Tax Associate

Nextera Search; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Nextera Search is seeking an experienced tax professional to join our Professional Services team as a Tax Associate in New York. You will prepare federal, state, and local returns for individuals, partnerships, S corporations, and trusts, while performing bookkeeping tasks and maintaining client records.

The ideal candidate has 2+ years of tax experience, CPA preferred, and strong skills in QuickBooks and Excel.

Qualifications

• Bachelor's degree in Accounting required; Master's degree a plus.
• CPA designation highly preferred.
• 2+ years of tax prep and bookkeeping experience in public accounting.
• Proficiency in QuickBooks and Microsoft Excel.
• Experience with Drake, Lacerte, UltraTax or similar software.
• Strong attention to detail with solid organizational skills and timemanagement.
• Excellent written and verbal communication with a client-service mindset.
• Ability to work independently while managing multiple deadlines.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, partnerships, S corporations, and trusts.
• Perform monthly, quarterly, and annual bookkeeping using QuickBooks Online/Desktop.
• Reconcile bank accounts and credit card activity for accurate reporting.
• Assist with payroll tax filings and sales tax compliance.
• Communicate with clients to gather docs and provide status updates.
• Maintain organized client records and supporting documentation.
• Support year-end tax planning and advisory initiatives.
• Stay informed on tax law updates and evolving compliance requirements.

Skills

Attention to detail

Time management

Client-service mindset

Communication skills

Independent work

Education

Bachelor's degree in Accounting

Master's degree (preferred)

Tools

QuickBooks

Microsoft Excel

Drake

Lacerte

UltraTax

Job description

A Professional Services Firm is seeking an experienced tax professional to join their team as a Tax Associate.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, partnerships, S corporations, and trusts
• Perform monthly, quarterly, and annual bookkeeping functions using QuickBooks Online and Desktop
• Reconcile bank accounts and credit card activity to ensure accurate financial reporting
• Assist with payroll tax filings and sales tax compliance
• Communicate directly with clients to gather documentation, address questions, and provide status updates
• Maintain accurate and organized client records and supporting documentation
• Support year-end tax planning and advisory initiatives
• Stay informed on tax law updates and evolving compliance requirements

Qualifications

• Bachelor's degree in Accounting required; Master's degree is a plus
• CPA designation highly preferred
• 2+ years of experience in tax preparation and bookkeeping, preferably within public accounting
• Proficiency in QuickBooks and Microsoft Excel
• Experience with tax preparation software such as Drake, Lacerte, UltraTax, or similar platforms
• Strong attention to detail with excellent organizational and time management skills
• Effective written and verbal communication skills with a client-service mindset
• Ability to work independently while managing multiple priorities and deadlines