Senior Accountant

Sound Decisions; New York (NY); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Sound Decisions is seeking a Senior Accountant to take a lead role in tax preparation and consultation for clients across individuals and small businesses. The role involves direct client interaction, data collection, and staying current on evolving tax laws to deliver strategic recommendations.

The ideal candidate has CPA/EA certification, 3–5 years of tax-focused accounting, and proficiency with ProSystem FX, Drake, or QuickBooks. Expect a deadline-driven environment and collaborative teamwork.

Qualifications

• Bachelor's degree in Accounting.
• 3-5 years of accounting experience with a tax focus.
• CPA or EA certification required.
• Strong knowledge of tax law across multiple jurisdictions.
• Proficiency with ProSystem FX, Drake, QuickBooks, or similar software.

Responsibilities

• Prepare tax returns for individuals and small businesses across multiple states.
• Work directly with clients on data collection and communication.
• Stay current on tax laws and communicate strategies to clients.
• Assist with tax planning and optimize clients’ tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Skills

Tax prep

Client communication

Project management

Tax law knowledge

Education

Bachelor's degree in Accounting

CPA or EA certification

Tools

ProSystem FX

Drake

QuickBooks

Job description

We are a growing investment management firm expanding into integrated tax and family office services. We're seeking a Senior Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management.

Job Description:

• Prepare tax returns for individuals and some small businesses/partnerships across multiple states.
• Work directly with clients on financial data collection and communication.
• Stay current on tax laws and communicate relevant strategies to clients.
• Assist with tax planning and provide recommendations to optimize clients' tax exposure.
• Coordinate with advisors on tax and wealth management strategy.

Requirements:

• Bachelor's degree in Accounting.
• 3-5 years of accounting experience; CPA or EA certification required, with a focus on tax return preparation.
• Strong working knowledge of individual and corporate tax law across multiple jurisdictions.
• Proficiency in one or more accounting software packages (ProSystem FX, Drake, QuickBooks, etc.).
• Strong communication skills and the ability to manage projects, particularly during tax season.

Ideal Candidate Profile:

You are detail-oriented, organized, and client-focused. You enjoy digging into complex tax situations and building lasting client relationships. You are collaborative, adaptable, and thrive under deadline pressure during tax season while maintaining accuracy year-round.

• Bonus eligible, with a generous incentive package.