What are the responsibilities and job description for the Senior Tax Specialist position at CSI Group, LLP?
About the Company:
CSI Group is a fast growing, family owned, Wall, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career minded talent that is excited about participating and being a part of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path.
About the Role:
The Senior Tax Specialist assists clients in preparing and filing their tax returns accurately and on time. This role involves understanding tax laws, identifying deductions and credits, and ensuring clients maximize their tax refunds or minimize their tax liabilities. Tax Preparers work closely with individuals and small businesses.
Responsibilities:
- Prepare and File Tax Returns: Gather client information, calculate taxes owed or refunds due, and complete tax forms for submission.
- Review Financial Records: Analyze financial statements, income, and expense records to ensure accurate tax preparation.
- Stay Updated on Tax Laws: Keep abreast of changes in federal, state, and local tax laws and regulations.
- Identify Deductions and Credits: Advise clients on potential deductions, tax credits, and other strategies to minimize tax liabilities.
- Ensure Compliance: Verify accuracy of data and ensure tax filings comply with legal standards and regulations.
- Provide Client Support: Answer client inquiries, offer tax advice, and address any concerns regarding their tax situation.
- Handle IRS Correspondence: Assist clients with audits, notices, and any other communication from tax authorities.
- Maintain Confidentiality: Safeguard client data and maintain strict confidentiality regarding financial information.
Qualifications:
- Education: High school diploma or equivalent; Associate’s or Bachelor’s degree in Accounting, Finance, or a related field is preferred.
- Certification: Enrolled Agent (EA) is advantageous; CPA is a plus.
- Experience: Prior experience with high volume tax preparation and processing.
- Knowledge: Strong understanding of tax preparation software and tax laws.
- Skills: Excellent analytical, communication, and customer service skills; attention to detail; ability to work under pressure, especially during tax season.
