Tax Specialist

Position Overview:

Key Responsibilities:

• Prepare and check tax returns for businesses and organizations, including Forms 1065, 1120S, 1120 (state), and 990, covering multiple states

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• Prepare and review business and nonprofit tax returns, including Forms 1065, 1120S, 1120 (state), and 990 across multiple states. 
• Handle partnership tax filings, including rental real estate, private equity, and passthrough entities. 
• Ensure accurate reporting for Schedule K-1s, partner allocations, guaranteed payments, and capital accounts. 
• Manage complex structures, including multi-tiered partnerships and entities. 
• Oversee multiple tax projects at the same time, meeting deadlines and quality standards. 
• Use tax software like GoSystem; experience with CaseWare FACS is a plus. 
• Support and mentor junior team members, helping with training and development. 

• Prepare and review partnership tax returns (Form 1065) and corporate tax returns (Form 1120).
  
• Conduct research on complex tax issues related to partnerships, S corporations, C corporations, trusts, and estates.
  
• Collaborate with clients to gather necessary documents and information for tax preparation.
  
• Ensure compliance with federal and state tax laws by staying up-to-date on changes in taxation policies and regulations.
  
• Provide guidance on individual income tax matters including Form 1040 preparation.

Qualifications & Skills:

• Minimum 4 years of relevant experience in U.S. taxation

  (primarily with Forms 1065 and 1120S)

  . 
• Should possess strong technical expertise in calculating tax adjustments and identifying potential tax-related issues. 

• Technical Knowledge

  : Solid understanding of GAAP, partnership taxation, and multi-state tax regulations. 

• Skills:

  Proficient in Microsoft Office with strong communication and time management skills.