Client-Facing Tax Pro — 1040/1065 Expert (In-Person)

MAURIELLO ENTERPRISES INC; New York (NY); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Job summary

Bradshore Tax, part of the MyTaxFella family, is seeking an experienced Tax Preparer for our Staten Island office. This client-facing role handles tax returns from initial interview through completion, in person, and year-round.

The right candidate will join an established practice with a loyal client base, providing knowledgeable tax guidance and friendly, personal service to clients.

Qualifications

• At least three years of recent client facing professional tax preparation experience preferred.
• Strong knowledge of individual and small-business taxation.
• Experience preparing Forms 1040, 1065, 1120, and 1120-S.
• Ability to conduct client appointments independently and confide.
• Valid PTIN

Responsibilities

• Meet directly with individual and business clients to gather information and understand their tax situations.
• Prepare accurate federal and state individual and business income tax returns.
• Prepare returns for sole proprietorships, partnerships, S corporations, and corporations.
• Review prior-year returns and identify potential tax issues, missing information, and planning opportunities.
• Clearly explain tax results, estimated payments, filing requirements, and document requests to clients.
• Respond to routine IRS and state tax notices.
• Maintain organized and complete client files.
• Work closely with other preparers, administrative staff, and firm leadership.
• Provide excellent year-round client service.
• Assist with tax planning and other accounting-related projects based on experience.

Skills

Client facing

Tax preparation

Federal/state tax returns

Communication with clients

Independent work

Job description

Bradshore Tax, part of the MyTaxFella family, is seeking an experienced Tax Preparer for our Staten Island office. This client-facing role handles tax returns from initial interview through completion, in person, and year-round.

The right candidate will join an established practice with a loyal client base, providing knowledgeable tax guidance and friendly, personal service to clients.