What are the responsibilities and job description for the Tax specialist position at MBE CPAs?
What's the role?
Tax Specialists are a key part of the 1040 individual tax team responsible for managing client relationships while ensuring final annual tax products for individuals are produced and delivered to client within expected timelines. This includes :
- Preparing tax records and reports for 1040 individual tax clients.
- Assisting clients with IRS correspondence when appropriate.
- Preparing 1099's and other year-end work.
- Assisting with client bookkeeping including bank reconciliations, deposits, ledger entries, office filing, account receivable, and accounts payable.
- Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.
What experience and skills do I need to be successful?
- Bachelor's Degree in Accounting highly desired or equivalent work experience.
- EA or CPA certification highly desired or ability to attain.
- Bookkeeping, accounting, and / or tax experience within a public accounting firm highly desired.
Great Perks and Benefits :
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition :
- Onsite, hybrid, or remote work arrangements. Remote work allowed.
- Relocation packages including ability to work remotely during transition to area.
- FSA / HSA account options.
- Paid Time Off (PTO).
- 401k employer matching program to save for retirement.
- Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
- Bonuses for helping with business development leads.
- Incredible potential for upward mobility and career growth.
What will my schedule look like?
At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time.
We also welcome part time and seasonal team members!
So how can I be considered for these opportunities?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPA's openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.
More about the MBE Affiliate Group :
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys.
We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 14 office locations including 11 in Wisconsin in Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus 1 office in Chandler, Arizona and offices in Scottsbluff and Kimball, Nebraska. Learn more here :
Last updated : 2024-07-17
