Tax Senior

Jobot; New City (NY); On-site; USD 75,000 - 95,000; Full time

Job summary

Jobot is a well-established public accounting firm seeking a Tax Senior for our New City, NY office. You will prepare and review tax returns for individuals, partnerships, corporations, and S-corporations, while identifying tax-saving opportunities and providing proactive planning.

As a trusted advisor, you will manage multiple engagements, mentor staff, and build strong client relationships with owners and high-net-worth individuals.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA license or active pursuit of CPA preferred.
• 4+ years of public accounting tax experience.
• Experience preparing and reviewing individual and business tax returns.
• Strong understanding of tax compliance, tax planning, and tax research.
• Experience working with closely held businesses, business owners, and high-net-worth individuals preferred.
• Ability to manage multiple engagements in a deadline-driven environment.
• Strong client-facing communication and relationship management skills.
• Experience mentoring, coaching, or supervising staff.
• Strong organizational, analytical, and project management abilities.
• Proficiency with professional tax preparation and research software.
• Commitment to delivering exceptional client service and building long-term client relationships.

Responsibilities

• Prepare and review individual, partnership, corporate, and S-corporation tax returns.
• Identify tax-saving opportunities and provide proactive tax planning strategies for clients.
• Manage multiple tax engagements while ensuring deadlines and client expectations are met.
• Serve as a trusted advisor and primary point of contact for business owners and individual clients.
• Build and maintain strong client relationships through exceptional service and communication.

Skills

Tax planning

Tax research

Client relationship management

Mentoring staff

Communication skills

Project management

Education

Bachelor's degree in Accounting or related field

CPA license or active pursuit of CPA

Tools

Tax preparation software

Tax research software

Job description

Tax Senior

$75000 - $95000 per year | New City, NY | On-site | Permanent

Tax Senior | Public Accounting | Tax Preparation, Review & Client Management

A bit about us:

We are a well-established, relationship-driven public accounting firm serving privately held businesses, entrepreneurs, families, and individuals throughout the region. Our team is known for delivering personalized tax, accounting, and advisory services while maintaining a collaborative, client-focused culture. We believe in building long-term relationships, investing in our people, and providing meaningful opportunities for professional growth.

Why join us?

Why Join Us?

• Established and respected CPA firm with a loyal client base
• Diverse exposure to individuals, closely held businesses, trusts, and partnerships
• Collaborative environment with direct access to leadership and mentorship opportunities
• Opportunity to manage client relationships and play a key role in firm growth
• Flexible and supportive culture focused on work-life balance
• Clear path for professional development and advancement

Job Details

Key Responsibilities

• Prepare and review individual, partnership, corporate, and S-corporation tax returns
• Identify tax-saving opportunities and provide proactive tax planning strategies for clients
• Manage multiple tax engagements while ensuring deadlines and client expectations are met
• Serve as a trusted advisor and primary point of contact for business owners and individual clients
• Build and maintain strong client relationships through exceptional service and communication
• Review work prepared by staff accountants and provide coaching, guidance, and mentorship
• Train and develop junior team members and interns
• Conduct tax research and resolve complex tax matters
• Recommend practical solutions for compliance and planning issues
• Utilize tax preparation and research software to efficiently deliver services
• Stay current on tax legislation, regulatory updates, and industry developments
• Collaborate with firm leadership on client strategy, business development, and process improvements
• Deliver high-quality tax compliance and advisory services with a client-first mindset

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA license or active pursuit of CPA preferred
• 4+ years of public accounting tax experience
• Experience preparing and reviewing individual and business tax returns
• Strong understanding of tax compliance, tax planning, and tax research
• Experience working with closely held businesses, business owners, and high-net-worth individuals preferred
• Ability to manage multiple engagements in a deadline-driven environment
• Strong client-facing communication and relationship management skills
• Experience mentoring, coaching, or supervising staff
• Strong organizational, analytical, and project management abilities
• Proficiency with professional tax preparation and research software
• Commitment to delivering exceptional client service and building long-term client relationships

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.