1mo ago

Senior Tax Preparer / Tax Specialist - Davis Advisory Group

United States·AlbuquerqueFull-timesenior

Finance & AccountingTax Specialist

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Quick Summary

Key Responsibilities

- Accurate Preparation: Prepare and review federal and state tax returns for individuals, Small Businesses and Trusts/Estates.

Requirements Summary

- Experience: Minimum of 4–6 years of dedicated tax preparation experience, preferably within a public accounting firm or wealth management environment.

Technical Tools

Finance & AccountingTax Specialist

Davis Advisory Group

Responsibilities

~1 min read

Requirements

~1 min read

- Experience: Minimum of 4–6 years of dedicated tax preparation experience, preferably within a public accounting firm or wealth management environment.

- Credentials: Completion of Annual Filing Season Program (AFSP) and IRS PTIN

- Active IRS Enrolled Agent (EA) status or Certified Public Accountant (CPA) license preferred but not required.

- Technical Skills: Proficiency with advanced professional tax software (e.g., Drake, UltraTax, ProConnect, Lacerte) and accounting tools (QuickBooks Desktop/Online).

- Expertise: Deep understanding of high-net-worth tax nuances, including investment income, real estate transactions, business entity structures, and estate/gift tax.

- Soft Skills: Immaculate communication skills, exceptional attention to detail, and a polished, professional demeanor suited for upscale clientele.