Tax Specialist

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, and partnerships.
• Conduct tax research and stay informed on changing tax laws and regulations.
• Communicate directly with clients to gather financial data, answer tax-related questions, and provide guidance.
• Identify tax-saving opportunities and strategies for clients.
• Assist with IRS and state notices, inquiries, and audits.
• Maintain accurate and organized client files and documentation.
• Collaborate with team members to ensure deadlines are met during tax season.
• Provide exceptional client service with professionalism and confidentiality.

Qualifications

• 2 years of experience in tax preparation.
• CPA, EA, or progress toward certification (preferred).
• Bachelor’s degree in Accounting, Finance, or related field (preffered).
• Strong knowledge of federal and state tax laws for individuals and businesses.
• Proficiency in tax software (UltraTax, Drake, ProSeries, or similar) and Microsoft Excel.
• Excellent attention to detail, time management, and organizational skills.
• Strong communication skills and ability to explain tax matters clearly to clients.

What We Offer

• Competitive compensation and benefits package.
• Professional growth and continuing education opportunities.
• A supportive, team-oriented work environment.
• Exposure to a wide range of client industries and tax scenarios.

At Haven Group CPA & Advisors, we’re more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we’re looking for talented, passionate individuals who want to make an impact.

We offer a supportive work environment and plenty of opportunities to learn and grow your career. If you’re ready to be part of a team that values both professional excellence and people, we’d love to hear from you!