Accountant

Overview

This role involves serving as an experienced Tax Accountant with strong knowledge of U.S. federal and New York State tax compliance. The position supports individuals and businesses through tax preparation, bookkeeping oversight, sales and payroll tax compliance, and year-round planning and guidance. Success in this role requires strong attention to detail, sound judgment, and the ability to manage competing deadlines without compromising quality.

Responsibilities

• Prepare and review individual, corporate, and partnership tax returns, ensuring supporting documentation is complete and filings are accurate and timely.
• Review bookkeeping work completed by junior staff; identify discrepancies and help ensure client financial records are organized and reliable.
• Manage and review sales tax filings and payroll tax compliance for clients across multiple jurisdictions, with particular attention to New York State requirements.
• Monitor applicable deadlines, follow up on missing information, and address filing issues in a timely and professional manner.
• Communicate directly with clients to gather necessary records, explain tax and compliance matters, and resolve questions or concerns.
• Collaborate with colleagues on year-round tax planning and client advisory services.
• Share technical knowledge with junior accounting staff through mentorship, feedback, and practical guidance.
• Maintain confidentiality and follow professional standards when handling sensitive client information.

Requirements

• At least seven (7) years of recent public accounting experience, primarily focused on tax preparation and compliance.
• Demonstrated experience reviewing bookkeeping work.
• Demonstrated experience reviewing sales and payroll tax filings.
• Strong knowledge of U.S. federal and New York State tax laws and regulations.
• Ability to manage multiple engagements and deadlines.
• Excellent attention to detail, analytical skills, and organization/time-management skills.
• Clear written and verbal communication skills.
• Strong professional judgment and a client-focused approach.
• Proficiency with QuickBooks and Microsoft Excel.
• Experience with tax preparation software such as ProSeries, Lacerte, or comparable platforms is beneficial.

Preferred Qualifications

• CPA license is preferred.
• Candidates currently pursuing licensure may also be considered.

Compensation & Benefits

Compensation and benefits will be discussed during the hiring process and may reflect experience, qualifications, and role responsibilities.

Location

New York State