Tax Specialist

BrownWinick • Des Moines, IA

2d

About The Position

The Tax Specialist supports the firm’s tax practice by preparing and processing a wide range of tax filings, maintaining compliance systems, and assisting with client service delivery. This role requires strong attention to detail, the ability to manage multiple deadlines in a fast-paced environment, and a high level of confidentiality. The Tax Specialist works both independently and collaboratively to support tax attorneys, manage workflows, and ensure timely, accurate filings.

Requirements

• Associate degree in accounting, finance, business administration, or a related field
• Minimum of 3-5 years of progressive experience in tax preparation, bookkeeping, or tax administration
• Proficiency with tax software (e.g. Thomson Reuters, ProSystem, similar) and QuickBooks
• Strong proficiency in Microsoft Office (especially Excel and Word)
• Strong understanding of tax preparation processes, compliance requirements, and bookkeeping principles
• Excellent organizational and time management skills with the ability to manage competing priorities and tight deadlines
• High level of accuracy and attention to detail, including proofreading and data validation skills
• Ability to analyze information and resolve issues using sound judgment
• Strong written and verbal communication skills with the ability to interact professionally with attorneys, staff, and clients
• Ability to maintain strict confidentiality with sensitive financial and client information
• Demonstrated ability to work both independently and collaboratively in a team environment
• Adaptability and resilience in a fast-paced, deadline-driven environment, especially during peak tax season
• Ability to learn and apply new systems, processes, and regulatory updates

Nice To Haves

• Bachelor’s degree
• Experience preparing federal and state tax returns (individual, corporate, partnership, fiduciary, and nonprofit)
• Experience with e-filing systems and compliance tracking tools

Responsibilities

• Prepare and process a variety of tax returns, including individual, corporate, partnership, fiduciary, foundation, payroll, and excise tax filings
• Manage e-filing processes, including submission, tracking, and resolution of rejected filings
• Prepare and distribute tax organizers, 1099s, W-2s, and other required tax documents
• File extensions and ensure all federal, state, and local filing deadlines are met
• Maintain accurate tax records, documentation, and electronic filing systems
• Perform bookkeeping services for designated clients, including account reconciliations and journal entries using QuickBooks
• Prepare financial reports such as trial balances, financial statements, and supporting schedules
• Assist with quarterly tax projections and periodic compliance filings (e.g., sales tax, household employee reporting)
• Communicate with clients to gather information, clarify documentation, and provide status updates
• Conduct basic tax compliance research and support attorneys with documentation and analysis
• Administer tax software systems, including user setup, annual roll-forwards, and authorization renewals
• Track key deadlines and proactively manage workflow to meet peak season demands
• Provide guidance and support to team members on tax systems and processes
• Order and manage tax-related supplies and resources
• Support special projects and perform other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree