CPA/Senior Tax Preparer

A well-established regional CPA firm based in Woodbury, NY is seeking a Senior Tax Accountant to join its Private Client Group. This is a hands‑on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager, take meaningful ownership of client relationships, and operate as a core member of a close‑knit, collaborative team. The position is 4 days per week in office.

What you'll do

Prepare complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S‑corps, and trusts

Assist in the preparation of fiduciary income tax returns for trusts and estates

Support preparation of business entity returns (partnerships, S‑corps, C‑corps) as needed

Manage client workbooks and engagement documentation in Excel

Prepare returns using the Lacerte tax software platform

Communicate directly with clients regarding return preparation, open items, and tax planning matters

Collaborate within the Private Client Service group on shared engagements

What we're looking for

3–6+ years of public accounting experience, with a focus on individual income tax compliance for high net worth clients

Hands‑on experience with multi‑state returns, brokerage statements, and Schedule K-1s

Exposure to fiduciary and business entity return preparation is a plus

Proficiency in Lacerte and Excel; comfort working with structured client workbooks

Strong verbal and written communication skills; confidence interacting directly with clients

CPA preferred; CPA candidates actively pursuing licensure will be considered

Collaborative, team‑oriented mindset with the ability to thrive in a group setting

What sets this role apart

Direct training and mentorship from Partner and Manager; not a large‑firm hierarchy

Real client ownership and relationship responsibility early in your tenure

Tight‑knit, collegial team with a strong culture of professional development

Compensation

$125,000-$150,000 base + discretionary bonus

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