Tax Processing Specialist

CBIZ • Kansas City, MO

6d • Onsite

About The Position

This role involves assisting in the planning and preparation of tax assignments across various industries including Real Estate, Construction, and Healthcare. The specialist will prepare and review federal and state tax returns for different entity types and individuals, develop tax compliance knowledge, and assist with IRS audits and tax notice responses. A key aspect of the role is building and maintaining strong client relationships by providing exceptional service, individual attention, and understanding client goals. The position requires maintaining the highest professional standards, client confidentiality, and personal conduct.

Requirements

• High School Diploma or GED required
• Bachelor's degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

Nice To Haves

• Master's degree in Accounting, Taxation or related field preferred
• Active participation in student organizations or work experience in accounting or a related field is a plus, but not required

Responsibilities

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignments from beginning to end
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED