Tax Preparer; CPA Firm

Overview

Freedman CPA, P.C. is a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving a roster of sophisticated clients. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and client-specific consulting.

We are looking for a detail-oriented tax associate to consult with clients and provide tax preparation services. The tax preparer will report to a senior tax professional. Responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects. To be successful you should ensure clients comply with IRS regulations and work to minimize their tax liabilities.

• Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Researching tax issues and assisting with tax audits.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintaining accurate and up-to-date client records.

• Bachelor’s degree in taxation or accounting required.
• CPA certification preferred.
• 2+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Ability to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.
• Excellent accounting skills.
• Good customer service skills.

New York, United States
• Full-time
• Partially remote