Tax Preparer

Confidential; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Confidential in New York seeks an experienced Tax Preparer to support a substantial practice of individual and small business clients. This hands-on role focuses on accurate, timely filings and direct client interaction.

The position concentrates on individual returns, including business owners whose personal returns tie to their business activity, with deadlines driving the workload during tax season. Candidates typically have 4–8 years of tax preparation experience, strong 1040 knowledge, and

Qualifications

• Approximately 4–8 years of tax preparation experience.
• Strong individual income tax experience, including Form 1040 prep.

Responsibilities

• Prepare federal and state individual income tax returns, with emphasis on Form 1040.
• Prepare small business tax returns and related schedules.
• Review client records and prior-year returns to identify discrepancies.
• Ensure business income and deductions are reflected in personal returns.
• Communicate with clients to gather information and answer questions.
• Research tax issues and collaborate on complex matters.
• Manage a high volume of returns and deadlines.
• Assist with extensions, amended returns, and responses to notices.

Skills

Tax preparation

Client communication

Attention to detail

Time management

Job description

Base Salary: $90,000–$130,000, depending on experience

An established public accounting firm is seeking an experienced Tax Preparer to support a substantial practice of individual and small business clients. This is a hands-on preparation role for someone who enjoys working directly with clients, managing multiple returns, and taking ownership of accurate, timely filings.

The position has a significant focus on individual income tax returns, including business owners whose personal returns connect to their business activity. The individual practice is heavily concentrated around tax filing deadlines, with small business tax work rounding out the scope.

Responsibilites:

• Prepare federal and state individual income tax returns, with a heavy emphasis on Form 1040.
• Prepare small business tax returns and related schedules based on client needs.
• Review client records, prior-year returns, and supporting documentation to identify missing information and resolve discrepancies.
• Work with business owners to ensure business income, deductions, and pass-through items are accurately reflected in their individual returns.
• Communicate with clients to gather information, clarify transactions, and answer preparation-related questions.
• Research tax issues and work with Alex and the team on more complex matters.
• Manage a high volume of returns while maintaining accuracy, organized workpapers, and filing deadlines.
• Assist with extensions, amended returns, and responses to tax notices as needed.

Qualifications:

• Approximately 4–8 years of tax preparation experience; candidates with additional experience are welcome.
• Strong individual income tax experience, including substantial hands-on preparation of Form 1040.
• Experience preparing returns for small businesses and their owners.
• Public accounting or tax practice experience preferred.
• Ability to handle returns independently while recognizing when an issue requires further review.
• Strong attention to detail, organization, and client communication skills.
• Comfort managing competing deadlines and a concentrated tax-season workload.