Tax Accountant

Insite US

New York (NY)

Hybrid

USD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Accelerated career advancement opportunities

Comprehensive continuing education budget

Flexible hybrid work arrangements

Collaborative, supportive team culture

401(k) with firm matching

Job summary

A boutique CPA firm is seeking a talented Tax Accountant to manage tax compliance for high-net-worth individuals and business entities. This entry-level full-time position offers growth opportunities in a collaborative environment. Ideal candidates will possess a Bachelor's degree in Accounting and a CPA license or commitment to obtain one. Competitive salary up to $110,000 with a performance-based bonus structure.

Qualifications

Minimum 3-5 years of public accounting tax experience, preferably with complex client exposure.

Responsibilities

Manage comprehensive tax compliance for high-net-worth individuals and business entities.
Prepare and review federal and multi-state tax returns for corporations and partnerships.
Develop and maintain strong client relationships through proactive communication.

Skills

Advanced proficiency in tax preparation software

Strong knowledge of federal and state tax compliance

Experience with high-net-worth individual and business entity taxation

Education

Bachelor's degree in Accounting, Finance, or related field

CPA license required or commitment to obtain within 12 months

Tools

CCH Axcess

ProSystem fx

Job description

This range is provided by Insite US. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $110,000.00/yr

Direct message the job poster from Insite US

CPA Recruiter Specialising in Tax & Audit

Tax Accountant

Company Overview

Join a dynamic, forward-thinking boutique CPA firm that punches above its weight class. Despite their intimate size, they serve sophisticated clients typically found at Big Four firms, offering the perfect blend of personalized service and complex, challenging work. Their progressive approach combines cutting-edge technology with traditional accounting excellence, creating an environment where innovation meets expertise.

Position Summary

They're seeking a talented Tax Accountant to join our growing team and take ownership of diverse, high-complexity client engagements. This role offers exceptional growth opportunities in a collaborative environment where your contributions directly impact client success and firm growth. You'll work with sophisticated tax matters while enjoying the mentorship and career development typically unavailable at larger firms.

Key Responsibilities

Manage comprehensive tax compliance for high-net-worth individuals, complex partnerships, and sophisticated business entities
Prepare and review federal and multi-state tax returns for corporations, partnerships, trusts, and high-income individuals
Develop and maintain strong client relationships through proactive communication and strategic tax planning
Serve as primary contact for assigned client portfolio, ensuring exceptional service delivery
Research complex tax issues using professional databases and provide well-reasoned conclusions
Identify tax planning opportunities and develop strategic recommendations for clients
Handle sophisticated transactions including mergers & acquisitions, real estate investments, and multi-entity structures
Stay current with evolving tax legislation and its impact on client strategies
Prepare detailed tax provision calculations and supporting documentation
Implement and optimize tax software and workflow technologies to enhance efficiency
Lead process improvements and mentor junior staff members
Collaborate with partners on business development initiatives and client expansion
Participate in firm-wide strategic planning and technology adoption initiatives

Required Qualifications

Bachelor's degree in Accounting, Finance, or related field
CPA license required (or commitment to obtain within 12 months)
Minimum 3-5 years of public accounting tax experience, preferably with complex client exposure
Advanced proficiency in tax preparation software (CCH Axcess, ProSystem fx, or similar)
Strong knowledge of federal and state tax compliance and planning
Experience with high-net-worth individual and business entity taxation

What They Offer

Accelerated career advancement opportunities with clear partnership track
Comprehensive continuing education budget and professional development support
Direct access to firm leadership and mentorship from experienced partners
Opportunity to specialize in niche areas and develop expertise
Flexible hybrid work arrangements with modern technology infrastructure
Competitive PTO policy with additional flex days during non-peak periods
Seasonal schedule adjustments to promote work-life balance
Collaborative, supportive team culture
Competitive base salary commensurate with experience ($75,000 - $110,000)
Performance-based bonus structure with growth potential
Comprehensive health, dental, and vision insurance
401(k) with firm matching
Professional dues and continuing education reimbursement

Growth Trajectory

This role is designed for ambitious professionals seeking rapid advancement in a supportive environment. Successful candidates will have opportunities to: