#LI-Hybrid

Tax Specialist 1040

Thank you for your interest in the 1040 Specialist position in Blue’s Tax practice. Before you look at the position description below, we wanted to introduce you to an important philosophy we have at Blue.

We want to meet you where you are in your life.

There are many ways to define success. At Blue, we believe your path to success will look different at different points in your life. We also believe success means different things to different people. That is why we value diverse people and why we work hard to create a unique career path for everyone. We firmly believe when your needs are met, you will be better equipped to meet the needs of our clients. We want to understand your unique needs so we can meet you where you are professionally and personally.

We believe our outlook is different than most accounting firms. If you agree, we’d like to talk to you to see how we may create a path of success that is right for you, our firm, and our clients.

At Blue, our professionals embody more than just technical skills. Here is what you would do in the role of 1040 Specialist:

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  Listen carefully to clients. Our clients consider us their trusted advisors. They have problems to solve and come to us for help. Understand their needs and seek to understand the root of their issues.
• Build relationships with clients. Talk to clients and get to know them. We value words as much as we value numbers, and it is through engaged conversations you will come to learn what is important to a client. We are looking for individuals willing to engage in conversation beyond tax matters.
• Find solutions. You are an integral member of the client’s advisory team and part of your role is to ensure that the client’s needs are being met. Work closely with your team members to learn how to identify and solve client issues.
• Continually learn and become a subject matter expert in your area(s) of interest.
• Prepare and review 1040, 1041, 706 and 709 tax returns for individual clients
• Develop strong internal working relationships and interface with directors, managers, and key leaders across the firm.
• Drive proactive growth of niche through internal education firmwide, assessing opportunities with clients and prospects.

Here are the qualifications you should bring to the table:

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  A genuine interest in helping clients and coworkers.
• A desire to solve problems.
• A drive to continually learn.
• 4 or more years of tax experience preparing individual returns
• CPA license
• Proven financial, analytical, technical and interpersonal skills.
• Exceptional verbal and written communication skills.
• Must be comfortable working in a team environment with changing priorities and deadlines.
• Experience with CCH ProSystem FX Engagement and CCH suite of tax software preferred.
• Excellent interpersonal skills, attention to detail and strong organizational skills.
• Experience working within a paperless accounting environment.