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Role Description

We are seeking a detail-oriented and experienced Tax & Research Specialist to join our firm. In this role, you'll support tax compliance, conduct in-depth research on tax laws and regulations, and provide actionable insights. The ideal candidate will also be responsible for overseeing the preparation and review of complex returns, ensuring compliance with tax law, and developing strategies to optimize tax liabilities. This role also involves managing client relationships, mentoring staff, and keeping the team updated on changes in tax regulations.

• Review individual, corporate, and partnership tax returns prepared by staff in coordination with existing tax department supervisors and managers
• Lead client engagements across the firm with a focus on Renewable Energy and Partnership tax
• Electronically research tax issues and prepare position memos to be used during partner/client/IRS review
• Optimize clients’ tax liability and credit reporting to streamline the process and limit clients' tax burdens
• Maintain knowledge of tax code changes, and of accounting procedures and theory in order to properly evaluate financial information
• Be a staff mentor and provide staff with a resource for questions, including technical, procedural, and professional issues
• Assist in developing/implementing/monitoring tax quality control policies and procedures
• Prepare more complex individual, corporate, and partnership tax returns
• Create and deliver tax presentations to partners, clients, and staff
• Facilitate briefing of tax and A&A staff to keep Firm abreast of new tax issues
• An active participant in business development who cultivates relationships to strengthen both themselves and the Firm

Qualifications

• Bachelor's degree in Accounting
• CPA or EA certification preferred or currently pursuing
• 4+ years of public accounting experience
• Experience with Renewable Fuels is a plus
• Expertise in technical research and writing
• Strong leadership and motivational skills, with experience in training and mentoring team members under tight deadlines or complex situations
• Exceptional client service and relationship management skills with effective, professional communication
• Strong problem-solving, analytical skills, critical thinking skills, and attention to detail
• Can work independently but also work effectively with a team
• Knowledge of Microsoft Office, including but not limited to Outlook, Excel, and Word

Requirements

• This position is open to remote candidates across the U.S.; however, preference will be given to applicants residing in Iowa, Minnesota, North Dakota, and Wisconsin due to proximity for occasional in-person meetings, team collaboration, or client engagements
• Hours are normally Monday – Friday, 8:00 a.m. – 5:00 p.m. CST

Benefits

• Personal Time Off
• Holidays
• Flexible Schedule to help with Work/Life Balance
• Health care coverage
• Dental
• Aflac
• Life, Disability, and AD & D Insurance
• 401(k) savings plan
• Continuing education support, including the cost of training and annual licensing
• CPA exam support
• Employee and Business Development referral programs