Tax Preparer (High-Net-Worth)

Base pay range $80,000.00/yr - $110,000.00/yr About our client: Our client is a boutique advisory firm with offices in Westchester, Long Island and Connecticut specializing in wealth management, financial advisory and tax/accounting services. NEWLY-CREATED TAX ACCOUNTANT ROLE --> WILL SIT IN WHITE PLAINS OFFICE Responsibilities: Prepare federal, state, and local tax returns for individuals, businesses, and trusts. Identify and implement basic tax planning strategies to help clients minimize liabilities. Communicate with clients to gather necessary tax information and address routine tax‐related inquiries. Research tax issues and stay informed on basic changes to tax legislation and regulations. Ensure timely filing of tax returns and adherence to quality standards. Assist clients with responding to tax notices and basic audit inquiries. Provide excellent client service through clear communication and responsiveness. Qualifications: 1+ year of experience in tax planning, preparation, and advisory services within public accounting or financial advisory firms. Advanced proficiency with accounting software (e.g., Intuit QuickBooks, Microsoft Excel, tax preparation platforms). Exceptional analytical, organizational, and problem‑solving skills. Excellent written and verbal communication skill. Seniority level Associate Employment type Full‑time Job function Accounting/Auditing and Finance Industries Financial Services, Investment Advice, and Business Consulting and Services #J-18808-Ljbffr The Greene Group