Tax Specialist

Company: Edelstein & Company LLP
Location: Boston
Posted on: May 16, 2022

Job Description:

With over 50 years of certified public accounting and business consulting experience, Edelstein & Company LLP serves a wide range of clients from our base in the heart of the Boston financial district and in Burlington, MA. In addition to audit, tax, and consulting services, we also provide litigation support, wealth management, and medical practices management. This role will support the tax department. The Tax Specialist computes and prepares tax statements and records and meets all reporting requirements in a timely manner. This position also works on trust and estate work with additional opportunities to stay abreast on tax issues pertaining to other industries. Essential Functions: Accurately prepares and files all tax documents. Maintains tax calendar for all filing responsibilities to ensure timely filing. Ensures compliance with all relevant state/local, federal, and international tax laws and regulations. Researches and responds to state/local, federal, and international tax authorities to resolve tax issues. Develops and maintains audit trail and data reporting integrity for all tax needs. Monitors tax law changes. . Participates in development and implementation of tax strategy. Coordinates all income tax processes including but not limited to compliance, research, and planning. Prepares and files annual federal and state income tax returns and quarterly estimates. Assists with resolution of income tax audits. Recommends alternative tax treatments to alleviate or reduce tax burden. Coordinates implementation of tax accounting systems and control procedures. Assists with related special projects as required. Performs other related duties as assigned by management. Education, Skills and Experience: Bachelor---s degree; CPA licensure preferred, PFS, PFP or CFP a plus 4-5 years related experience or equivalent Proficient in ProFx Tax Software Experienced at managing client engagements Understand high net worth individual returns Demonstrated knowledge of tax laws Commitment to excellence and high standards Excellent written and verbal communication skills Ability to understand and follow written and verbal instructions Strong organizational, problem-solving, and analytical skills. Able to manage priorities and workflow Ability to work independently and as a team member Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm At Edelstein & Company, LLP, we provide competitive compensation and benefits, comprehensive training and group mentoring program, Study time and Generous CPA Exam bonus, Flexible Work Arrangements, Boston and Suburb (Burlington) locations, Tuition Reimbursement. To learn more about our company, please visit edelsteincpa.com

Keywords: Edelstein & Company LLP, Boston , Tax Specialist, Accounting, Auditing , Boston, Massachusetts