Tax Preparer

WhiteCap Workforce Solutions; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Whitecap Search is seeking a dedicated tax professional with a strong background in preparing and reviewing tax returns for high-net-worth individuals and various entities. The role requires meticulous attention to detail, strong analytical skills, and a commitment to delivering exceptional client service.

The candidate will prepare and review federal, state, and local returns, analyze client finances, respond to IRS notices, and collaborate with advisory teams to provide comprehensive client

Qualifications

• 3–10 years of experience; CPA is a plus but not mandatory.
• Clean backgrounds and stable employment history preferred.
• Mid-sized firm experience preferred; open to hands-on candidates from smaller firms.

Responsibilities

• Prepare and review federal, state, and local tax returns for high-net-worth individuals, partnerships/K-1s, trusts, and gift tax filings.
• Collect, organize, and analyze client financial information and supporting documentation.
• Ensure accuracy and compliance with current tax laws, regulations, and filing requirements.
• Assist with tax planning strategies and year-round client advisory services.
• Research tax issues and prepare supporting documentation for complex tax matters.
• Communicate directly with clients regarding tax questions, outstanding items, and filing updates.
• Respond to IRS and state tax notices and support audit inquiries as needed.
• Collaborate with internal tax, accounting, and advisory teams to deliver comprehensive client solutions.

Skills

Tax preparation

Analytical skills

Client communication

Job description

Whitecap Search is seeking a dedicated and experienced tax professional. The ideal candidate will have a strong background in preparing and reviewing tax returns for high-net-worth individuals and various entities. This role requires meticulous attention to detail, strong analytical skills, and a commitment to delivering exceptional client service.

Whitecap Search is seeking a dedicated and experienced tax professional. The ideal candidate will have a strong background in preparing and reviewing tax returns for high-net-worth individuals and various entities. This role requires meticulous attention to detail, strong analytical skills, and a commitment to delivering exceptional client service.

Function

• Prepare and review federal, state, and local tax returns for high-net-worth individuals, partnerships/K-1s, trusts, and gift tax filings.
• Collect, organize, and analyze client financial information and supporting documentation.
• Ensure accuracy and compliance with current tax laws, regulations, and filing requirements.
• Assist with tax planning strategies and year-round client advisory services.
• Research tax issues and prepare supporting documentation for complex tax matters.
• Communicate directly with clients regarding tax questions, outstanding items, and filing updates.
• Respond to IRS and state tax notices and support audit inquiries as needed.
• Collaborate with internal tax, accounting, and advisory teams to deliver comprehensive client solutions.

Requirements

• 3-10 years of experience; CPA is a plus but not mandatory.
• Looking for candidates with clean backgrounds and stable employment history.
• Experience in mid-sized firms is ideal; smaller firms will be considered if candidates are hands‑on, willing to learn, detail‑oriented, and possess a strong work ethic.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.