Senior Tax Accountant

Affinity Search Limited - Plainview, NY

Full-time - Mid Level

Plainview, NY

About the position

The tax professional will play a crucial role in preparing and reviewing financial information for clients, including business and individual tax returns, as the firm gears up for the 2025 tax season. This full-time position involves maintaining client relationships, overseeing internal staff work, and ensuring high-quality deliverables. The role offers exposure to a diverse client base across various industries and includes responsibilities such as tax planning and compliance for individual clients, trusts, and gift tax returns.

Responsibilities

• Prepare and review financial information for clients, including business and individual tax returns.
• 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.
• Review federal and state tax returns and the work of staff and interns, providing feedback and mentoring.
• Develop tax planning opportunities from inbound and outbound cross-border transactions.
• Assist with the coordination of planning, tax work, and wrap-up.

Requirements

• 3 to 5+ years of public accounting experience leading multiple engagements.
• CPA preferred/required with a diversified tax background.
• Working knowledge of CCH Axcess Tax, Engagement, and QuickBooks.
• Team player with leadership and staff development skills.
• Effective communicator with problem-solving and analytical abilities.
• Strong organizational and time management skills.

Nice-to-haves

• Tax preparation responsibility for complex tax returns, including 1040's, 1041's, 1120's, and 1065's.
• Understanding of Estate and Trusts financial planning for high-net-worth individuals.

Benefits

• Competitive salary ranging from $110,000 to $140,000 annually.