Tax Assistant

Tax Assistant (Tax Collator) Reid Accountants + Advisors is seeking a highly organized and detail-oriented Tax Assistant (Tax Collator) to join our growing CPA firm in Woodbury, NY. This position supports the tax department through tax return assembly, tax processing, document management, billing coordination, and administrative support during both peak and non-peak tax seasons. The ideal candidate will have experience in a public accounting or CPA firm environment and be comfortable managing tax workflows, handling confidential client documents, and supporting tax professionals in a fast-paced setting. Key Responsibilities Assemble, collate, review, and finalize individual and business tax return packages for electronic and paper delivery Process and organize tax documents including 1040, 1120, 1120S, and 1065 return materials Perform tax return assembly and quality control checks to ensure accuracy, completeness, proper formatting, and inclusion of required forms Support tax processing workflows during busy tax seasons, including March/April and September/October deadlines Scan, upload, file, and maintain client tax documents within document management systems Generate invoices and assist with billing coordination in accordance with firm procedures Provide administrative support to the tax department including scheduling, answering phones, responding to emails, and supporting internal communications Maintain confidentiality of sensitive client financial and tax information Collaborate closely with tax preparers, tax associates, accountants, reviewers, and administrative staff to ensure timely completion of tax engagements Assist with workflow management, tracking tax return status, and supporting daily tax operations Qualifications Experience working in a CPA firm, accounting firm, tax office, or public accounting environment preferred Prior experience with tax return assembly, tax processing, or tax administrative support strongly preferred Familiarity with CCH Axcess or similar tax software is a plus Strong proficiency in Microsoft Office Suite including Outlook, Word, and Excel Excellent organizational skills with exceptional attention to detail and accuracy Ability to manage multiple deadlines and priorities during busy tax seasons Strong communication, teamwork, and client service skills Professionalism, discretion, dependability, and adaptability in a fast-paced office environment Position Details Full-time Monday-Friday, 9:00 AM-5:30 PM On-site position located in Woodbury, NY 11797 Candidates must be able to reliably commute or relocate prior to start date Compensation & Benefits Competitive salary: $55,000-$65,000 annually based on experience Health, Dental, and Vision Insurance Company-paid Life and Long-Term Disability Insurance 401(k) with employer contributions Professional development opportunities including Becker and LinkedIn Learning Collaborative and supportive team environment with growth opportunities Reid Accountants + Advisors is an equal opportunity employer committed to fostering an inclusive workplace where all employees can thrive.