2027 Tax Staff Accountant - Newburgh

About the role

As a Tax Staff Accountant, you will prepare business and individual tax returns while gaining exposure to a diverse client base across multiple industries. You will collaborate with internal teams to deliver high-quality client deliverables and develop technical skills for professional growth.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information to ensure accuracy and completeness
• Input data, calculate tax liabilities, deductions, and credits using tax software and tools
• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
• Prepare tax projections and estimates to guide clients in making informed financial decisions
• Communicate with clients to gather necessary information and address tax-related inquiries
• Explain tax concepts and implications to clients in a clear and understandable manner
• Ensure adherence to tax regulations and deadlines by filing returns accurately and timely
• Maintain organized and comprehensive tax files and documentation for each client engagement
• Track changes in tax laws and regulations and assess their potential impact on clients
• Collaborate with other tax professionals to share insights, knowledge, and best practices
• Support senior team members in complex tax projects, including audits and specialized tax services
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends

Requirements

• Bachelor’s degree with a concentration in accounting, or a Master’s degree in accounting or taxation
• Actively pursuing the education and credits required to qualify for the CPA exam, with the intention of obtaining licensure

Preferred qualifications

• Cumulative GPA of 3.0 or higher
• Actively working toward achieving CPA or Enrolled Agent licensure or relevant certification
• Responsible for completing the minimum CPE credit requirement

Software

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

Pay

The starting salary for this position is $76,500.