Tax Accountant

Tax Accountant



About Our Firm


Our clients boutique but rapidly growing tax and accounting firm, nestled in historic Tarrytown, New York, provides personalized financial services to individuals and businesses throughout Westchester County and the greater New York metropolitan area. They pride themselves on building lasting relationships with clients while delivering tailored tax strategies and solutions that address their unique financial goals. The intimate firm size allows them to offer the personalized attention of a small practice combined with sophisticated expertise typically found at larger firms. They are currently seeking a dedicated Tax Accountant to join their collaborative team in the Tarrytown office.



Position Overview


As a Tax Accountant, you will play an integral role in providing comprehensive tax services to our diverse client base while working closely with senior staff and partners. This position offers an excellent opportunity to develop technical expertise across various tax disciplines while building meaningful client relationships in a supportive professional environment. The ideal candidate combines solid technical knowledge with strong interpersonal skills and attention to detail.



Key Responsibilities



Tax Preparation & Planning

  • Prepare federal, state, and local income tax returns for individuals, small businesses, partnerships, LLCs, and corporations
  • Assist in tax planning strategies to minimize client tax liabilities and achieve financial goals
  • Prepare quarterly tax estimates and tax projections for clients
  • Research tax issues and apply findings to client situations
  • Identify potential tax savings opportunities through careful analysis of client financial information
  • Prepare tax extensions and assist with IRS notice responses
  • Maintain awareness of changing tax laws and regulations affecting our clients


Client Service

  • Communicate with clients to gather tax information and documentation
  • Respond to client inquiries regarding tax matters promptly and professionally
  • Build relationships with clients through attentive service and technical expertise
  • Document client interactions and maintain organized electronic client files
  • Prepare clear explanations of tax positions and calculations for client understanding
  • Assist with client meetings when appropriate
  • Maintain strict confidentiality of all client information


Practice Support

  • Work collaboratively with firm partners and senior accountants
  • Assist with workflow management during tax season
  • Maintain accurate time records for client billing purposes
  • Support firm quality control procedures and best practices
  • Participate in firm training and professional development opportunities
  • Contribute to process improvements and efficiency initiatives
  • Assist with special projects as assigned


Qualifications



Required

  • Bachelor's degree in Accounting, Finance, or related field
  • 2-4 years of tax preparation experience in public accounting
  • Strong knowledge of individual and small business taxation
  • Experience with tax preparation software (UltraTax, CCH Axcess, or similar)
  • Proficiency with Microsoft Office suite, particularly Excel
  • Excellent attention to detail and organizational skills
  • Strong analytical and problem-solving abilities
  • Effective written and verbal communication skills
  • Ability to manage multiple assignments and meet deadlines
  • Professional demeanor and client service orientation


Preferred

  • CPA license or active CPA candidate
  • Experience with New York state and local tax matters
  • QuickBooks proficiency
  • Experience working in a small or mid-sized accounting practice
  • Prior experience serving Westchester County clients
  • Knowledge of trust and estate taxation


Work Environment

  • Professional office setting in downtown Tarrytown with views of the Hudson River
  • Collegial team atmosphere with direct partner accessibility
  • Business casual dress code with professional attire for client meetings
  • Extended hours required during tax season (January-April)
  • Onsite work schedule
  • Convenient to Metro-North Hudson Line and major highways


Benefits

  • Competitive salary based on experience and qualifications
  • Performance-based bonus potential
  • Health insurance benefits
  • Retirement plan with employer contribution
  • Paid time off and holidays
  • Professional development and continuing education opportunities
  • Potential for advancement within the firm
Tarrytown, New York
Up to £0.00 per annum
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