Tax Specialist

Scroggins•Cincinnati, OH

13d•Hybrid

About The Position

Scroggins is seeking a Senior Tax Specialist. The tax specialist prepares tax returns for third party clients in a proficient and professional manner. Also performs quality reviews of financial statements prepared by the accounting department. Client service is key for this role. This is a hybrid position. Following initial onboarding and training in our Cincinnati office, you can work remotely 1-2 days per week and in the office 3-4 days per week.

Requirements

Four-year degree in accounting or a related field
CPA or equivalent experience
High attention to detail
Possess strong analytical skills
Computer proficiency
High proficiency in common tax software
Advanced understanding of IRS filing procedures
Advanced understanding of tax regulations
Must maintain confidentiality of all client financial information.
Must be able to read financial statements and communicate with clients.
Applicants must be authorized to work in the United States and reside within commuting distance of our office.

Responsibilities

Prepare tax returns of all types-corporation (1120, 1120S), individual, partnership, trust, estate, and gift.
Prepare workpapers related to tax return preparation.
Review of corporate, individual, trust and estate taxes.
Conduct Research into tax issues.
Conduct tax planning with clients.
Interpret tax code changes.
Understand and manage tax situations related to self-employment income.
Build and manage client facing relationships.
Explain complex tax issues to clients in an understandable way.
Review of complex financial statements.
Conduct strategic tax planning.
Provide guidance to clients on financial issues with tax implications.
Mentorship of tax preparers and tax specialists.
Assist Medical Practice Management Consultants with preparation of productivity calculations.
Assist Medical Practice Management Consultants with tasks tied to year end corporate planning (i.e. closings).