Tax Associate: Client-Focused Tax & Bookkeeping Pro

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

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.