Tax Preparer (CPA or CPA Candidate)
Location: New York, NY 10017 - Onsite with occasional Hybrid flexibility
About Us:
We are a dedicated accounting firm committed to building strong, collaborative relationships with our clients. Our approach emphasizes personalized service, leveraging extensive training, technical expertise, and financial acumen to support our clients' success.
Job Summary:
We are seeking an experienced CPA Tax Preparer or CPA Candidate to join our team. The successful candidate will be responsible for preparing various income tax returns, including moderate to complex corporate, partnership, and individual filings, as well as sales tax returns. This role involves working closely with senior team members and supporting the firm’s tax operations by managing day-to-day activities for diverse clients.
Key Responsibilities:
- Prepare federal, state, and multi-state tax returns for corporate, partnership, and individual clients.
- Reconcile and forecast tax liabilities and returns.
- Utilize QuickBooks for general ledger work and tax write-ups.
- Review and organize client tax data to ensure accurate and timely filing.
- Draft responses to notices from tax authorities and assist with tax audits.
- Maintain and update the tax calendar.
- Communicate with clients to gather necessary documentation and answer questions.
- Support other tax-related tasks and projects as assigned.
Qualifications:
- Bachelor’s Degree in Accounting, Finance, or a related field.
- Licensed CPA or CPA Candidate in New York State.
- 2-3+ years of experience in a qualified accounting or tax preparation firm, handling moderate to complex returns.
- Willingness to train and develop skills in tax preparation under supervision.
Skills & Abilities:
- Excellent communication skills, both verbal and written.
- Highly organized with strong attention to detail.
- Problem-solving and critical-thinking abilities.
- Proficiency with tax software (e.g., CCH ProSystems fx) and QuickBooks.
- Fluent in English, with the ability to communicate clearly to High Net Worth clients.
- Capable of managing multiple deadlines and priorities.
- Proficient in Microsoft Office (Excel, Word, PowerPoint).
Compensation & Benefits:
- Competitive salary commensurate with experience and education.
- Comprehensive benefits package.
