Tax Senior – Public Accounting

Jobot; Jericho (NY); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Hybrid work schedule

Mentorship from leadership

Exposure to high-net-worth clients

Growth opportunities

Job summary

Jobot, a well-established CPA firm with offices in NYC and Long Island, seeks a Tax Senior to handle a wide range of tax engagements for high-net-worth individuals and closely held businesses.

The position offers a hybrid schedule, mentorship from leadership, and a clear growth path into tax planning and advisory work. Candidates should have 3+ years in public accounting tax and be CPA-eligible or licensed.

Qualifications

• 3+ years of public accounting tax experience.
• Strong experience with 1040s and pass-through entities (1065, 1120-S).
• Exposure to high-net-worth clients.
• Experience with trusts & estates (1041) is a strong plus.
• Generalist background preferred (not highly specialized).
• CPA license or actively pursuing.

Responsibilities

• Prepare and review federal, state, and local tax returns including individuals (1040) and high-net-worth clients.
• Handle partnerships (1065), S-Corps (1120-S), C-Corps (1120), and trusts/estates (1041).
• Analyze financial data and supporting documentation for accuracy and completeness.
• Communicate with clients to request information, resolve issues, and follow up on items.
• Identify tax planning opportunities and manage multiple engagements to meet deadlines.
• Conduct tax research and stay current on tax law updates; review junior staff work.

Skills

1040 tax returns

Pass-through entities

High-net-worth

Public accounting tax

Education

CPA license in progress

Tools

CCH Axcess

Job description

Job details:

Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work

Salary: $100,000 - $145,000 per year

A bit about us:

We are a well-established, mid-sized public accounting and advisory firm with over 50 years of experience serving a diverse client base. With offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries.

Why join us?

• Hybrid work schedule (typically 3 days in-office)
• Strong exposure to high-net-worth individuals and closely held businesses
• True generalist tax experience (not siloed or niche work)
• Opportunity to grow into tax planning and advisory work
• Collaborative, supportive team environment
• Direct access to leadership and mentorship
• Stable, long-tenured firm with strong reputation
• Competitive compensation and clear growth path

Job Details

We are seeking a Tax Senior to join our growing team. This role offers the opportunity to work on a wide variety of tax engagements with meaningful client interaction and increasing responsibility.

Responsibilities

Prepare and review federal, state, and local tax returns including:

• Individuals (1040), including high-net-worth clients
• Partnerships (1065)
• S-Corporations (1120-S)
• C-Corporations (1120)
• Trusts & Estates (1041)
• Analyze financial data and supporting documentation to ensure accuracy and completeness
• Work with multi-entity client structures and K-1 reporting
• Communicate directly with clients to request information, resolve issues, and follow up on open items
• Assist in identifying tax planning opportunities
• Manage multiple engagements and meet filing deadlines
• Conduct tax research and stay current on tax law updates
• Review work of junior staff and provide guidance as needed

Qualifications

• 3+ years of public accounting tax experience
• Strong experience with 1040s and pass-through entities (1065, 1120-S)
• Exposure to high-net-worth clients
• Experience with trusts & estates (1041) is a strong plus
• Generalist background preferred (not highly specialized)
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment
• Excellent communication and interpersonal skills
• CPA license or actively pursuing
• Experience with CCH Axcess or similar tax software required

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.

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