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