Tax & Research Specialist

We are looking for someone who:

- Reviews and perfects tax returns while staying on top of the latest tax code changes.

- Leads exciting client projects, with a focus on Partnership tax.

- Dives into tax issues, prepares insightful memos, and optimizes client tax strategies.

- Guides and mentors staff, develops quality control procedures, and drives business growth.

Job 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.
Examples of the duties:

- 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 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 the Firm abreast of new tax issues

- An active participant in business development who cultivates relationships to strengthen both themselves and the Firm

Qualifications & Characteristics

- 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.

Other things we think you should know about the position

- 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 Wisconsindue 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

Who We Are
At Christianson, we’re more than just your local accounting and consulting firm. We’re dedicated to getting to know our clients on a deeper level so that we can not only serve their needs today, but also anticipate future needs and design custom solutions to ensure their success. We create clients for life.

Christianson, PLLP, a locally and nationally respected CPA and consulting firm, provides traditional services such as accounting services, auditing, tax, and estate planning to large and small clients across a variety of industries, from agribusiness and manufacturing to biofuels and health care.

Here’s why we think you should work here!
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