Tax Accountant

DeWinter Group; New York (NY); Remote; USD 70,000 - 100,000; Full time

Job summary

A leading company in tax consulting is seeking a Tax Accountant specializing in individuals, small businesses, and trust/estate taxes. The role involves preparing tax returns, providing client guidance, and staying updated on tax laws. Candidates must have an active CPA license and at least 3 years of relevant experience, with proficiency in CCH Axcess and TaxDome preferred.

Qualifications

• Active CPA license required.
• 3+ years of recent tax preparation experience, including trust and estate returns.
• Proficiency with CCH Axcess and TaxDome, or willingness to learn.

Responsibilities

• Prepare and review federal and state tax returns for individuals, small businesses, and trusts/estates.
• Communicate directly with clients to gather information and provide tax guidance.
• Manage tax extensions, quarterly estimates, and compliance filings.

Skills

Communication

Client Service

Attention to Detail

Organizational Skills

Education

Active CPA License

3+ years of tax preparation experience

Tools

CCH Axcess

TaxDome

QuickBooks

Job description

Tax Accountant (Individuals, Small Business and Trust/Estate Taxes)
Contract-to-Hire


Responsibilities:

• Prepare and review federal and state tax returns for:
  • Individuals
  • Small businesses
  • Trusts and estates
• Communicate directly with clients to gather information, resolve questions, and provide tax guidance
• Use CCH Axcess and TaxDome for document management, workflow, and client communications
• Provide tax planning insights and identify opportunities for savings or risk mitigation
• Stay current with relevant tax laws and trust taxation updates
• Manage tax extensions, quarterly estimates, and other compliance filings
• Maintain organized and accurate supporting workpapers

Requirements:

• Active CPA license
• 3+ years of recent tax preparation experience, including trust and estate returns.
• Proficiency with CCH Axcess and TaxDome, or willingness to get up to speed quickly
• Solid knowledge of current federal and state tax codes
• Excellent communication and client service skills
• Self-directed and comfortable working independently in a remote environment
• Strong attention to detail and organizational skills

Preferred Qualifications:

• Experience with fiduciary accounting and working with trustees or estate attorneys
• Familiarity with QuickBooks or other small business accounting systems
• Prior experience in a remote work setting

DeWinter Group and Maris Consultingis an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We post pay scales which are based on our client pay ranges. DeWinter, Maris, and our clients have the right to modify the requirements of the role which can impact the pay ranges posted.