Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Demonstrate ability to identify client risks and issues and communicate recommendations to clients and ...
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Demonstrate ability to identify client risks and issues and communicate recommendations to clients and ...
Senior Tax Accountant
Westfield Center, OH · On-site
$90 - $130/hr
Financial Analysis * Software Proficiency * Audit & Compliance * Tax Accounting * Tax Research * Generally Accepted Accounting Principles (GAAP) * Tax and Fiscal Knowledge This describes the general ...
Senior Tax Accountant
Westfield Center, OH · On-site
$90 - $130/hr
Financial Analysis * Software Proficiency * Audit & Compliance * Tax Accounting * Tax Research * Generally Accepted Accounting Principles (GAAP) * Tax and Fiscal Knowledge This describes the general ...
Tax Senior HNW/PCS
$90K - $110K/yr
Proficiency in federal, state, and local tax regulations, alongside experience with modern tax software (e.g., CCH Axcess) and research tools. * Strong analytical, organizational, and communication ...
Quick apply
Tax Senior HNW/PCS
$90K - $110K/yr
Proficiency in federal, state, and local tax regulations, alongside experience with modern tax software (e.g., CCH Axcess) and research tools. * Strong analytical, organizational, and communication ...
Senior Tax Account Manager
Columbus, OH · On-site
Experience using professional-grade tax preparation software (Ultra Tax experience is a plus). * Excellent analytical, organizational, and communication skills. * Proven ability to manage time ...
Quick apply
Senior Tax Account Manager
Columbus, OH · On-site
Experience using professional-grade tax preparation software (Ultra Tax experience is a plus). * Excellent analytical, organizational, and communication skills. * Proven ability to manage time ...
Tax Manager or Tax Supervisor
Troy, OH · On-site +1
$120K - $160K/yr
... Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered. Core Competencies * Analytical ...
Quick apply
Tax Manager or Tax Supervisor
Troy, OH · On-site +1
$120K - $160K/yr
... Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered. Core Competencies * Analytical ...
Tax Manager
Cincinnati, OH · On-site +1
$120K - $160K/yr
... Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered. Core Competencies * Analytical ...
Quick apply
Tax Manager
Cincinnati, OH · On-site +1
$120K - $160K/yr
... Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered. Core Competencies * Analytical ...
Tax Manager
Dayton, OH · On-site +1
$120K - $160K/yr
... Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered. Core Competencies * Analytical ...
Quick apply
Tax Manager
Dayton, OH · On-site +1
$120K - $160K/yr
... Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered. Core Competencies * Analytical ...
Senior Tax Accountant
Westfield Center, OH · On-site
$83K - $107K/yr
Financial Analysis * Software Proficiency * Audit & Compliance * Tax Accounting * Tax Research * Generally Accepted Accounting Principles (GAAP) * Tax and Fiscal Knowledge This describes the general ...
Senior Tax Accountant
Westfield Center, OH · On-site
$83K - $107K/yr
Financial Analysis * Software Proficiency * Audit & Compliance * Tax Accounting * Tax Research * Generally Accepted Accounting Principles (GAAP) * Tax and Fiscal Knowledge This describes the general ...
Senior Tax Accountant
Westfield Center, OH · Hybrid
$72K - $92K/yr
Financial Analysis * Software Proficiency * Audit & Compliance * Tax Accounting * Tax Research * Generally Accepted Accounting Principles (GAAP) * Tax and Fiscal Knowledge This describes the general ...
Senior Tax Accountant
Westfield Center, OH · Hybrid
$72K - $92K/yr
Financial Analysis * Software Proficiency * Audit & Compliance * Tax Accounting * Tax Research * Generally Accepted Accounting Principles (GAAP) * Tax and Fiscal Knowledge This describes the general ...
Tax Analyst Income Tax
Westlake, OH · On-site +1
The Tax Analyst - Income Taxes will be responsible for preparing work papers and tax analyses to ... Utilize tax compliance and provision software (Corptax and OneSource), as well as general ledger ...
Tax Analyst Income Tax
Westlake, OH · On-site +1
The Tax Analyst - Income Taxes will be responsible for preparing work papers and tax analyses to ... Utilize tax compliance and provision software (Corptax and OneSource), as well as general ledger ...
Tax Manager
$90K - $115K/yr
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Demonstrate ability to identify client risks and issues and communicate recommendations to clients and ...
Quick apply
Tax Manager
$90K - $115K/yr
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Demonstrate ability to identify client risks and issues and communicate recommendations to clients and ...
Tax Director
Columbus, OH · On-site
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Apply excellent judgment on client engagement and add value through a deep understanding of the client ...
Tax Director
Columbus, OH · On-site
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Apply excellent judgment on client engagement and add value through a deep understanding of the client ...
Experience with tax compliance software, tax provision software and ERP systems, preferred ... Excellent analytical, problem-solving, and organizational skills. * Excellent attention to detail ...
New
Experience with tax compliance software, tax provision software and ERP systems, preferred ... Excellent analytical, problem-solving, and organizational skills. * Excellent attention to detail ...
New
Tax Analyst
Cleveland, OH · On-site
Experience with tax compliance software, tax provision software and ERP systems, preferred ... Excellent analytical, problem-solving, and organizational skills. * Excellent attention to detail ...
New
Tax Analyst
Cleveland, OH · On-site
Experience with tax compliance software, tax provision software and ERP systems, preferred ... Excellent analytical, problem-solving, and organizational skills. * Excellent attention to detail ...
New
Tax Senior - Columbus
Columbus, OH · On-site
Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software. * Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of ...
Tax Senior - Columbus
Columbus, OH · On-site
Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software. * Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of ...
Tax Advisor
Independence, OH · On-site
... software, such as GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom/FirmFlow, BNA Planner and CCH Axcess. * Excellent time management, project management, and analytical skills with a focus on ...
Quick apply
Tax Advisor
Independence, OH · On-site
... software, such as GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom/FirmFlow, BNA Planner and CCH Axcess. * Excellent time management, project management, and analytical skills with a focus on ...
Tax Senior - Toledo
Sylvania, OH · On-site
Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software. * Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of ...
Tax Senior - Toledo
Sylvania, OH · On-site
Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software. * Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of ...
Tax Senior - Cincinnati
Cincinnati, OH · On-site
Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software. * Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of ...
Tax Senior - Cincinnati
Cincinnati, OH · On-site
Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software. * Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of ...
$87.79 - $117.06/hr
Excellent analytical and problem‑solving skills * Outstanding communication and teamwork ... Proficient in tax software and MS Office #J-18808-Ljbffr
$87.79 - $117.06/hr
Excellent analytical and problem‑solving skills * Outstanding communication and teamwork ... Proficient in tax software and MS Office #J-18808-Ljbffr
Tax Manager - Columbus
Columbus, OH · On-site
$107K - $140K/yr
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Demonstrate ability to identify client risks and issues and communicate recommendations to clients and ...
Tax Manager - Columbus
Columbus, OH · On-site
$107K - $140K/yr
Demonstrate strong analytical skills and working knowledge of accounting and tax software. * Demonstrate ability to identify client risks and issues and communicate recommendations to clients and ...
Tax Software Analyst information
What does a tax software analyst do?
A Tax Software Analyst is responsible for evaluating, implementing, and supporting tax software solutions used by organizations or individuals to manage their tax compliance and reporting needs. They analyze business requirements, troubleshoot software issues, and provide technical support to users. Their role often involves collaborating with tax professionals, IT teams, and software vendors to ensure the software meets regulatory standards and user needs. Additionally, they may assist with software updates, user training, and process optimization to enhance efficiency during tax season.
What are the key skills and qualifications needed to thrive as a tax software analyst, and why are they important?
To thrive as a Tax Software Analyst, you need a solid understanding of tax laws, accounting principles, and experience with tax preparation, often supported by a degree in accounting or a related field. Familiarity with tax software platforms (such as TurboTax, Drake, or UltraTax), data analytics tools, and sometimes relevant certifications like Enrolled Agent (EA) are highly beneficial. Strong problem-solving abilities, attention to detail, and effective communication skills help analysts provide accurate support and translate complex tax concepts for clients or development teams. These skills ensure efficient troubleshooting, regulatory compliance, and high customer satisfaction in a technology-driven tax environment.
What are some common challenges faced by tax software analysts when supporting clients during peak tax season?
During peak tax season, Tax Software Analysts often encounter high volumes of support requests, ranging from software troubleshooting to guidance on new tax regulations. Balancing timely responses with accurate, detailed assistance can be challenging, especially when clients are under tight filing deadlines. Analysts must stay updated on tax law changes and software updates to provide the best support, and they frequently collaborate with product developers and tax professionals to resolve complex issues. Effective time management, strong communication skills, and a customer-focused mindset are essential to succeed in this fast-paced period.
What is the difference between Tax Software Analyst vs Tax Accountant?
| Aspect | Tax Software Analyst | Tax Accountant |
|---|---|---|
| Primary Role | Analyzes and tests tax software, ensures compliance with tax laws, and supports software development | Prepares, reviews, and files tax returns, provides tax planning and consulting services |
| Required Skills | Knowledge of tax laws, software testing, data analysis, and IT skills | Tax regulations, accounting principles, attention to detail, and client communication |
| Work Environment | Technology firms, software companies, or finance departments | Accounting firms, corporate finance departments, or small businesses |
| Certifications | CPA, CTA, or tax software certifications beneficial | CPA or Enrolled Agent (EA) |
While both roles involve tax knowledge, a Tax Software Analyst focuses on software testing and compliance, whereas a Tax Accountant handles tax preparation and planning. Understanding these differences helps job seekers target the right position based on their skills and career goals.
What are popular job titles related to Tax Software Analyst jobs in Ohio?
For Tax Software Analyst jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Tax Software Analyst jobs in Ohio look for?
The top searched job categories for Tax Software Analyst jobs in Ohio are:
What cities in Ohio are hiring for Tax Software Analyst jobs?
Cities in Ohio with the most Tax Software Analyst job openings:
Full-time
Re-posted 26 days ago
Job description
The Private Client Services (PCS) Manager will provide tax and consulting services to high net worth individuals and privately held companies. This individual will conduct complex tax research to support the client's tax compliance and reporting, as well as ensure the timely filing of all client-related tax returns and documents. The PCS Manager will maintain client relationships, assist the firm's leadership in identifying work, and assist in obtaining new engagements. This individual will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.
Tasks:
Profitability:
Client Focus:
Brand Culture|Development:
Work Experience|Education:
Organizational Relationships:
GBQ participates in E-Verify.
Tasks:
- Oversee all aspects of tax engagements, including tax planning, preparation and review of corporate, partnership, trust and high profile individuals/families.
- Prepare complex corporate, partnership, trust and high profile individual income tax returns and perform necessary tax planning and research.
- Supervise and review all work of seniors, staff, and interns on assigned client engagements.
- Support, mentor, and train and develop seniors, staff, and interns.
- Establish and deliver innovative financial planning ideas that meet or exceed client expectations.
- Oversee, assess, and engage offshore team(s) to ensure consistent GBQ tax processes and effective utilization of team members.
- Communicate status of work, problems, and findings to both internal GBQ management and clients.
- Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified.
- Review engagement profitability and prepare and analyze monthly billing for assigned engagements.
- Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings.
Profitability:
- Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline.
- Achieve charge hour budget and meet hour expectations established by the firm.
- Prioritize and manage multiple engagements and tasks.
- Participate in and lead �approved� non-client initiatives to improve firm administration.
- Assist in establishing and implementing policies that improve department efficiencies.
- Consistently utilize all firm and department software efficiently.
Client Focus:
- Demonstrate strong analytical skills and working knowledge of accounting and tax software.
- Demonstrate ability to identify client risks and issues and communicate recommendations to clients and firm associates.
- Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
- Coordinate and collaborate with team, other firm associates and client personnel to ensure efficient flow of data, information, and financial issues, risks and recommendations.
- Identify and present financial improvement opportunities for clients served.
- Demonstrate appropriate understanding of client's business, industry and resources available to provide value to clients.
- Identify complex issues and perform complex technical research to make recommendations to firm and client leadership.
Brand Culture|Development:
- Exemplifies Brand Attributes of the firm.
- Support and ensure adherence to all administrative policies and procedures of the firm.
- Exhibit ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates and firm leaders.
Work Experience|Education:
- Bachelor's Degree in Accounting or related field.
- CPA certification required.
- 5+ years of technical tax experience in public accounting strongly preferred.
- Strong experience with individual taxation (high net worth).
- Experience working with offshore talent a plus.
- Proficiency in federal, state and local tax issues.
- Experience with CCH Axcess tax software a plus.
- Ability to work well under pressure.
- Strong organizational skills.
- Ability to manage multiple prominent work projects simultaneously.
- Strong written and verbal communication skills.
- Reliable transportation for occasional on-site client work.
- Ability to work evenings and weekends based on time of year and client demands.
Organizational Relationships:
- Will report directly to a Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.
GBQ participates in E-Verify.