Tax Staff Accountant

Job Summary

As a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Staff Accountant will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional.

• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Organize and review client-provided financial information, ensuring accuracy and completeness.
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.

• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines.
• Analyze financial statements, records, and documentation to identify tax‑saving opportunities and compliance issues.
• Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.

• Communicate with clients to gather necessary information and address inquiries related to tax matters.
• Assist in explaining tax concepts and implications to clients in a clear and understandable manner.
• Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations.

• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely.
• Maintain organized and comprehensive tax files and documentation for each client engagement.
• Assist in tracking changes in tax laws and regulations and their potential impact on clients.

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
• Support senior team members in complex tax projects, including audits and specialized tax services.
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends.

None.

Work is conducted in a professional office environment with minimal distractions.

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift up to 15 pounds at a time.

• Travel may be frequent and unpredictable, depending on client’s requirements.

• Bachelor’s degree in accounting, finance, or a related field.
• Mandarin fluency required.
• 1+ year of relevant experience.

• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained.
• Responsible for completing the minimum CPE credit requirement.

• CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Other duties may change at any time with or without notice.

For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. A reasonable estimate of a starting salary for this position is $75,000.

• Positive work environment with a collaborative and supportive work environment where teamwork is valued.
• Competitive compensation tailored to reflect the role, qualifications, and expertise of each individual.
• Comprehensive benefit package including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.