Job Description
Join a premier tax services firm in New York City as a Tax Preparer. This role delivers essential tax preparation services to individuals and small businesses, ensuring accuracy and compliance. You will work with a supportive team, leveraging modern software and ongoing training to provide best-in-class service.
We offer competitive compensation, flexible scheduling during peak seasons, and opportunities for professional growth including CPA/EA credentialing support.
Responsibilities
- Prepare federal, state, and local income tax returns for individuals and small businesses.
- Analyze client documentation to determine income, deductions, credits, and tax liabilities.
- Identify and apply tax credits and deductions to optimize client outcomes.
- Maintain client records, ensure accuracy, and meet filing deadlines.
- Communicate complex tax concepts in clear terms to clients and answer inquiries promptly.
- Assist with tax planning and projections to inform year-round tax strategy.
- Support audit readiness and respond to notices in a timely, professional manner.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field; Enrolled Agent (EA) or Certified Public Accountant (CPA) preferred.
- 2+ years of tax preparation experience for individuals and small businesses; proficiency with tax software (e.g., ProConnect, Drake, Lacerte).
- Strong understanding of IRS and state tax codes; ability to interpret complex tax rules.
- Proficiency with QuickBooks or other accounting software; advanced MS Excel skills.
- Excellent communication and client service skills; highly detail-oriented and organized.
- Ability to work independently and collaboratively; strong time management and deadline discipline.
- Familiarity with e-filing processes and year-round tax season workflows.