Tax Preparer

Don Settanni, CPA PLLC; Armonk (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Retirement Plan

Collaborative Environment

Job summary

Don Settanni, CPA PLLC in Armonk, NY seeks an experienced Tax Preparer (CPA/EA) for a full-time, year-round role. You will prepare and review individual and small business returns, working closely with financial advisors to deliver a coordinated client experience.

The ideal candidate has 3+ years of tax prep experience, strong federal/state tax knowledge, and proficiency with Drake/UltraTax/Lacerte. You will engage directly with clients, manage deadlines, and contribute to year-round planning.

Qualifications

• Active CPA or EA credential in good standing.
• Minimum 3 years of experience preparing individual income tax returns.
• Strong working knowledge of federal and state tax law.
• Proficiency in professional tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar).
• Excellent attention to detail and commitment to accuracy.
• Strong interpersonal and communication skills — you’ll work directly with clients.
• Ability to manage multiple client files and deadlines simultaneously.

Responsibilities

• Prepare accurate federal and state income tax returns for individuals and small businesses.
• Review prior-year returns and client data to identify planning opportunities and issues.
• Communicate with clients to gather documents, explain return details, and answer questions.
• Coordinate with financial advisors to align tax strategy with client plans.
• Stay current on changes in federal and state tax law and their client impact.
• Respond to IRS/state notices and assist with audits or correspondence.
• Maintain organized client records in compliance with firm requirements.
• Provide year-round tax planning, including estimated taxes and Roth conversions.

Skills

Active CPA or EA credential

3+ years tax return experience

Strong tax knowledge

Excellent communication

Attention to detail

Education

Bachelor's degree in Accounting (not stated)

Tools

Drake

UltraTax

Lacerte

Job description

Job Description

Position Overview

We are seeking an experienced and credentialed Tax Preparer to join our team on a full-time, year-round basis. In this role, you will prepare and review individual and small business tax returns for our established client base, working closely with our financial advisors to deliver a coordinated, comprehensive experience. This is an excellent opportunity for a tax professional who enjoys client relationships and wants to be part of a firm that genuinely cares about the people it serves.

Key Responsibilities

• Prepare accurate and complete federal and state income tax returns for individuals, families, and small business clients (1040, Schedule C, Schedule D, Schedule E, and related forms)
• Review prior-year returns and client financial information to identify planning opportunities and potential issues
• Communicate directly with clients to gather necessary documents, explain return details, and answer questions in a clear, approachable manner
• Coordinate with financial advisors to ensure tax strategy is aligned with each client's broader financial plan
• Stay current on changes in federal and state tax law and assess their impact on clients
• Respond to IRS and state tax notices and assist clients with audits or correspondence as needed
• Maintain organized, accurate client records and files in compliance with firm and regulatory requirements
• Support tax planning throughout the year, not just during filing season, including estimated tax calculations, Roth conversion analysis, and year-end planning discussions

Qualifications

Required

• Active CPA (Certified Public Accountant) or EA (Enrolled Agent) credential in good standing
• Minimum 3 years of experience preparing individual income tax returns
• Strong working knowledge of federal and state tax law
• Proficiency in professional tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar)
• Excellent attention to detail and commitment to accuracy
• Strong interpersonal and communication skills — you'll work directly with clients, not just numbers
• Ability to manage multiple client files and deadlines simultaneously

Preferred

• Experience working in a financial planning or wealth management environment
• Familiarity with investment-related tax issues (capital gains, cost basis, retirement distributions, etc.)
• Experience with small business returns (Schedule C, S-Corp, Partnership)
• Proficiency in Microsoft Office, particularly Excel

What We Offer

• Competitive salary commensurate with experience
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan with employer contribution
• A collaborative environment where tax and financial planning work hand in hand
• The opportunity to build meaningful, long-term relationships with clients — not just process returns

Company Description

Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance. As a small firm, we pride ourselves on knowing our clients by name and taking the time to truly understand their financial picture — not just their tax return. Our brother company, Settanni Financial, brings wealth management expertise under the same roof, allowing us to offer clients a fully integrated approach to their financial lives. When you work with us, you're not a number in a queue — you're part of a relationship built on trust, continuity, and genuine care.