Tax Specialist

<Job Summary>
Join our dynamic team as a ENTRY LEVEL Tax Specialist and become a vital contributor to our financial success! In this energetic role, you will leverage your expertise in tax regulations, accounting principles, and financial analysis to ensure compliance, optimize tax strategies, and support our organization’s growth. Your proactive approach will help us navigate complex tax environments, implement effective planning initiatives, and contribute to accurate financial reporting. This position offers an exciting opportunity for a detail-oriented professional passionate about delivering exceptional tax solutions within a fast-paced, innovative setting.

<Responsibilities>

• Prepare and review federal, state, and local tax returns, ensuring accuracy and compliance with current regulations.
• Conduct estate planning activities, including wills, trusts, and estate law considerations, to optimize client and organizational tax positions.
• Assist with corporate accounting tasks such as general ledger reconciliation, balance sheet analysis, and regulatory reporting.
• Support audits by providing documentation, explanations of financial transactions, and ensuring adherence to SOX (Sarbanes-Oxley Act) controls.
• Analyze financial statements and interpret complex financial concepts to advise management on tax implications and strategic decisions.
• Collaborate on mergers & acquisitions by performing due diligence related to tax liabilities and structuring opportunities.
• Maintain thorough knowledge of securities law, LIHTC (Low-Income Housing Tax Credit), GAAP (Generally Accepted Accounting Principles), and other regulatory standards affecting taxation.
• Support non-profit accounting functions such as accounts payable and asset management while ensuring compliance with relevant regulations.
• Perform detailed account reconciliation, analysis skills application, and financial report interpretation to support accurate financial statement preparation.

<Experience>

• Proven experience in tax preparation and planning within public accounting or corporate environments.
• Strong background in estate planning, wills & trusts law, securities law, and non-profit accounting is highly desirable.
• Demonstrated expertise in auditing processes, regulatory reporting, and SOX compliance procedures.
• Proficiency with accounting software such as QuickBooks, Xero, Sage, or similar platforms; experience with financial software is essential.
• Knowledge of financial concepts including double entry bookkeeping, debits & credits, budgeting, asset management, private equity, mergers & acquisitions.
• Excellent analysis skills with the ability to interpret complex financial data accurately.
• Familiarity with payroll processing and financial planning activities is a plus.
• Strong understanding of GAAP standards along with technical accounting principles related to financial statement analysis and preparation. Embark on a rewarding career where your expertise makes a tangible impact! We value energetic professionals who are eager to grow their skills in a collaborative environment that champions innovation in finance and taxation. Join us today to help shape the future of our organization through your exceptional tax knowledge!

Job Types: Full-time, Part-time, Seasonal, Contract

Pay: $1,300.00 - $3,000.00 per month

Benefits:

• On-the-job training
• Work from home

Work Location: Hybrid remote in Montgomery, AL 36106