Sr. Tax Accountant

Location: On-site in Nassau County, NY

About the role

Our client, a well-established CPA firm in Nassau County, is seeking an experienced Senior Tax Accountant to support the preparation of individual tax returns—Form 1040, including those for high-net-worth individuals with complex tax situations. This is an excellent opportunity for a detail-oriented tax professional with recent public accounting experience who thrives in a fast-paced environment and can work independently while collaborating with an experienced tax team.

Responsibilities

• Prepare and review individual income tax returns (Form 1040), including complex returns for high-net-worth individuals.
• Gather, organize, and review client tax documentation to ensure completeness and accuracy.
• Utilize UltraTax software to prepare and process tax returns efficiently and accurately.
• Ensure all returns comply with applicable federal and state tax laws and regulations.
• Research and resolve tax-related issues, providing practical solutions for complex tax scenarios.
• Manage multiple tax engagements simultaneously while meeting critical filing deadlines.
• Collaborate with partners and team members to ensure the timely completion of tax engagements.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA designation preferred (or actively pursuing CPA certification).
• Recent public accounting experience preparing Individual (Form 1040) tax returns.
• Experience with high-net-worth individual tax returns and complex tax situations.
• Proficiency with UltraTax is required.
• Strong knowledge of federal and state individual income tax regulations.
• Excellent analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Ability to work independently with minimal supervision while managing multiple priorities in a deadline-driven environment.
• Strong written and verbal communication skills with the ability to effectively interact with clients and internal team members.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in the company 401(k) plan.