Tax Staff, Robert Half

Robert Half

Location:
United States, Grimes

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for an experienced Tax Staff member to join a leading financial services firm. This role is ideal for someone passionate about tax work in public accounting but seeking a balanced approach to working hours. As a key member of the team, you will play an integral role in providing exceptional tax services and strategies to clients while staying informed about the latest tax legislation.

Job Responsibility:

Support the preparation and review of financial statements to ensure accuracy and compliance
Assist clients in navigating federal and state tax audits, including negotiating favorable tax positions
Develop and implement tax planning strategies tailored to client needs, while identifying opportunities for additional services
Deliver timely, high-quality service that consistently exceeds client expectations
Address client inquiries and resolve concerns proactively, escalating issues when necessary
Conduct workshops and presentations for clients and prospects on topics such as retirement tax strategies, basic tax planning, and legislative updates
Stay informed on evolving tax laws and assess their implications for clients' financial and retirement plans

Requirements:

Bachelor's degree in Accounting is required
Minimum of 3 years of experience in tax preparation and planning within public accounting
Proven expertise in individual tax return preparation
Strong knowledge of tax planning strategies and compliance
CPA designation or actively working towards obtaining it
Excellent communication and presentation skills for client interactions
Ability to adapt to changes in tax legislation and apply them effectively to client scenarios

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
September 06, 2025

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Tax Staff