A financial services organization in New York City is currently seeking a new Senior Tax Associate for a great Remote opportunity with their growing team.
About the Opportunity:
- Start Date: ASAP
- Assignment Length: Ongoing (temp to perm possibility)
- Hours: 40 per week (flexible; can work anytime, but must get work done)
Responsibilities:
- Prepare and review federal and state tax returns for individuals (1040) and various entity types (1120, 1120S, 1065)
- Ensure accuracy, completeness, and compliance with current tax laws and regulations
- Advise clients on optimal tax strategies and compliance matters
- Address excise tax and sales tax filings
- Research and resolve IRS and state notices, communicating directly with agencies and representing client interests
- Prepare written responses, liaise with government entities, and manage documentation to ensure timely resolution
- Provide cost accounting insights for clients by assisting with inventory valuation, overhead allocation, and other industry-specific complexities
- Work closely with the Broader Tax team to refine internal workflows, templates, and processes, driving efficiency and quality
- Serve as a primary point of contact for assigned clients, building trust and demonstrating proactive communication
- Perform other duties, as needed
Qualifications:
- 3+ years of experience in a Public Accounting role/setting
- Bachelor's Degree in Accounting, Finance, or a related field
- Hands-on experience with Tax return preparation and review (1040, 1120, 1120S, 1065)
- Strong knowledge of Cost Accounting methods & concepts, especially for cultivation/manufacturing clients
- Familiarity with excise tax and sales tax compliance
- Proficiency with ProConnect or similar tax software
- Solid analytical, problem-solving, and research skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills:
- Active CPA or EA license (or significant progress toward licensure)
- Experience preparing Retail Tax returns
- Prior exposure to Cannabis industry clients
- Experience working with Cultivation / Manufacturing clients
Seniority level
Mid-Senior level
Employment type
Temporary
Job function
Accounting/Auditing
Industries
Accounting