Tax Specialist

Job Summary

The Tax Specialist Contractor position is responsible for oversight and management of all Association tax

related filing and reporting. This is an accounting support position in a fast paced centralized

accounting services environment providing financial services to community associations throughout

North America.

Job Duties and Responsibilities

Duties include but are not limited to:

 Oversee and manage a portfolio of branch offices.

 Manage and remit via the IRS EFTPS system estimated tax payments as provided by CPA.

 Track annual Association income tax return filing process.

 Track Association Sales Tax returns based on filing requirements.

 Track Use Tax returns based on filing requirements.

 Track Association Income Tax returns as assigned.

 Track annual state tax filings.

 Oversee and manage audit process as assigned.

 Perform bank reconciliations as needed.

 Other duties as assigned.

Knowledge and Skills

 Knowledge of IRS and state tax codes.

 Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level.

 Knowledge of conflict resolution techniques at a proficient level.

 Professional communication skills (phone, interpersonal, written, verbal, etc.).

 Professional customer service skills.

 Self-motivated, proactive, detail oriented and a team player.

 Time management and time critical prioritization skills.