Tax Senior – Public Accounting

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

Job summary

Jobot is seeking a Tax Senior to join our growing team in New York. This role offers broad exposure to federal, state, and local tax engagements for high-net-worth individuals, private companies, and trusts, with increasing responsibility and client interaction.

Hybrid schedule with in-office work typically 3 days a week, mentorship from leadership, and a clear path to tax planning and advisory work within a stable, long-tenured firm.

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
• Experience with CCH Axcess or similar tax software required

Responsibilities

• Prepare and review federal, state, and local tax returns including individuals (1040) with high-net-worth clients
• Prepare Partnership (1065), S-Corp (1120-S), and C-Corp (1120) tax returns
• Work with multi-entity client structures and K-1 reporting
• Communicate 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

Skills

Public tax experience

1040 tax returns

Pass-through entities (1065, 1120-S)

High-net-worth clients

Trusts & Estates (1041)

Generalist background

CPA license or CPA candidate

Tax software (CCH Axcess)

Education

CPA license or CPA candidate

Tools

CCH Axcess

Job description

Job details

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

This Jobot Job is hosted by: Kal Mayer

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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