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Anderson & Whitney, P.C.
Business Services Specialist
Career Insights for Tax Specialist
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Based on Colorado data
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What they do
A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
$81,900 / year median in Colorado
-4% projected decline
Job Description
Position Summary The Business Services Specialist provides accounting, bookkeeping, and client support services to closely held businesses, individuals, and industry-specific clients. This position serves as an extension of the firm's Tax and Audit teams by delivering the day-to-day financial management and compliance support clients need to operate their businesses efficiently. Bookkeeping & Accounting Services
- Perform monthly and quarterly bookkeeping services for clients.
- Record and reconcile cash, accounts receivable, accounts payable, payroll, and general ledger transactions.
- Prepare and review bank and credit card reconciliations.
- Generate monthly and quarterly financial statement preparations and compilations. Severance Tax Preparation & Management
- Prepare and file severance tax returns.
- Monitor filing requirements and deadlines.
- Reconcile production and revenue information.
- Respond to taxing authority notices and client inquiries. 1099, W2 and Quarterly Payroll Preparation & Compliance
- Manage annual 1099 reporting processes. Including preparation and review.
- Maintain W-9 records.
- Prepare and file Forms 1099 and related state reporting.
- Manage corrections and compliance questions.
- Payroll processing, W2 preparation and quarterly payroll tax return preparation.
- Tax Department Support
- Prepare workpapers and schedules.
- Support tax professionals during filing season.
- Perform tax work as needed or desired by the individual. Audit Team Support
- Prepare reconciliations and audit schedules.
- Assist clients with records needed for audits.
- Collaborate with audit staff on reporting improvements. Client Relationship Management
- Serve as a trusted advisor.
- Build strong client relationships.
- Identify additional service opportunities. Compensation Entry-Level (1-3 Years Experience): $50,000 - $65,000 annually, depending on experience, education, and qualifications. Annual performance and compensation reviews with bonus opportunities based on individual and firm performance. Benefits
- Health and vision insurance
- Long-term and Short-term disability
- Retirement plan with employer contribution or matching program
- Paid time off (PTO) and recognized holidays
- Flexible work arrangements based on client and firm needs
- Continuing Professional Education (CPE) and professional development support
- Professional membership dues and licensing reimbursement, as approved
- Career development opportunities within Business Services, Tax, and Advisory practices
- Employee wellness and work-life balance initiatives Why Anderson & Whitney?