Tax Team (Department) Training Specialist

Full time during Tax Season

Excellent and unique opportunity for a retired CPA or accounting college professor!

Job Description:

To assist professional staff with driving tax returns (business & individual) to completion and to maintain and assist the growth of the training curriculum for our tax team. During the course of the day, staff will report to the Tax Team Training Specialist for general knowledge or to support the staff with software or tax related questions ensuring our clients with accurate preparation and filing.

Must have experience with most of the following applications:

• CCH Axcess Tax and Workstream
• Thomson Reuters Advanced Flow
• Go File Room
• SurePrep
• TaxCaddy
• Office 365 and Teams

Job Responsibilities:

• Must exhibit excellent verbal and written communication skills Ability to work collaboratively and foster a productive, team-oriented environment Work with the training department to onboard and train new tax employees Work with the tax team to prioritize a variety of training needs Other responsibilities related to creating and conducting training as needed Continuous development of the training aides including but not limited to: Box functions CCH functions IRS Tool Navigation Internal Protocol Various tax laws, regulations, and procedures for tax analysts and advisors Tax returns, tax filings, registrations, or any other tax compliance Tax consulting including tax strategy, specific tax questions, liquidation, and planning Electronically submitted tax, bookkeeping, and business questions Assist internally with client tax questions Tax research Specialty state tax preparation (e.g. excise tax, commerce tax, property tax)

Assist the Tax Managers and Supervisors by: Providing ongoing support to monitor set processes are being followed Evaluating the root cause of the main escalations and train on those items to reduce the number of escalations in the future Creating a running log of common scenarios & FAQs from clients that the Tax Team should be able to answer Providing continuous tax education to all tax departments (tax and tax advisors) Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time