Qualifications: 

• Bachelor's Degree in Accounting or any relevant course
• Preferably a Certified Public Accountant, US CMA, and/or Enrolled Agent
• Must have a valid PTIN (from IRS)
• At least 3 years of work experience as a US Tax Accountant in a US public accounting firm
• Strong working knowledge of S-Corp, partnership, and individual taxation
• Familiarity with trusts, estates, and nonprofit returns is highly valued
• Must have hands-on experience preparing New York State and city tax returns, including compliance with local filing requirements
• Proficiency with professional tax software (Drake, Lacerte, ProSeries, UltraTax, and/or CCH Axcess)
• Proficiency in Excel for managing and analyzing financial data
• Strong organizational skills with high attention to detail, ensuring accuracy in tax filings and documentation
• Amenable to work in a Hybrid set-up
• Willing to work the night shift

Responsibilities:

• Preparing and reviewing individual (1040), partnership (1065), S-Corporation (1120-S), C-Corporation (1120), trust/estate (1041), and nonprofit (990/990-EZ) returns.
• Developing tax projections, multi-year planning models, and client tax strategy analyses.
• Identifying planning opportunities around entity selection, retirement plans, income timing, and deductions.
• Drafting or contributing to tax planning memos and client deliverables.
• Perform tax-related research to stay updated on federal, state, and local tax regulations
• Collaborate with other team members to resolve tax questions and provide support during tax return reviews
• Maintain thorough documentation of client information and ensure data integrity
• Communicating clearly with clients and our internal team, ensuring accuracy, timeliness, and professionalism
• Utilize tax preparation software to prepare and file returns efficiently