Tax Associate

Here's a polished, recruiter-friendly version of the JD that maintains all of the important details while improving readability and emphasizing growth opportunities.

Location:

Melville, NY 11747 or Midtown Manhattan, N

YWork Arrangement:
Hybrid (3 days in-office) or full-time onsit

tyWe are seeking a Senior Tax Associate to join our growing public accounting practice. This position offers an excellent opportunity for a tax professional who enjoys working with a diverse client portfolio while continuing to develop technically and profession all

y.
You'll work with small and mid-sized businesses, business owners, and high-net-worth individuals across industries including professional services and real estate. This role provides exposure to both tax compliance and tax planning, allowing you to build well-rounded expertise while working closely with experienced professionals and firm leadersh

ip.
If you're pursuing your CPA and looking for a firm that values mentorship, career growth, and long-term development, we'd love to hear from

you.
Key Responsibil

ities

Prepare corporate, partnership, and individual income tax returns (Forms 1120, 1065, and

1040)
Support tax compliance and tax planning engagements for a diverse client

base Prepare individual tax returns for business owners and high-net-worth indivi

duals

Assist with tax research and planning strat

egies

Collaborate with managers and partners to deliver high-quality client se

rvice

Occasionally support audit engagements, as n

eeded

Prepare work papers, analyses, and client deliverables using Microsoft

Excel Utilize Ultra Tax as the primary tax preparation software and Pro System fx Tax as a secondary pla

form Leverage AI-enabled tax research and workflow tools, including CoCounsel, to improve efficiency and qu

tions

Bachelor's degree in Accounting or a related

field2–4 years of recent public accounting exper

ience

Hands-on experience prepa

ring:

Corporate tax returns (Form

1120)
Partnership tax returns (Form

1065)
Individual tax returns (Form

1040)
Experience using tax preparation software, preferably Ult

kills

Ability to manage both business and individual tax engage

ments

Strong analytical, organizational, and communication s

kills

Preferred Qualifica

tion Experience with Pro System f

x Tax Exposure to AI-powered tax research or workflow tools such as Co Co

unsel

Experience serving clients in professional services, real estate, or other small to mid-sized busin

esses

What We

OfferA collaborative, supportive team environment focused on professional develo

pment

Clear opportunities for advancement within a growing

firm Mentorship from experienced tax professionals and firm leade

rship

Hybrid work flexibility with three days in the office, or the option to work fully o

nsite

Exposure to a broad and diverse client base rather than a highly specialized pra

ctice

Stable staffing model with strong year-round support and no reliance on seasonal temporary

staff
Ideal Can

didate

We're looking for a tax professional who enjoys public accounting, is committed to building a long-term career in tax, and is eager to continue developing technical expertise. Candidates from regional or local public accounting firms are encouraged to apply. While Big Four experience is welcome, it is not required for success in this