Tax Associate

Position: Sr Tax AssociateLocation: Melville, NY

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
The CompanyThis is the same firm described above. For this role, the pitch is that the firm develops its people. Seniors get mentorship, a varied client base instead of one narrow niche, and a clear path into higher-level tax roles.
The RoleA hands-on preparer and reviewer of business, partnership and personal tax returns. The clients are business owners and wealthy individuals, mostly in professional services and real estate. The work is mostly tax filing with some tax planning and occasional audit support. This person works with everyone from staff up to partners.
Additional Information:Tax work (compliance and planning) -Clients - Small & medium sized businesses - Professional services (lawyers, doctors), real estateClient work is largely corporate work; but do some level of personal tax for owners of the business; personal for high net worth...Software: Majority UltraTax - creative solutions; some used ProSystemsGenerally staffed fairly well throughout the year;
Must-Haves2–3 years of recent public accounting experienceHas prepared 1120, 1065 and 1040 returnsComfortable xzbcwsv with a mix of business and personal returnsHands-on tax software experience (UltraTax ideal; ProSystems is also used)Strong Excel skillsAble to commute to Melville
Nice-to-HavesCPA license, or actively working toward itHigh-net-worth individual returnsReal estate or professional services clientsAI tax research tools (CoCounsel)