Our client is a Certified Public Accountant based in Long Island. Their expertise ranges from accounting and auditing to tax estate planning.  Due to growth, they seek a tax professional to join their team as they gear up for the 2025 tax season.  The position is fulltime in the office when not visiting a client.

MAIN RESPONSIBILITIES, REQUIREMENTS & QUALIFICATIONS:

• 3 to 5+ years of public accounting experience leading multiple engagements
• CPA preferred/required with diversified tax background
• Working knowledge of CCH Axcess Tax, Engagement and QuickBooks
• Team player with leadership and staff development skills
• Effective communicator with problem solving and analytical abilities
• Strong organizational and time management skills
• Tax preparation responsibility for the more complex tax returns, as needed
• 1040's, 1041's, 1120's, 1065's
• Understanding of Estate and Trusts
• Financial planning for high-net-worth individuals (estates, gifting, & IRA)
• Responsible for helping prepare and review financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries
• Maintain client relationships and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients
• Prepare and review federal, state, and local tax returns, extensions and quarterly projections for individual clients, Trusts, and gift tax returns
• Preparation and review of individual tax compliance forms and working with a dedicated individual tax team
• Review federal and state tax returns and work of staff and interns and provide feedback, training, and mentoring
• Review tax information supplied by clients and obtain open items
• Develop tax planning opportunities arising from inbound and outbound cross-border transactions and activities
• Assist with the coordination of planning, tax work and wrap up