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Tax Preparation Specialist

None • Mesa, AZ, US • published 2026-10-08 09:03:35.765418

Description

### **Position Summary** The Tax Preparation Specialist plays a critical role preparing tax filings and required disclosure statements, researching and documenting issues related to tax returns, and assisting management with tax planning initiatives. Reporting directly to the Tax Manager, the Tax Preparation Specialist will be an integral part of a small team with the goal of delivering excellent service to individual, business and partnership clients. Expertise will be developed with both nonprofit and for\-profit returns. To enhance work/life balance, the firm work schedule provides every other Friday off.### **Key Responsibilities** Tax Preparation* Maintain tax preparation priorities, deliverables, and deadlines * Prepare personal, business and partnership returns. * Work with efficiency and effectiveness. * Work independently or as part of a team * Train on and adapt to different processes and methods * Duties include but are not limited to workpaper write\-ups, obtaining and saving client documents, journal entries, and some bookkeeping. Other Responsibilities* Provide supporting documentation for audits * Assist with month\-end closing * Update and reconcile the sub\-ledger ...

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