Tax Specialist

BrownWinick Law Firm - Tax Specialist

Position Summary

The Tax Specialist supports the firm’s tax practice by preparing and processing

a wide range of tax filings, maintaining compliance systems, and assisting with

client service delivery. This role requires strong attention to detail, the

ability to manage multiple deadlines in a fast-paced environment, and a high

level of confidentiality. The Tax Specialist works both independently and

collaboratively to support tax attorneys, manage workflows, and ensure timely,

accurate filings.

Education & Experience

• Associate degree in accounting, finance, business administration, or a

related field (Bachelor’s preferred)

• Minimum of 3-5 years of progressive experience in tax preparation,

bookkeeping, or tax administration

• Experience preparing federal and state tax returns (individual, corporate,

partnership, fiduciary, and nonprofit) preferred

• Proficiency with tax software (e.g. Thomson Reuters, ProSystem, similar) and

QuickBooks

• Strong proficiency in Microsoft Office (especially Excel and Word)
• Experience with e-filing systems and compliance tracking tools preferred

Essential Duties & Responsibilities

Essential functions are the primary responsibilities of the position and may be

performed with or without reasonable accommodation.

• Prepare and process a variety of tax returns, including individual,

corporate, partnership, fiduciary, foundation, payroll, and excise tax

filings

• Manage e-filing processes, including submission, tracking, and resolution of

rejected filings

• Prepare and distribute tax organizers,1099s, W-2s, and other required tax

documents

• File extensions and ensure all federal, state, and local filing deadlines are

met

• Maintain accurate tax records, documentation, and electronic filing systems
• Perform bookkeeping services for designated clients, including account

reconciliations and journal entries using QuickBooks

• Prepare financial reports such as trial balances, financial statements, and

supporting schedules

• Assist with quarterly tax projections and periodic compliance filings (e.g.,

sales tax, household employee reporting)

• Communicate with clients to gather information, clarify documentation, and

provide status updates

• Conduct basic tax compliance research and support attorneys with

documentation and analysis

• Administer tax software systems, including user setup, annual roll-forwards,

and authorization renewals

• Track key deadlines and proactively manage workflow to meet peak season

demands

• Provide guidance and support to team members on tax systems and processes
• Order and manage tax-related supplies and resources
• Support special projects and perform other duties as assigned

Knowledge, Skills, & Abilities

• Strong understanding of tax preparation processes, compliance requirements,

and bookkeeping principles

• Excellent organizational and time management skills with the ability to

manage competing priorities and tight deadlines

• High level of accuracy and attention to detail, including proofreading and

data validation skills

• Ability to analyze information and resolve issues using sound judgment
• Proficiency with tax preparation software, QuickBooks, and Microsoft Office

tools

• Strong written and verbal communication skills with the ability to interact

professionally with attorneys, staff, and clients

• Ability to maintain strict confidentiality with sensitive financial and

client information

• Demonstrated ability to work both independently and collaboratively in a team

environment

• Adaptability and resilience in a fast-paced, deadline-driven environment,

especially during peak tax season

• Ability to learn and apply new systems, processes, and regulatory updates

Additional Role Expectations

• This position is primarily performed in an office environment
• Work may occasionally require more than 40 hours per week, including

irregular hours, to meet business or client needs

• Ability to sit, stand, use a computer, and operate standard office equipment

for extended periods

Disclaimer

This job description is intended to describe the general nature and level of

work performed by employees in this position. It is not intended to be an

exhaustive list of all duties, responsibilities, or qualifications. The firm

reserves the right to modify, add, or remove duties and requirements consistent

with business needs and applicable law.