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Finance | Tax Specialist

Tax Specialist

What Does a Professional in this Career Do?

A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.

Job Outlook

There were 1244 Tax Specialist job postings in North Carolina in the past year and 42148 in the United States.

In combination with other careers in the Tax Analyst / Specialist industry, which includes the Tax Specialist career, the following graph shows the number of people employed for each year since 2015:

Salary

Many new Tax Specialist jobs have salaries estimated to be in the following ranges, based on the requirements and responsibilities listed in job postings from the past year.

National

The average estimated salary in the United States for this career, based on job postings in the past year, is $69,938.

State

The average estimated salary in North Carolina for this career, based on job postings in the past year, is $70,238.

Percentiles represent the percentage that is lower than the value. For example, 25% of estimated salaries for Tax Specialist postings in the United States in the past year were lower than $49,105.

Education and Experience

Posted Tax Specialist jobs typically require the following level of education. The numbers below are based on job postings in the United States from the past year. Not all job postings list education requirements.

Education LevelPercentage
Associate's Degree0%
Bachelor's Degree59.75%
Master's Degree19.53%
Doctoral Degree6.29%
Other27.25%

Posted Tax Specialist jobs typically require the following number of years of experience. The numbers below are based on job postings in the United States from the past year. Not all job postings list experience requirements.

Years of ExperiencePercentage
0 to 2 years48.06%
3 to 5 years47.3%
6 to 8 years2.64%
9+ years1.99%

Skills

Below are listings of the most common general and specialized skills Tax Specialist positions expect applicants to have as well as the most common skills that distinguish individuals from their peers. The percentage of job postings that specifically mention each skill is also listed.

Baseline Skills

A skill that is required across a broad range of occupations, including this one.

  • Customer Service (35.07%)
  • Communication (30.07%)
  • Sales (25.62%)
  • Research (23.37%)
  • Filing (18.93%)
  • Writing (18.33%)
  • Problem Solving (16.64%)
  • Management (16.56%)
  • Detail Oriented (15.06%)
  • Microsoft Excel (14.54%)

Defining Skills

A core skill for this occupation, it occurs frequently in job postings.

  • Tax Compliance (13.08%)
  • Public Accounting (20.11%)
  • State Taxes (9.17%)
  • Accounting (66.77%)
  • Tax Research (14.79%)
  • Auditing (39.73%)
  • Corporate Tax (13.64%)
  • Income Tax (32.47%)
  • Marketing (22.9%)
  • Tax Consulting (20.88%)
  • Tax Returns (60.21%)
  • Tax Laws (24.4%)
  • Tax Planning (29.7%)

Necessary Skills

A skill that is requested frequently in this occupation but isn’t specific to it.

  • Bookkeeping (16.78%)
  • Business Development (2.76%)
  • Financial Statements (6.18%)
  • Finance (30.72%)
  • Project Management (6.99%)
  • Tax Preparation (22.64%)

Distinguishing Skills

A skill that may distinguish a subset of the occupation.

  • Tax Provision (4.51%)
  • Individual Tax Returns (5.57%)
  • Tax Software (7.21%)
  • Tax Analysis (2.35%)
  • ASC 740 (Accounting For Income Taxes) (5.61%)
  • Indirect Tax (2.1%)
  • Franchise Tax (3.01%)
  • Preparer Tax Identification Number (13.08%)
  • International Taxation (4.33%)
  • Partnership Tax (4.09%)
  • Software Product Management (12.02%)
  • Tax Compliance Software (8.1%)
  • TurboTax (12.39%)

Salary Boosting Skills

A professional who wishes to excel in this career path may consider developing the following highly valued skills. The percentage of job postings that specifically mention each skill is listed.

  • Public Accounting (25.56%)
  • Auditing (50.49%)
  • Marketing (29.11%)
  • Tax Consulting (26.54%)
  • Tax Planning (37.75%)
  • TurboTax (15.74%)

Alternative Job Titles

Sometimes employers post jobs with Tax Specialist skills but a different job title. Some common alternative job titles include:

  • Tax Professional
  • Tax Associate
  • Tax Expert
  • Credentialed Tax Expert
  • Lead Tax Associate
  • Tax Advisor
  • First Year Tax Professional
  • Tax Staff
  • Associate Tax Manager

Similar Occupations

If you are interested in exploring occupations with similar skills, you may want to research the following job titles. Note that we only list occupations that have at least one corresponding NC State Online and Distance Education program.

Common Employers

Here are the employers that have posted the most Tax Specialist jobs in the past year along with how many they have posted.

United States

  • H&R Block (9949)
  • Intuit (5004)
  • GPAC (1568)
  • Forvis (1178)
  • PricewaterhouseCoopers (1054)
  • United States Department of the Treasury (938)
  • KPMG (912)
  • Baker Tilly (909)
  • Jobot (856)
  • RSM (841)

North Carolina

  • H&R Block (188)
  • GPAC (143)
  • Forvis (135)
  • Intuit (134)
  • Jda Tsg (40)
  • KPMG (37)
  • RSM (33)
  • Cherry Bekaert (29)
  • PricewaterhouseCoopers (23)
  • Jobot (20)

NC State Programs Relevant to this Career

If you are interested in preparing for a career in this field, the following NC State Online and Distance Education programs offer a great place to start!