Tax Strategy Associate - Detail‑Oriented Prep & Compliance

Freedmancpa; New York (NY); Hybrid; USD 52,000 - 73,000; Full time

Job summary

Freedmancpa is seeking a detail-oriented Tax Preparer to consult with clients and provide comprehensive tax preparation services. The role reports to a senior tax professional, with responsibilities including gathering information, preparing returns, and performing tax research to minimize liabilities.

The ideal candidate has a bachelor’s degree in taxation or accounting, 1+ years of experience, and proficiency with tax software; CPA is preferred.

Qualifications

• Bachelor’s degree in taxation or accounting required.
• CPA certification preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Ability to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.
• Excellent accounting skills.
• Good customer service skills.

Responsibilities

• Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Researching tax issues and assisting with tax audits.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintaining accurate and up-to-date client records.

Skills

Analytical skills

Communication skills

Time management

Attention to detail

Customer service

Problem-solving

Education

Bachelor's degree in taxation or accounting

CPA certification preferred

Tools

Tax software and applications

Job description

Freedmancpa is seeking a detail-oriented Tax Preparer to consult with clients and provide comprehensive tax preparation services. The role reports to a senior tax professional, with responsibilities including gathering information, preparing returns, and performing tax research to minimize liabilities.

The ideal candidate has a bachelor’s degree in taxation or accounting, 1+ years of experience, and proficiency with tax software; CPA is preferred.