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Tax Accountant
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- Role: Tax Preparer and Bookkeeper
- Utilize Lacerte tax software proficiently to accurately prepare tax returns for both individuals and businesses.
- Perform reconciliation of statements and manage miscellaneous bookkeeping tasks for designated clients.
- Responsible for filing sales tax and advising clients on PTET returns via the NYS DTF website.
- Engage in client communication to collect necessary financial documents and address any tax or bookkeeping inquiries.
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