Tax Specialist Jobs in California
A Tax Specialist in the finance industry is responsible for guiding businesses and individuals through the complexities of tax regulations, compliance, and planning. Their duties include preparing tax returns, advising on tax related issues, keeping abreast of tax law changes, conducting research on tax-related topics, and developing tax strategies to minimize tax liability and potential risks. They may also handle disputes with tax authorities and represent clients in case of tax audits. A Tax Specialist must possess excellent analytical and numerical skills, strong attention to detail, and a solid knowledge of tax law and procedures.
Prior to becoming a Tax Specialist, a person may have held roles such as a Tax Associate, an Accountant, or a Financial Analyst. Relevant certifications for this role include Certified Public Accountant (CPA), Enrolled Agent (EA), or Certified Tax Coach (CTC). Additionally, a Bachelor's degree in Accounting or a related field is typically required, and a Master's degree in Taxation or a related field is preferred. Continuous professional development is also crucial in this role due to constantly evolving tax laws and regulations.
Prepare federal, state, and local income tax returns using tax compliance software. Research tax issues impacting the Company and affiliates, and reports findings to the Tax Manager/Director....
CPA or Enrolled Agent certification Experience completing complex tax returns 5+ years of experience in accounting, finance, bookkeeping or tax Experience conducting virtual tax interviews that create...
Remote WorkJoining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training...
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email Prepare complete and accurate tax returns Generate business growth, increase client retention,...
Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing tax interviews face to face and through virtual...
MS in Tax, JD, or CPA preferred. 2 - 3+ years of related international tax experience required. Public accounting and/or multinational corporate experience is preferred....
Certain services may not be available to attest clients under the rules and regulations of public accounting....
Full Time Tax Consultant (Accounting) (Summer/Fall 2026, Winter 2027)
- San Jose, CA
- 14 days ago
- San Jose, CA
- 14 days ago
Certain services may not be available to attest clients under the rules and regulations of public accounting....
Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email Prepare complete and accurate tax returns Generate business growth, increase client retention,...
FAS 5) and related disclosures Prepare and review U.S. federal and state tax compliance Prepare quarterly federal and state estimated tax payments and year-end extension requests Manage and review fixed...
Full-Time Tax Preparer For Business Management Firm
- West Hollywood, CA
- 1 day ago
- West Hollywood, CA
- 1 day ago
and/or records for accuracy - Assist with tax notices, making tax payments, state tax filings, and/or other tax matters Requirements: - Minimum of THREE to FIVE years tax experience - Familiarity with...
Key Role: - Assist the Managers, Directors in delivering services to clients in diversified sectors - MUST HAVE EXPERIENCE WITH THE FOLLOWING: Domestic Income Tax, Compliance Tax, Provisional Tax and...
This role involves researching tax laws, preparing tax documentation, analyzing financial data, and assisting in the development of tax strategies to ensure compliance and optimize client outcomes....
-Provide advice on tax-saving strategies and explain tax laws in simple terms. -Use tax preparation software to complete and electronically file returns....
Tax Associate, Business Tax Services Multiple Locations Summer/Fall 2025
- Sacramento, CA
- 2 days ago
- Sacramento, CA
- 2 days ago
KPMG is currently seeking a Tax Associate for our Business Tax Services practice....
Demographic Data for California
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Tax Specialist Online Courses and Training Opportunities
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Salary for Tax Specialist Jobs in California
Required or preferred licenses and certifications for Tax Specialist positions.
Highest Education Level
Tax Specialists in California offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Tax Specialist position
- Microsoft Windows
- Interviewing
- Retail
- Wellness
- UltraTax CS
- Property Tax
- Vertex
- Commerce Clearing House
- OneSource
- High School Diploma
- Public Accounting
- Income Tax Preparation
- International Tax
- Partnership Taxation
- Corporate Tax
- Tax Compliance
- Audit Support
- Tax Accounting
- Sales & Use Tax
- Tax Research
- Enrolled Agent
- Payroll Taxes
- Client Relationships
- Taxes
- Tax Planning
- Customer Retention
- Client Services
- Bookkeeping
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Closing
- Staffing
- Math
- Auditing
- Microsoft Outlook
- Mentoring
- Collaboration
- Interpersonal Skills
- Reporting
- Employee Development
- Filing
- Sales
- Regulations
- Problem Solving
- Teamwork
- Organization
- Customer Service
- Research Skills
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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