Senior Tax Analyst
Location: Plainview, NY
Our client, a Certified Public Accountant located in Plainview, NY, specializes in a range of services including accounting, auditing, and tax estate planning. In anticipation of the 2025 tax season, they are expanding their team and seeking a Senior Tax Analyst to join them. This is a full-time position based in the office, with occasional client visits.
MAIN RESPONSIBILITIES, REQUIREMENTS & QUALIFICATIONS:
- Must have 3 to 5+ years of experience in public accounting, leading multiple engagements
- Preferably a CPA with a diverse background in tax
- Working knowledge of CCH Axcess Tax, Engagement, and QuickBooks
- A team player who can lead and develop staff
- Effective communication, problem-solving, and analytical skills
- Strong organizational and time management abilities
- Responsible for preparing complex tax returns, as required
- Experience working with 1040's, 1041's, 1120's, and 1065's
- Understanding of Estate and Trusts
- Involved in financial planning for high-net-worth individuals, including estates, gifting, and IRA
- Prepare and review financial information for clients, such as business and individual tax returns, gain exposure to diverse client base across industries
- Maintain client relationships and act as a liaison between internal staff and leaders
- Prepare and review federal, state, and local tax returns, extensions, and quarterly projections for clients
- Collaborate with dedicated individual tax team for preparation and review of individual tax compliance forms
- Review federal and state tax returns, provide feedback, training, and mentoring to staff and interns
- Review and obtain tax information from clients
- Identify tax planning opportunities related to cross-border transactions
- Assist in coordinating planning, tax work, and wrap up
Salary for this position ranges from 110K to 135K, with bonus and comprehensive benefits