Tax Pro: Compliance, Planning & Returns

Freedman CPA, P.C.; New York (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

Freedman CPA, P.C. in New York City and nearby locations seeks a detail-oriented Tax Preparer to consult with clients and provide tax preparation services.

The role reports to a senior tax professional, with duties including client interaction, gathering tax information, preparing returns and researching tax issues. Successful candidates will ensure client compliance with IRS regulations, minimize tax liabilities, and maintain accurate client records in a boutique CPA firm serving sophisticated

Qualifications

• Bachelor’s degree in taxation or accounting is required.
• CPA certification is preferred.
• At least 1 year of tax preparation experience.
• Experience using tax preparation software.
• Strong communication and time-management skills.

Responsibilities

• Ensure clients comply with IRS regulations and meet state/federal obligations.
• Analyze and minimize tax liabilities using tax reduction strategies.
• Review financial records, income statements, and expenditures.
• Prepare and file tax returns for individuals, partnerships and companies.
• Research tax issues and assist with audits.
• Consult with clients, review tax information, and respond to questions.
• Advise clients on employee health care benefits, compensation, and accounting systems.
• Maintain accurate and up-to-date client records.

Skills

Analytical

Communication

Time management

Customer service

Problem-solving

Education

Bachelor’s degree in taxation or accounting

CPA certification

Tools

Tax software

Job description

Freedman CPA, P.C. in New York City and nearby locations seeks a detail-oriented Tax Preparer to consult with clients and provide tax preparation services.

The role reports to a senior tax professional, with duties including client interaction, gathering tax information, preparing returns and researching tax issues. Successful candidates will ensure client compliance with IRS regulations, minimize tax liabilities, and maintain accurate client records in a boutique CPA firm serving sophisticated