Tax Specialist jobs in United States
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Tatum by Randstad ยท 3 weeks ago

Tax Specialist

Tatum by Randstad is seeking Enrolled Tax Agents to assist their start-up client during the busy season. The Enrolled Tax Agent will perform the final review of AI-generated tax returns, ensuring accuracy and compliance while focusing on efficient validation of individual clients' tax returns.

Professional Services
Hiring Manager
Jaime McGeehan Klein, CPA
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Responsibilities

Final Review & Certification: Scrutinize and validate AI-compiled tax returns for individual clients
Focus Areas: Review of Form 1040 (W-2) returns, with potential for some K-1 (partnership/S-Corp income) returns
Excluded Scope: No corporate (1120/1120S) or complex LLC returns are required
Efficiency Goal: The scope of review is significantly narrower than traditional EA roles, with an average review time targeted at 1.5 hours per return. This role is focused on efficient, high-accuracy validation
This role requires availability to support their peak season demand
Peak Season: Volume is heavily concentrated toward mid-March (slightly later than the traditional April 1st firm peak)
Volume Requirement: Must staff against the peak volume (25% of overall volume), meaning availability must be open during this critical time
Off-Peak: Hours will be proportional to volume, with minimal hours expected in February

Qualification

Enrolled AgentIndividual tax expertiseTech savvinessDisciplineEfficiency

Required

MUST be an active Enrolled Agent (EA)
Deep knowledge of individual (1040) tax codes and standards
Open and flexible availability is required, particularly during the mid-March peak season
Comfortable working with new software and technologies; quick to learn new processes
Diligent, focused, and able to strictly follow standards and expectations for consistent, low-error results
Highly productive and able to maintain low percentage of mistakes while managing the 1.5-hour-per-return efficiency target

Company

Tatum by Randstad

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Tatum by Randstad provides on-demand C-suite executives and senior-level professionals to help companies manage critical initiatives in accounting, finance, technology, compliance and transactions.

Funding

Current Stage
Late Stage

Leadership Team

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Geoffrey Miller
CFO Partner
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Timothy Cunningham
Chief Financial Officer | Engagement Partner
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