• Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules
• Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls
• Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
• Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
• Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
• Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
• Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers
• Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations
• Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes.

Tax Analyst

• Oversee the preparation and review of tax returns for various entities
• Provide tax insights, conduct in-depth research, and prepare memos on complex tax issues
• Act as a mentor with teammates, fostering a culture of continuous learning and professional growth
• Review and ensure high-quality tax compliance while adhering to the firm's standards
• Prepare complex individual, corporate, and partnership tax returns as needed
• Maintain current knowledge of tax law changes, accounting procedures, and emerging tax issues
• Assist in developing and monitoring tax quality control policies and procedures
• Contribute to delivering high-quality tax services and planning support
• Participate in business development activities and relationship-building efforts

Senior Tax Reviewer

• Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients
• Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer
• Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax
• Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control
• Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor
• Lead client meetings independently on all tax matters; step into any advisory conversation with confidence
• Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations
• Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on
• Mentor and develop junior staff as the team grows

Tax Manager

• Join our centralized tax processing team to prepare individual tax returns (Form 1040 and related schedules) in a paperless environment.
• Enter client data into tax prep software.
• Prepare tax returns in accordance with firm policies.
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual.
• Ensure client confidentiality by following all company procedures regarding information handling.

Tax Preparer – Part-Time

• Prepare individual tax returns (Form 1040 and related schedules)
• Enter client data into tax prep software
• Prepare tax returns in accordance with firm policies
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual
• Ensure client confidentiality by following all company procedures regarding information handling

Tax Preparer – Full-Time

• Apply and grow strategic and tactical capabilities to exceed marketing, sales, and revenue goals
• Drive multi-channel acquisition, customer expansion and partner marketing plans for corporate tax products and services
• Develop and execute marketing programs and events that drive demand
• Spearhead outbound activities to expand market share
• Establish, measure and interpret KPIs
• Collaborate with Sales, Marketing and Partner teams to bridge lead-to-closed/won process
• Create, localize and customize content based on audience and segment
• Validate efficacy of leads-to-closed/won processes and measurement; improve as needed

Senior Marketing Specialist, CP & ESG Corporate Tax

• Responsible for the preparation, compilation and processing of moderately complex tax returns, supporting schedules, forms and worksheets.
• Analyze and maintain tax records and perform account reconciliations.
• Research tax issues and provide appropriate recommendations.
• Work on special projects and assist other less experienced staff.
• Contribute to analysis of tax provisions, business changes and corporate restructuring. This includes making recommendations and performing complex research and related assignments.
• Utilize appropriate tools to obtain data necessary to support tax calculations, tax payments and related journal entries.
• Responsibilities may include extracting and analyzing data from internal systems, Statutory Annual Statement, and other financial documents.
• Assist in the development and implementation of tax planning strategies.
• Assist on tax audits.
• Perform other duties as assigned.

Senior Tax Specialist – Federal

• Partnering with tax workflow solutions consultant and delivering content for mid-market, large and strategic customers.
• Working closely with presales leadership to help influence sales, marketing, product marketing, sales enablement and product.
• Influencing sales revenue by providing customers, prospects and sales reps with technical information, advice, and demonstrations.
• Coordinating product trainings, creating and delivering scripts and client-facing videos, highlighting current industry and customer trends.
• Offering valuable insights into customer and competitor trends that influence the overall strategy for our go-to-market plans.
• Mentoring and coaching solutions consultants with a goal of continual improvement and career progression.
• Assisting in creating training and development plans to ensure long-term sales success.

Tax Workflow Lead

• Advise internal business and risk management teams on interpretation of U.S. Federal and State tax withholding and information reporting requirements and their application to a broad range of financial products and payment types
• Develop and maintain job aids and other tools to facilitate the efficient and effective implementation of business processes and controls that ensure compliance with applicable regulations and industry best practices
• Understand compliance and risk management requirements for supported area
• Apply extensive specialized knowledge and act as internal consultant or final authority in area of expertise
• Provide comprehensive tax technical expertise in the research of complex issues and transactions
• Identify opportunities requiring complex tax research, prepare memorandums and make recommendations relating to U.S. Federal and State tax withholding and information reporting risk reduction strategies
• Direct the work of less experienced staff
• Develop relationships with business unit leaders and enterprise staff function leaders to support their business needs and objectives and provide consultation and advice on complex tax withholding and information reporting issues
• Interface with external agencies, jurisdictional tax authorities or industry forums
• Work with stakeholders to implement key tax withholding and information reporting risk management initiatives

Lead Tax Analyst

• Lead or participate in moderately complex lifecycle initiatives and support tasks related to fiduciary, charitable, estate, gift, and inheritance tax requirements and tax return preparation
• Maintain databases which track the preparation of tax and information returns, receipt, and disposition of tax notices from federal and state taxing authorities, and confirmation and receipt of fiduciary tax refunds
• Independently resolve moderately complex issues and recommend opportunities for process improvement and risk control development
• Collaborate and facilitate coordination with trust and estate administrative officers, midlevel trust and trust directors to resolve issues and achieve goals
• Manage expertise in the following operational processes including reviewing and/or validating Forms W-8 and W-9 for withholding tax purposes
• Resolve moderately complex escalated issues with internal and external accountants and clients to complete the tax compliance process
• Research moderately complex business risks, influence policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Contribute to overall effectiveness of the team and collaborate with colleagues and managers to resolve issues and achieve goal

Senior Tax Analyst – Fiduciary Tax

• Supervise and coach teams to deliver top-quality tax services
• Manage client service accounts and engagement workstreams
• Solve complex problems and develop innovative solutions
• Leverage technical knowledge and industry insights
• Drive digitization, automation, and increased efficiencies
• Foster a culture of continuous improvement
• Maintain deliverables that meet client and firm standards
• Collaborate with cross-functional teams

Insurance Tax Manager

• Prepare workpapers and consolidated federal & state corporate income tax returns
• Identify opportunities to minimize income tax liability
• Assist with the preparation of the monthly, quarterly, and year-end income tax provision calculations and associated journal entries, as well as supporting memos.
• Assist with the preparation of quarterly estimated tax payments
• Assist with the preparation of the company’s non-income tax returns, such as excise, sales/use, gross receipts, etc.
• Perform tax research and document tax positions
• Assists with income tax audits, notices, and other ad-hoc tax matters as the need arises

• Oversee preparation and filing of indirect tax returns monthly
• Research indirect tax requirements for new activities and entities
• Determine personal property tax requirements and review renditions in various tax jurisdictions
• Review tax inquiries and lead exemption certificate management
• Manage tax calendar, matrices, tax rates, and general ledger account reconciliations
• Review of Vertex calculations, optimize configuration of system with technology partners
• Develop and improve indirect tax procedures
• Manage sales, use, excise, and property tax audits
• Manage resolution of sales, use, excise, and property tax notices from state and local tax authorities

Indirect Tax Team Lead

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• Working on multi-state income tax planning and compliance
• Leading teams and managing client accounts with strategic planning
• Mentoring junior staff to enhance their professional growth
• Maintaining project success and upholding standards of quality
• Motivating and inspiring team members to deliver exceptional results
• Leveraging team strengths to meet client expectations
• Identifying opportunities that contribute to the firm's success
• Embracing technology and innovation to enhance service delivery

See all jobs on JobTailor

Tax Analyst

Senior Tax Reviewer

Tax Manager

Tax Preparer – Part-Time

Tax Preparer – Full-Time

Senior Marketing Specialist, CP & ESG Corporate Tax

Senior Tax Specialist – Federal

Tax Workflow Lead

Lead Tax Analyst

Senior Tax Analyst – Fiduciary Tax

Insurance Tax Manager

Tax Analyst

Indirect Tax Team Lead

Tax Writer

State and Local Tax – Income Franchise Manager