Senior Tax Preparer - 1040 & Small Biz Expert

Confidential; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Confidential in New York seeks an experienced Tax Preparer to support a substantial practice of individual and small business clients. This hands-on role focuses on accurate, timely filings and direct client interaction.

The position concentrates on individual returns, including business owners whose personal returns tie to their business activity, with deadlines driving the workload during tax season. Candidates typically have 4–8 years of tax preparation experience, strong 1040 knowledge, and

Qualifications

• Approximately 4–8 years of tax preparation experience.
• Strong individual income tax experience, including Form 1040 prep.

Responsibilities

• Prepare federal and state individual income tax returns, with emphasis on Form 1040.
• Prepare small business tax returns and related schedules.
• Review client records and prior-year returns to identify discrepancies.
• Ensure business income and deductions are reflected in personal returns.
• Communicate with clients to gather information and answer questions.
• Research tax issues and collaborate on complex matters.
• Manage a high volume of returns and deadlines.
• Assist with extensions, amended returns, and responses to notices.

Skills

Tax preparation

Client communication

Attention to detail

Time management

Job description

Confidential in New York seeks an experienced Tax Preparer to support a substantial practice of individual and small business clients. This hands-on role focuses on accurate, timely filings and direct client interaction.

The position concentrates on individual returns, including business owners whose personal returns tie to their business activity, with deadlines driving the workload during tax season. Candidates typically have 4–8 years of tax preparation experience, strong 1040 knowledge, and