Unhappy Tax Preparer Wanted - EA or CPA Preferred

Rosedale Drapala & Sforza - Wantagh, NY

Part-time,Full-time - Mid Level

Wantagh, NY

11-50 employees

About the position

The Senior Tax Professional position at Rosedale Drapala & Sforza is designed for an experienced tax preparer who will work closely with the senior partner of the firm. This role focuses on providing personalized tax advice and guidance to clients, ensuring they feel valued and understood. The position involves reviewing the work of junior staff and requires proficiency in tax preparation for various business entities. The firm operates in a cloud-based, paperless environment, emphasizing flexibility in work arrangements.

Responsibilities

• Provide personalized tax advice and guidance to clients.
• Review the work of junior staff members.
• Prepare tax returns for individuals, S Corps, C Corps, LLCs, partnerships, and fiduciary returns.
• Utilize Lacerte Tax Software and QuickBooks for tax preparation and write-up tasks.
• Maintain a positive and supportive work environment.

Requirements

• 5+ years of experience in tax preparation.
• Strong communication skills to interact with clients effectively.
• Ability to review and guide junior staff work.
• Experience with Lacerte Tax Software and QuickBooks is preferred.
• CPA certification is preferred but not mandatory.

Nice-to-haves

• Experience in a cloud-based, paperless office environment.
• Ability to work part-time remotely if needed.

Benefits

• Salary with perks and bonuses.
• Profit participation.