bizjobz LLC
Sr. Tax Accountant
bizjobz LLC, Plainview, New York, United States, 11803
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
Salary is between 110K - 135K plus bonus and solid benefits
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
Salary is between 110K - 135K plus bonus and solid benefits