Job Description
Job Description
Firm Overview
A full-service tax, accounting, and advisory firm serving individuals and businesses throughout New York and New Jersey. Founded in 2001, the firm provides tax preparation, bookkeeping, payroll, tax planning, and business advisory services across a diverse range of industries, including restaurants, professional services, contractors, and medical practices.
Known for its personalized approach and strong client relationships, the firm helps clients navigate complex financial and tax matters while delivering responsive, year-round support.
Position Summary
We are seeking an experienced, detail-oriented, and client-focused Senior Tax Preparer to join our growing team. This role will be responsible for preparing and reviewing a wide variety of tax returns, supporting tax planning initiatives, mentoring junior staff, and serving as a trusted advisor to clients.
The ideal candidate possesses strong technical tax expertise, excellent communication skills, and the ability to manage multiple client engagements in a fast-paced public accounting environment. This individual will play a key role in ensuring accurate and timely tax compliance while proactively identifying opportunities to help clients minimize tax liabilities and achieve their financial goals.
Key Responsibilities
Tax Preparation & Compliance
- Prepare and review individual, corporate, partnership, fiduciary, and multi-state tax returns.
- Analyze financial information and supporting documentation to ensure accurate tax reporting.
- Prepare quarterly estimated tax calculations and extension filings.
- Research federal, state, and local tax matters and apply appropriate tax treatment.
- Ensure compliance with all applicable tax laws and regulations.
- Prepare and review year-end tax projections and tax planning analyses.
- Assist with tax notices, audits, and tax resolution matters as needed.
- Identify tax-saving opportunities and provide proactive recommendations to clients.
Client Advisory & Relationship Management
- Serve as a primary point of contact for assigned clients.
- Build and maintain strong client relationships through responsive communication and exceptional service.
- Advise clients on tax strategies, entity structures, and business planning opportunities.
- Communicate open items, deadlines, and tax requirements clearly and professionally.
- Educate clients on best practices for recordkeeping and financial management.
Team Leadership & Collaboration
- Mentor and support junior tax preparers and accounting staff.
- Review work prepared by staff members and provide constructive feedback.
- Collaborate with leadership to improve tax processes and operational efficiencies.
- Assist with workflow management and ensure timely completion of engagements during busy season.
- Participate in internal training and process improvement initiatives.
Accounting Support
- Review bookkeeping records and financial statements to ensure tax readiness.
- Assist with account reconciliations and year-end adjusting journal entries when needed.
- Coordinate with bookkeeping and payroll teams to ensure accurate financial reporting.
- Support sales tax, payroll tax, and other compliance-related filings as needed.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field required.
- CPA (Certified Public Accountant) or EA (Enrolled Agent) strongly preferred.
- 5–6+ years of tax preparation experience in a public accounting firm.
- Strong experience preparing individual, corporate, partnership, fiduciary, and multi-state tax returns.
- Experience with tax planning and advisory services.
- Familiarity with tax resolution and responding to tax notices.
- Proficiency with QuickBooks Online and tax preparation software such as ProSeries.
- Advanced proficiency in Microsoft Excel.
- Strong knowledge of federal, state, and local tax regulations.
- Excellent analytical, organizational, and problem-solving skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong written and verbal communication skills.
- Exceptional client relationship management skills.