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Tax Specialist
The Tax Specialist is an hardened professional whose primary role is to oversee, plan, and execute tax-related tasks for individuals or organizations. Tasked with ensuring tax compliance, the Tax Specialist applies in‐depth knowledge of federal and state tax laws and regulations to prepare tax returns, advise on tax-saving strategies, and mitigate potential financial risks. This role demands strong analytical skills and an eye for detail, enabling the specialist to interpret evolving tax codes and implement procedures that minimize liabilities while ensuring adherence to legal standards.
Class Code:
PCO05P
Job Grade:
SGS04
Special Job Requirements:
Typical Functions:
Prepare and file accurate tax returns for individuals, agencies, or other entities. Ensure that all tax filings meet current regulatory standards and deadlines. Maintain and update the agency’s tax records and databases. Evaluate current financial statements and transactions to identify potential tax benefits. Guide clients or internal teams on tax-efficient financial strategies. Develop recommendations aimed at minimizing tax liabilities through proactive tax planning. Continuously monitor changes in tax laws, regulations, and industry trends. Conduct comprehensive tax research to resolve inconsistencies or disputes. Prepare detailed reports on tax positions, deductions, and credits for review by management or auditors. Assist during tax audits, addressing inquiries from tax authorities and resolving discrepancies. Support investigations into tax disputes or potential non-compliance issues. Work closely with internal accounting teams and external personnel in an attempt to synchronize tax strategies. Present clear and concise tax advisory reports to senior management. Provide training or support to junior personnel on complex tax-related matters.
Knowledge, Abilities, and Skills:
Strong understanding of tax software, digital financial systems, and advanced Excel skills. Ability to adapt to new tax research tools and government reporting systems. Excellent analytical capabilities to interpret financial data and extract relevant tax implications. Aptitude for problem-solving and foreseeing potential tax issues before they arise. Exceptional written and verbal communication skills for effective personnel interactions. Ability to translate complex tax codes into actionable advice.
Minimum Qualifications:
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. Minimum of 2 years of specialized experience in tax preparation or compliance, with hands-on experience in filing returns and handling tax documentation. Advanced credentials such as a Certified Public Accountant (CPA) designation may be required. Satisfaction of the minimum qualifications, including years of experience and service, does not entitle employees to automatic progression within the job series. Promotion to the next classification level is at the discretion of the department and the Office of Personnel Management, taking into consideration the employee’s demonstrated skills, competencies, performance, workload responsibilities, and organizational needs.
Required Certificates:
N/A OTHER JOB RELATED EDUCATION AND/OR EXPERIENCE MAY BE SUBSTITUTED FOR ALL OR PART OF THESE BASIC REQUIREMENTS, EXCEPT FOR CERTIFICATION OR LICENSURE REQUIREMENTS, UPON APPROVAL OF THE QUALIFICATIONS REVIEW COMMITTEE.
Exempt:
N