Tax Preparer (CPA Firm)

About the role

Founded in 1991, We are a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving an impressive roster of clients. Our clients, both individuals and commercial, are extremely sophisticated and accordingly so is the work we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and client specific consulting, to mention just a few.

Responsibilities

• Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Researching tax issues and assisting with tax audits.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintaining accurate and up-to-date client records.

Requirements

• Bachelor’s degree in taxation or accounting required.
• CPA certification preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Able to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.
• Excellent accounting skills.
• Good customer service skills.