Tax Preparer

Overview

Location: Southampton, New York, United States

Employment Type: Full time

Education/Certification
:

• High school diploma or equivalent required; bachelor’s in Accounting or related field preferred

• CPA, EA, or RTRP designation is a plus

• Minimum 1 year of hands-on tax preparation experience
• Experience with individual, partnership, corporate, and/or trust returns
• Client-facing or interview-based intake experience preferred

• Proficiency in tax preparation software (e.g., Lacerte, Drake, Pro Series, Ultra Tax)
• Familiarity with Quick Books is a plus
• Excellent communication and client service skills
• Strong attention to detail and ability to meet deadlines under pressure

• Must meet all IRS and state tax preparer requirements and maintain active registration

• Conduct client interviews and collect relevant income and deduction data
• Prepare and review individual, partnership, corporate, and trust returns
• Analyze documents such as W-2s, 1099s, and K-1s to ensure accuracy and maximize deductions
• Coordinate with senior staff for return reviews and accuracy checks
• Assist clients with IRS/state filings, audit responses, and correspondence
• Stay current on tax law changes and assist with planning for complex returns
• Maintain strong client relationships and support additional firm services
• Provide seasonal coverage (25-35 hours/week), up to 40 hours/week during peak periods

• Associate

• Full-time

• Accounting/Auditing

• Accounting

Note:

Boilerplate recruitment lines and cross-posted job alerts unrelated to the role have been omitted to keep the description focused on the job duties and requirements.