Senior Tax Preparer

Senior Tax Preparer – Public Accounting

Location: Midtown Manhattan, NYC

Employment Type: Full-Time, Permanent

Schedule: Monday–Friday, 100% Onsite

Salary: $120,000–$140,000 annually

Position Overview

An established New York City accounting and tax firm is seeking an experienced Senior Tax Preparer to join its team. This is an excellent opportunity for a tax professional who enjoys hands-on preparation, working with high-net-worth clients, and handling a diverse range of complex individual and business tax returns.

The position is primarily focused on tax preparation (approximately 75–80%), with additional responsibilities involving return review, tax planning, and direct client communication. The firm offers exposure to sophisticated tax matters and is willing to provide training in specialized areas for the right candidate.

Key Responsibilities

• Prepare and review federal and state tax returns for high-net-worth individuals, trusts, corporations, partnerships, LLCs, and exempt organizations.
• Handle complex trust filings, including Charitable Remainder Annuity Trusts (CRATs) and Charitable Remainder Unitrusts (CRUTs), as well as gift tax returns.
• Prepare returns for C-corporations, S-corporations, and partnerships.
• Assist with foreign tax reporting requirements, including Forms 5471, 5472, 8938, and FinCEN 114 (FBAR).
• Communicate directly with clients regarding tax questions, documentation, and filing requirements.
• Prepare and review responses to IRS and state tax authority notices.
• Assist with tax projections and planning for individual and business clients.
• Ensure accuracy, compliance, and timely completion of tax filings.

Qualifications

• 5+ years of tax preparation experience , preferably within a public accounting or tax firm.
• Strong hands-on experience preparing individual and business tax returns.
• Experience with high-net-worth individuals, trusts, partnerships, and corporate tax returns highly desirable.
• Solid understanding of federal and state tax regulations.
• Familiarity with international tax reporting requirements is a plus.
• Experience with CCH ProSystem fx and BNA Income Tax Planner preferred.
• CPA or Enrolled Agent (EA) designation is a plus, but not required.
• Strong attention to detail, organizational skills, and ability to manage multiple deadlines.
• Excellent communication skills and confidence interacting directly with clients.

Why Join?

• Competitive salary of $120,000–$140,000.
• Work with a sophisticated client base, including high-net-worth individuals, trusts, and businesses.
• Gain exposure to complex tax matters with opportunities for continued professional development.
• Join an established firm that values technical expertise and hands-on contributions.
• Focus on tax preparation and planning without audit responsibilities.