Tax Preparer

Tax Preparer | Woodbury, NY

Base Salary: $90,000–$130,000, depending on experience

An established public accounting firm is seeking an experienced Tax Preparer to support a substantial practice of individual and small business clients. This is a hands-on preparation role for someone who enjoys working directly with clients, managing multiple returns, and taking ownership of accurate, timely filings.

The position has a significant focus on individual income tax returns, including business owners whose personal returns connect to their business activity. The individual practice is heavily concentrated around tax filing deadlines, with small business tax work rounding out the scope.

Responsibilites:

• Prepare federal and state individual income tax returns, with a heavy emphasis on Form 1040.
• Prepare small business tax returns and related schedules based on client needs.
• Review client records, prior-year returns, and supporting documentation to identify missing information and resolve discrepancies.
• Work with business owners to ensure business income, deductions, and pass-through items are accurately reflected in their individual returns.
• Communicate with clients to gather information, clarify transactions, and answer preparation-related questions.
• Research tax issues and work with Alex and the team on more complex matters.
• Manage a high volume of returns while maintaining accuracy, organized workpapers, and filing deadlines.
• Assist with extensions, amended returns, and responses to tax notices as needed.

Qualifications:

• Approximately 4–8 years of tax preparation experience; candidates with additional experience are welcome.
• Strong individual income tax experience, including substantial hands-on preparation of Form 1040.
• Experience preparing returns for small businesses and their owners.
• Public accounting or tax practice experience preferred.
• Ability to handle returns independently while recognizing when an issue requires further review.
• Strong attention to detail, organization, and client communication skills.
• Comfort managing competing deadlines and a concentrated tax-season workload.