What does a Tax Specialist do?

Learn all about Tax Specialist duties, skills and much more. Get expert advice on how to become a Tax Specialist.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A tax specialist is responsible for preparing and filing taxes for individuals and businesses. They may also be responsible for auditing tax returns and providing tax planning advice.

Tax Specialist job duties include:

  • Research and analyze tax law to determine the best way to file taxes for individuals and businesses
  • Prepare and file tax returns for individuals and businesses
  • Keep up to date on changes in tax law
  • Advise clients on the best way to minimize their tax liability
  • Work with clients to resolve tax problems with the IRS
  • Represent clients before the IRS in audits, appeals, and collections
  • Prepare estimated tax payments for clients
  • Help clients plan for major life events that have tax implications, such as buying a house or retiring
  • Review financial records to ensure accuracy and compliance with tax laws

Tax Specialist Job Requirements

A Tax Specialist is responsible for preparing tax returns and ensuring that taxes are paid in a timely manner. They must have a strong understanding of tax laws and regulations and be able to effectively communicate with clients. A Tax Specialist should have at least a Bachelor's degree in accounting or a related field, and it is recommended that they obtain certification from the American Institute of Certified Public Accountants (AICPA). Previous experience working in public accounting or as a tax preparer is preferred.

Tax Specialist Skills

  • Tax law
  • Tax accounting
  • Tax planning
  • Tax research
  • Tax preparation
  • Tax return filing
  • Tax audits
  • Tax compliance
  • Tax consulting
  • International tax
  • State and local tax
  • Federal tax

Related: Top Tax Specialist Skills: Definition and Examples

How to become a Tax Specialist

A tax specialist is a person who is experts in tax laws and can help individuals and businesses with their tax returns. Tax specialists usually have a degree in accounting or a related field, and many have years of experience working in the tax industry.

If you’re interested in becoming a tax specialist, there are a few things you can do to get started. First, consider pursuing a degree in accounting or a related field. This will give you the necessary foundation to understand tax laws and how to prepare tax returns. Additionally, try to get some experience working in the tax industry, either through an internship or by working for a tax preparation company. This will give you first-hand experience dealing with taxes and will help you better understand the process. Finally, stay up-to-date on changes in tax laws and regulations; the tax code is constantly changing, so it’s important to be able to keep up.

Becoming a tax specialist can be a rewarding career choice; you can help people save money on their taxes and make sure they are compliant with the law. With the right education and experience, you can be successful in this field.

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