Tax Specialist Jobs in Bala Cynwyd, PA
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.
Tax Associate - Partner Returns
- RSM
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 hours ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 hours ago
Qualifications and Experience: 0-2 years' experience in public accounting with an emphasis in High Net-Worth Taxation. Degree in Accounting or related field (Master's in Taxation a plus)....
In PersonTax Consultant (Technology) (Summer 2026)
- Deloitte
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 1 day ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 1 day ago
Certain services may not be available to attest clients under the rules and regulations of public accounting....
Hybrid- KPMG
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 3 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 3 days ago
KPMG is currently seeking a Manager, Tax Accounting to join our Partner Tax team....
In Person- Liberty Tax Service
- Somerdale, NJ (15 miles from Bala Cynwyd, PA)
- 6 days ago
- Somerdale, NJ (15 miles from Bala Cynwyd, PA)
- 6 days ago
Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Job Summary Tax Preparer role involves preparing...
In Person- The Vanguard Group, Inc.
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 16 days ago
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 16 days ago
Monitors cross-border taxation and international tax compliance processes. Provides responses regarding international tax audits....
HybridExperienced Tax Preparer - Assistant Manager
- Jackson Hewitt Tax Service, Inc.
- Elkins Park, PA (6 miles from Bala Cynwyd, PA)
- 19 days ago
- Elkins Park, PA (6 miles from Bala Cynwyd, PA)
- 19 days ago
We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country....
In PersonVolunteer Tax Preparer - 2026 Season (Philadelphia)
- Campaign for Working Families
- Elkins Park, PA (6 miles from Bala Cynwyd, PA)
- 21 days ago
- Elkins Park, PA (6 miles from Bala Cynwyd, PA)
- 21 days ago
Campaign for Working Families (CWF) offers its Volunteer Income Tax Assistance (VITA) program throughout Philadelphia, New York City, and New Jersey. The VITA initiative has established a network...
In Person- H&R Block
- Warrington, PA (16 miles from Bala Cynwyd, PA)
- 23 days ago
- Warrington, PA (16 miles from Bala Cynwyd, PA)
- 23 days ago
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere....
In Person- Asplundh
- Willow Grove, PA (10 miles from Bala Cynwyd, PA)
- 28 days ago
- Willow Grove, PA (10 miles from Bala Cynwyd, PA)
- 28 days ago
Description " Sales Tax analyst Position Description: Prepare Sales and Use Tax returns for corporate and subsidiaries. Research and apply sales and use tax laws. Prepare Business Licenses for...
In Person- Liberty Personnel
- Plymouth Meeting, PA (7 miles from Bala Cynwyd, PA)
- 28 days ago
- Plymouth Meeting, PA (7 miles from Bala Cynwyd, PA)
- 28 days ago
Responsibilities: Partner with business leaders, owners, and executives to advise these organizations through tax compliance, tax accounting, and business transactions Perform tax and accounting responsibilities...
In Person- H&R Block
- Haverford, PA (4 miles from Bala Cynwyd, PA)
- 30+ days ago
- Haverford, PA (4 miles from Bala Cynwyd, PA)
- 30+ days ago
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere....
In Person- Jackson Hewitt Tax Service, Inc.
- Norristown, PA (9 miles from Bala Cynwyd, PA)
- 30+ days ago
- Norristown, PA (9 miles from Bala Cynwyd, PA)
- 30+ days ago
We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country....
In Person- WSFS Financial Corporation
- Berwyn, PA (12 miles from Bala Cynwyd, PA)
- 30+ days ago
- Berwyn, PA (12 miles from Bala Cynwyd, PA)
- 30+ days ago
Job Responsibilities: Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and...
In Person- GOLDSTEIN & DIPAOLO PC
- Warminster, PA (16 miles from Bala Cynwyd, PA)
- 30+ days ago
- Warminster, PA (16 miles from Bala Cynwyd, PA)
- 30+ days ago
TAX PREPARER needed for Warminster CPA firm with proven tax prep proficiency using high level software. CPA of EA preferred. Permanent seasonal position. Must have strong communication skills for...
In PersonTax Associate Attorney (Multi Office)
- The Recruiting Group, Inc.
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 45+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 45+ days ago
Tax Associate Attorney (Multi Office) LOCATION Philadelphia, PA Hybrid TYPE Direct Hire SALARY $260,000 - $365,000 / yr ID GA... POSTED Apr 16, 2026 TAX ASSOCIATE ATTORNEY Global Tax Practice...
In PersonDemographic Data for Bala Cynwyd, PA
Moving to Bala Cynwyd, PA? Find some basic demographic data about Bala Cynwyd, PA below.
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Salary for Tax Specialist Jobs in Bala Cynwyd, PA
Required or preferred licenses and certifications for Tax Specialist positions.
Highest Education Level
Tax Specialists in Bala Cynwyd, PA 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
- Lacerte
- Proseries
- Ultra Tax
- ProSystems
- UltraTax CS
- TurboTax
- Property Tax
- Vertex
- Drake Software
- Commerce Clearing House
- OneSource
- High School Diploma
- Alteryx
- Public Accounting
- Partnership Taxation
- Financial Statements
- Tax Compliance
- Tax Research
- Corporate Tax
- Tax Accounting
- Income Tax Preparation
- International Tax
- Sales & Use Tax
- Enrolled Agent
- Payroll Taxes
- Audit Support
- Tax Planning
- Taxes
- Client Relationships
- Reconciliations
- Customer Retention
- Client Services
- Finance
- Bookkeeping
- Accounting
- QuickBooks
- Strategy Development
- Auditing
- Documentation
- Mentoring
- Reporting
- Filing
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Computer Skills
- Customer Service
- Time Management
- Leadership
- Communication Skills
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