Senior Staff Accountant / Bookkeeper
Platform Accounting Group
now
QBQuickBooks AIdaily
MCMicrosoft 365 Copilotdaily
CLClaudeweekly
Bethesda, Maryland, USfinance
Projected AI Stack
Based on our analysis of Tax Preparers positions
CLClaudeComplex tax research on gross-up calculations, AMT rules, and entity election impactsdaily
TRThomson Reuters ONESOURCE AICorporate and partnership return preparation and multi-state compliance filingweekly
MCMicrosoft 365 CopilotTax provision workpapers, payroll reconciliation reports, and client deliverablesdaily
Projected Workflow
How AI is expected to reshape this role
AI-assisted
Tax research and technical memo draftingClaude
Corporate and partnership return assemblyThomson Reuters ONESOURCE AI
Payroll tax reconciliation reports and client deliverablesMicrosoft 365 Copilot
Human-led
Tax planning, projections, and estimated payment strategy
Global payroll coordination and relocation gross-up review
Tax authority audit representation
Client advisory and relationship management
This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Tax Preparers roles today.
About the role
A company is looking for a US Tax Specialist to manage federal and state tax compliance for a diverse client portfolio. Key Responsibilities Prepare and review tax returns for individuals, partnerships, and corporations, including federal and state returns Compute estimated payments and extensions for various tax forms Manage the client's tax database and conduct tax research to identify savings opportunities Required Qualifications Bachelor's degree in Accounting, Finance, or a related field 1-3 years of experience in public accounting with a focus on taxation Knowledge of preparing income tax returns for corporations and individuals Certified Public Accountant (CPA) or Enrolled Agent (EA) License is a plus
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Apply on VirtualVocations website →Listed on UpgradedJobs · Originally posted on Talent.com
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