

2-12 years of experience in a full-service tax accounting firm / Top CPA firm

Must be proficient with Excel and have experience with Tax Software. (Experience with UltraTax CS/ Gosystems is a plus.)

•    Prepare Federal U.S. tax returns for Individuals (Forms 1040, 1040-NR, and FinCEN Form 114). (Experience with taxes in a foreign jurisdiction is a plus.)

•    Prepares Federal U.S. tax returns for C Corporations (Forms 1120), S Corporations (Form 1120-S), and Partnerships (Form 1065) (state tax returns experience a plus). (Experience with taxes in a foreign jurisdiction is a plus.)

•    Prepare (or be familiar) with International Tax Compliance forms for Individuals with foreign companies (Forms 5471, 5472, 8858, 8865, 926, 1116, 2555, 8938, and FinCEN Form 114 [FBARs]).

•    Prepare/Review Financial Statements including Income Statements, Balance Sheets, and Trial Balances in accordance with GAAP for real estate / passive activity companies.

•    Being Open to Obtaining a US VISA and traveling is a PLUS

ensure accuracy of tax deliverables and supervise and mentor staff. Also, they are required to assist with strengthening relationships with the client.

•    Prepare and review complex U.S. individual tax returns including Form 1040 and

•    Related schedules (e.g., Schedule C, Schedule E, Forms 2555, 1116, 8938, 8621, 5471, 8865, etc.).

•    Handle expatriate and international tax filings, including 1040NR returns.

•    Review tax work papers and ensure accurate and timely preparation of federal and state returns.

•    Advise on tax planning strategies and identify opportunities for tax savings.

•    Respond to client inquiries, tax audits, and IRS/state notices in a timely and professional manner.

•    Conduct first-level review of tax returns and supporting documentation.

•    Stay current on changes in tax laws and regulatory updates; perform in-depth tax research as required.

•    Support the onboarding of new clients in collaboration with the Director and CEO.

•    Lead workflow optimization and process improvement initiatives