Senior Tax Associate (#3586052)
Occupations:
Accountants and AuditorsTax PreparersBookkeeping, Accounting, and Auditing ClerksTax Examiners and Collectors, and Revenue AgentsFinancial Specialists, All OtherIndustries:
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesJunior CollegesContinuing Care Retirement Communities and Assisted Living Facilities for the ElderlyOther Financial Investment ActivitiesDeath Care ServicesAbout the roleA well-established regional CPA firm based in Woodbury, NY is seeking a Senior Tax Associate to join its Private Client Group. This is a hands-on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager, take meaningful ownership of client relationships, and operate as a core member of a close-knit, collaborative team. The position is 4 days per week in office.What you'll doPrepare complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S-corps, and trustsAssist in the preparation of fiduciary income tax returns for trusts and estatesSupport preparation of business entity returns (partnerships, S-corps, C-corps) as neededManage client workbooks and engagement documentation in ExcelPrepare returns using the Lacerte tax software platformCommunicate directly with clients regarding return preparation, open items, and tax planning mattersCollaborate within the Private Client Service group on shared engagementsWhat we're looking for2–5 years of public accounting experience, with a focus on individual income tax compliance for high net worth clientsHands-on experience with multi-state returns, brokerage statements, and Schedule K-1sExposure to fiduciary and business entity return preparation is a plusProficiency in Lacerte and Excel; comfort working with structured client workbooksStrong verbal and written communication skills; confidence interacting directly with clientsCPA preferred; CPA candidates actively pursuing licensure will be consideredCollaborative, team-oriented mindset with the ability to thrive in a group settingWhat sets this role apartDirect training and mentorship from Partner and Manager; not a large-firm hierarchyReal client ownership and relationship responsibility early in your tenureTight-knit, collegial team with a strong culture of professional developmentCompensation$120,000-$150,000 base + discretionary bonus