What does a Tax Specialist do?

Tax professionals provide advice and support related to the payment and reporting of taxes, and the completion of tax returns and other tax-related documents. They assist in the preparation and submission of tax returns for individuals, self-employed professionals, businesses, and other entities. They provide advice and guidance to help taxpayers minimize their tax bills by utilizing all possible deductions and credits, while ensuring they still meet their tax obligations. They also provide support for audits and inquiries. Many tax professionals work on a short-term, seasonal basis.

Tax professionals typically have a bachelor’s degree in accounting or finance, and a background in accounting, bookkeeping, or similar roles. A professional designation such as a CPA is an advantage. They should have extensive experience preparing tax returns and related supporting documentation. Proficiency using tax preparation software programs or online tools is helpful.

What responsibilities are common for Tax Specialist jobs?
  • Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries.
  • Perform tax planning for clients and answer tax questions.
  • Assist in handing out materials to members as they arrive.
  • Prepare and review federal and state income tax returns.
  • Willingness to utilize audio/visual tools to communicate with customers.
  • Prepare complex tax returns for individual and fiduciary clients.
  • Identify opportunity for quality improvement to colleagues and management.
  • This is a seasonal position providing assistance to customers both assisting them in preparing their own returns and/or fully preparing customer tax returns.
  • Collect and review documentation to support tax return filings.
  • Assist in the preparation of quarterly and year-end estimates.
  • Prepare management reports related to the tax foreclosure process.
  • Prepare and file monthly U.S. sales and use tax returns.
  • Actively participate in continuing education and professional growth activities.
  • Prepare and review account reconciliations, analysis and journal entries.
  • Build and manage client relationships, and supervise, mentor, and develop staff.
  • Respond to inquiries from the IRS and other taxing authorities.
What are the typical qualifications for Tax Specialist jobs?
  • Bachelor's or Graduate's Degree in accounting, business, finance, or computer science.
  • Able to display confidence and positive attitude.
  • Advanced general ledger skills.
  • Strong command of English language and good communication skills.
  • Requires meticulous attention to detail.
  • Strong leadership and problem solving abilities.
Work/Life Balance
3.3 ★
Salary Range--
Career Opportunity
3.9 ★
Avg. Experience2-4 years

Tax Specialist Salaries near India

Average Base Pay

₹8,70,673 /yr
Not including cash compensation
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Glassdoor Estimated Salary

Tax Specialist Career Path

Learn how to become a Tax Specialist, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Tax Specialist

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

Tax Specialist Insights

Read what Tax Specialist professionals have to say about their job experiences and view top companies for this career.
Senior Tax Associate
21 Dec 2021

“KPMG Nigeria is the best place to start your career and gain required experience to succeed in the industry.”

HM Revenue and CustomsHM Revenue and Customs
Tax Specialist
2 Aug 2021

“There is great scope for career and personal development as a result of this scheme and I feel adequately challenged.”

Senior Tax Associate
25 Aug 2021

“There is a coaching and constructive feedback system that fosters personal growth and development each year.”

Senior Assurance Associate
25 Jun 2021

“The people are honestly awesome and haven't had any issues in my time here.”

H&R BlockH&R Block
Tax Professional
28 Apr 2022

“Minimum wage after 4 months of studying and training was not exactly what I had expected.”

HM Revenue and CustomsHM Revenue and Customs
Tax Specialist
29 Jul 2021

“The HMRC offer flexible working and I am currently fully home based which suits my situation as a working parent.”

Los Alamos National LaboratoryLos Alamos National Laboratory
Professional Staff Assistant I
14 Feb 2022

“Sad truth is you have to move from department to department to get a good raise”

Intuit TurboTaxIntuit TurboTax
Tax Associate
2 Aug 2022

“Pay is great with nice bonus 20hr weeks with 2 weeks of 40hr weeks with many bonuses ❤️”

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Tax Specialist Interviews

Frequently asked questions about the role and responsibilities of a Tax Specialist

The most similar professions to Tax Specialist are:
  • Tax Consultant
  • Tax Accountant
  • Tax Analyst
  • Tax Manager

Related Careers

Tax Consultant
No skills overlap
Tax Accountant
No skills overlap
Tax Analyst
No skills overlap
Tax Manager
No skills overlap

Tax Specialist jobs