CPA-Tax Specialist in Advisory, Planning and Compliance

$104,000 - $156,000/Yr

Confidential - New York, NY

Part-time,Full-time - Senior

Remote - New York, NY

About the position

The CPA-Tax Specialist role is designed for an experienced CPA/Accountant to join a fast-growing CPA Tax Advisory firm. This position offers flexibility in hours and the option to work remotely or in-office. The ideal candidate will have significant client interaction and the potential for partnership, while maintaining a healthy work-life balance. This is currently a part-time role with the possibility of transitioning to full-time based on mutual agreement.

Responsibilities

• Prepare and file tax returns for clients.
• Provide tax advisory services to clients.
• Assist clients with tax planning and compliance.
• Manage client relationships and ensure satisfaction.
• Stay updated on tax laws and regulations.
• Utilize CCH ProSystem preparation software for tax preparation.
• Work independently and manage multiple tasks effectively.

Requirements

• Minimum of 10 years of experience in a CPA firm.
• CPA license required.
• Experience with tax accounting and compliance.
• Proficiency in Quicken and QuickBooks (both desktop and online).
• Strong knowledge of real estate law and international tax.
• Ability to work in a paperless environment and be tech-savvy.

Nice-to-haves

• Experience with CCH ProSystem preparation software.
• Knowledge of 1031 exchanges and stock options.
• Experience working with S Corporations.

Benefits

• Health insurance
• Flexible schedule