How to hire an income tax expert

How to hire an income tax expert, step by step

Here's a step-by-step income tax expert hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an income tax expert job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new income tax expert
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The income tax expert hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An income tax expert's background is also an important factor in determining whether they'll be a good fit for the position. For example, income tax experts from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of income tax expert salaries for various roles:

   Type of Income Tax Expert	Description	Hourly rate
   Income Tax Expert		$9-35
   Tax Professional	A tax professional is responsible for conducting tax procedures, ensuring that all tax documents are filed timely and accurately. Tax professionals review financial statements, verify adjustments, and resolve account discrepancies... Show more	$14-55
   Tax Consultant	Tax consultants are experts in providing commercially centered tax advice and tax services to wide-ranging clients who function in all sectors of the economy. The work they do involves devising tax-efficient strategies for international and domestic-based clients in various business situations, including takeovers, company merges, and corporate reconstructions... Show more	$22-44

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Statements
   • Tax Software
   • Tax Returns
   • Tax Season
   • Turbo
   • Income Tax Returns
   • IRS
   • Tax Laws
   • Customer Service
   • Reconciliations
   • Tax Preparation
   • Customer Inquiries
   • Sales Tax
   • Test Cases

   Check all skills

   Responsibilities:

   • Manage the training and use of new FactSet products and enhancements with various client bases including portfolio management and performance teams.
   • Review domestic payroll reporting metrics, ensure home/host payments are updated and reconcile for timely submission and payment.
   • Start job by assisting TurboTax user's on how to enter information into the TurboTax program.

3. Make a budget

   Including a salary range in your income tax expert job description is one of the best ways to attract top talent. An income tax expert can vary based on:

   • Location. For example, income tax experts' average salary in south carolina is 72% less than in new hampshire.
   • Seniority. Entry-level income tax experts 73% less than senior-level income tax experts.
   • Certifications. An income tax expert with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an income tax expert's salary.

   Average income tax expert salary

   $39,306yearly

   $18.90 hourly rate

   ---

   Entry-level income tax expert salary

   $20,000 yearly salary

   Updated December 17, 2025

4. Writing an income tax expert job description

   A good income tax expert job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an income tax expert job description:

   Income tax expert job description example

   We are looking for an experienced Income Tax Provision Expert who will be a technical ambassador for CrossBorder Solutions' income tax provision solution. This is a unique opportunity for a tech savvy person with a strong foundation and expertise in the preparation and automation of the Income Tax Provision (ASC 740). You will enjoy evangelizing the application of technology to antiquated tax processes, helping solve the problems with "out of the box" thinking and thoughtful solutions.

   Your goal will be to identify challenges and weaknesses in an organization's existing infrastructure and/or processes and help identify how our solution can best fit within their organizational needs.

   Responsibilities:

   · Partner with Account Executives, building stronger credibility with our tax expertise by identifying a prospect's challenges with the current state or opportunities for improvement
   · Uniquely position CrossBorder Solutions' products to solve the problem of creating long-term, scalable business processes, using technology as the backbone
   · Highlight areas of concern based on years of technical exposure to the clients and advise on the practical implications given the current regulatory and tax landscape
   · Provide valuable technical expertise and review previous workpapers/ studies/ deliverables to provide insight into opportunities to mitigate risk, reduce exposure, and identify process improvement opportunities that ultimately can increase the ROI in CrossBorder Solutions' products and services
   · Advise and support strategic initiatives for building out a business case for our products and services, including development of a Proof of Concept (POC) if needed
   · Participate in webinars, new media and provide thought leadership

   What You Will Need to Succeed:

   · 10+ years of hands-on income tax provision (ASC 74) experience
   · Bachelor's Degree in Economics, Finance or other related fields; Advanced degrees are desired but not mandatory with experience
   · You enjoy communicating with executives, sales and technical people, and you can think quickly and react appropriately with solutions
   · You have strong interpersonal and organizational skills, able to work collaboratively in a team environment as well as independently to achieve results
   · You are adaptable and flexible with changing schedules
   · You are self-motivated and able to work in a deadline-driven environment
   · You are willing to collaborate with many departments, be flexible with changing priorities and initiatives

   What We Offer:

   Great team culture, career development, great compensation package and benefits, and an unparalleled experience as part of one of the most advanced teams in the world. With a company culture that provides ample opportunities to be recognized, build valuable skills, and grow your career.

   About Us:

   CrossBorder Solutions, a pre-IPO SaaS company, is the global leader in technology driven tax solutions. Founded in 2016, we stand at the intersection of human and machine intelligence. We have offices in New York, Florida, London and remote employees across the United States and Argentina. Through our AI and cloud-based technologies, we deliver superior solutions to our corporate tax customers. As a result, Savant Venture Fund and Insight Partners have invested over $100 million in funding to support our growth.

   We are committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for our people regardless of their background or circumstances.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right income tax expert for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your income tax expert job on Zippia to find and recruit income tax expert candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with income tax expert candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new income tax expert

   Once you have selected a candidate for the income tax expert position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new income tax expert. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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