Tax Associate: Planning, Compliance & Client Advisory

Freedmancpa; Plantation (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Freedmancpa, a boutique CPA firm with offices in New York City and Plantation, FL, seeks a detail-oriented Tax Preparer to consult with clients and prepare tax returns. You will report to a senior tax professional and handle tax research, client inquiries, and documentation to ensure IRS compliance and minimize liabilities.

The role emphasizes preparing returns for individuals, partnerships, and companies, with a focus on accuracy, client service, and timely filing in a fast-paced environment.

Qualifications

• Bachelor's degree in taxation or accounting is required.
• CPA certification is preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Ability to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.
• Excellent accounting skills.
• Good customer service skills.

Responsibilities

• Ensuring clients comply with IRS regulations and meet state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Researching tax issues and assisting with tax audits.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintaining accurate and up-to-date client records.

Skills

Communication skills

Time management

Analytical skills

Problem-solving

Customer service

Attention to detail

Education

Bachelor's degree in taxation or accounting

Tools

Tax preparation software

Job description

Freedmancpa, a boutique CPA firm with offices in New York City and Plantation, FL, seeks a detail-oriented Tax Preparer to consult with clients and prepare tax returns. You will report to a senior tax professional and handle tax research, client inquiries, and documentation to ensure IRS compliance and minimize liabilities.

The role emphasizes preparing returns for individuals, partnerships, and companies, with a focus on accuracy, client service, and timely filing in a fast-paced environment.