Client-Focused Tax Pro (CPA/EA) — Year-Round Impact

Don Settanni, CPA PLLC; Armonk (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Retirement Plan

Collaborative Environment

Job summary

Don Settanni, CPA PLLC in Armonk, NY seeks an experienced Tax Preparer (CPA/EA) for a full-time, year-round role. You will prepare and review individual and small business returns, working closely with financial advisors to deliver a coordinated client experience.

The ideal candidate has 3+ years of tax prep experience, strong federal/state tax knowledge, and proficiency with Drake/UltraTax/Lacerte. You will engage directly with clients, manage deadlines, and contribute to year-round planning.

Qualifications

• Active CPA or EA credential in good standing.
• Minimum 3 years of experience preparing individual income tax returns.
• Strong working knowledge of federal and state tax law.
• Proficiency in professional tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar).
• Excellent attention to detail and commitment to accuracy.
• Strong interpersonal and communication skills — you’ll work directly with clients.
• Ability to manage multiple client files and deadlines simultaneously.

Responsibilities

• Prepare accurate federal and state income tax returns for individuals and small businesses.
• Review prior-year returns and client data to identify planning opportunities and issues.
• Communicate with clients to gather documents, explain return details, and answer questions.
• Coordinate with financial advisors to align tax strategy with client plans.
• Stay current on changes in federal and state tax law and their client impact.
• Respond to IRS/state notices and assist with audits or correspondence.
• Maintain organized client records in compliance with firm requirements.
• Provide year-round tax planning, including estimated taxes and Roth conversions.

Skills

Active CPA or EA credential

3+ years tax return experience

Strong tax knowledge

Excellent communication

Attention to detail

Education

Bachelor's degree in Accounting (not stated)

Tools

Drake

UltraTax

Lacerte

Job description

Don Settanni, CPA PLLC in Armonk, NY seeks an experienced Tax Preparer (CPA/EA) for a full-time, year-round role. You will prepare and review individual and small business returns, working closely with financial advisors to deliver a coordinated client experience.

The ideal candidate has 3+ years of tax prep experience, strong federal/state tax knowledge, and proficiency with Drake/UltraTax/Lacerte. You will engage directly with clients, manage deadlines, and contribute to year-round planning.