Senior Tax Associate

DDK; Jericho (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Professional development opportunities

Job summary

DDK in New York is seeking a Tax Senior to prepare and review complex federal, state, and local returns, manage client engagements, and mentor junior staff. This role emphasizes accuracy, efficiency, and meeting deadlines, with Hybrid work and strong client interaction.

The ideal candidate has 3–5+ years of public accounting experience, a Bachelor's in Accounting, CPA or active pursuit, and proficiency with CCH Axcess and Excel.

Qualifications

• Bachelor's degree in Accounting or related field (required).
• CPA license or actively pursuing (strongly preferred).
• 3-5+ years of public accounting experience.
• Demonstrated experience preparing business and individual tax returns.
• Exposure to reviewing staff work and interacting with clients.

Responsibilities

• Prepare and review federal, state, and local tax returns for various entities.
• Analyze financial data and supporting documentation for accuracy.
• Identify tax issues and escalate when needed.
• Serve as day-to-day contact for assigned clients.
• Manage multiple engagements and meet deadlines.
• Conduct tax research and stay current on tax law changes.
• Mentor junior staff and provide feedback.
• Assist in engagement planning and staff delegation.
• Follow firm processes for time entry and billing.

Skills

Attention to detail

Communication skills

Leadership / coaching abilities

Problem-solving mindset

Education

Bachelor's degree in Accounting or related field

CPA license or actively pursuing

Tools

CCH Axcess

XCM

Engagement

Microsoft Excel

Job description

Position Summary

The Tax Senior is responsible for preparing and reviewing tax returns, managing day-to-day client engagements, and supporting the development of junior staff. This role requires strong technical skills, the ability to work independently, and increasing client interaction, while ensuring accuracy, efficiency, and adherence to deadlines.

Positions available in either 1 Penn Plaza, NY or 50 Jericho Quadrange, Jericho, NY

Key Responsibilities

Tax Preparation & Review

• Prepare and review federal, state, and local tax returns, including:
  • Partnerships (Form 1065)
  • S-Corporations (Form 1120-S)
  • C-Corporations (Form 1120)
  • Individuals (Form 1040), including high-net-worth clients
• Analyze financial data and supporting documentation to ensure accuracy and completeness
• Identify basic to moderately complex tax issues and escalates as appropriate
• Ensure workpapers are complete, organized, and in compliance with firm standards

Client Engagement & Communication

• Serve as a day-to-day contact for assigned clients
• Communicate with clients to request information, clarify issues, and follow up on open items
• Assist in addressing client questions and resolving routine tax matters
• Begin identifying tax planning opportunities and bring them forward to Managers/Partners

Workflow & Deadline Management

• Manage multiple engagements simultaneously and meet strict filing deadlines
• Track progress of returns and proactively communicate delays or issues
• Ensure all time is entered and released daily in accordance with firm policy
• Utilize workflow systems to manage assignments and status updates

Technical Development

• Conduct tax research on moderately complex issues and document findings
• Stay current on tax law changes and apply updates to client work
• Develop deeper knowledge in specific areas (e.g., pass-through entities, multi-state taxation)

Team Support & Supervision

• Review work prepared by Associates and provide clear, constructive feedback
• Train and mentor junior staff on technical and process-related matters
• Assist Managers with engagement planning and staff delegation
• Promote accountability and quality within the team

Operational Contribution

• Follow firm processes related to time entry, billing support, and engagement tracking
• Identify inefficiencies or process gaps and recommend improvements
• Support firm initiatives, including training, technology adoption, and process standardization

Qualifications

Education & Certification

• Bachelor's degree in Accounting or related field (required)
• CPA license or actively pursuing (strongly preferred)

Experience

• 3-5+ years of public accounting experience
• Demonstrated experience preparing business and individual tax returns
• Exposure to reviewing staff work and interacting with clients

Technical Skills

• Proficiency in tax software such as CCH Axcess
• Experience with workflow tools such as XCM, Engagement
• Strong Microsoft Excel skills

Core Competencies

• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment
• Effective communication and interpersonal skills
• Developing leadership and coaching abilities
• Problem-solving mindset with sound judgment

Work Environment Expectations

• Hybrid work schedule (typically 3 days in-office, 2 remote)
• Increased workload during peak tax seasons
• Availability to communicate with team members and clients during critical deadlines