Tremendous opportunity for a CPA with 10 years of experience looking to be a partner and to join our dynamic team in our Woodbury, NY office.

This position is for an ambitious individual looking to be a partner in a rapidly growing and successful CPA practice. We would like for this individual to transition a high-volume of write-up/tax clients from a partner planning to retire in a few years.

Candidate should be proficient with general ledger activity and all aspects of tax preparation and planning including sales tax. The ability to develop and maintain client relationships is a must. Individual should have excellent communication skills being able to communicate effectively with clients and staff.

Key Objectives:

• Assume responsibility for planning, supervising, and completing engagements.

• Plan the timing and assigning of staff to engagements.

• Supervise and lead Managers, Supervisors, and Staff Accountants, as well as provide feedback to them and evaluate their progress.

• Develop new client contacts and relationships beneficial to the firm.

• Recognize opportunities to provide additional services to existing clients and efficiencies

within the workplace.

• Apply knowledge of current issues in tax, regulatory requirements, and industry-specific

concerns to clients and be able to identify where they may impact a client and recommend

strategies

• Assume responsibility for planning, supervising, and completing engagements.

• Review engagement work papers, resolve any problems and keep the partner informed of all important developments in the engagement.

• Provide on the job training to team members

• Assist in administrative functions as assigned by the partners.

Requirements:

• Excellent communication skills. Able to communicate effectively with business owners and personnel.

• Possess a positive, can-do attitude with a firm-first mindset and be a team player.

• Strong experience using tax preparation software and Microsoft Office.

Tax Principal Job Description

• Strong experience using tax software with Thomson Reuters UltraTax CS and/or CCH

ProSystem FX, Microsoft Office, and Intuit QuickBooks

• Demonstrate knowledge of prevailing tax laws and developments

• Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, Sales Tax and Multi states

• Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships

• Superior attention to detail

• Must be organized and proactive

• Ability to communicate with business owners and personnel

• Bachelor of Science in Accounting

• Active New York CPA

• 10 years of recent, continuous CPA firm experience

• Experienced tax professional

• Extensive experience with write-ups and sales tax returns

• Full-time work in the NYC office plus travel to client offices

• Recognize opportunities to provide additional services to existing clients and efficiencies

within the workplace.

Salary:

Up to $200k (Commensurate with experience) discretionary bonus

Job Type:

Full-time

Benefits:

• 401(k)
• Dental insurance
• Vision insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• Monday to Friday in office from 9:00am – 5:30pm with increased hours for busy seasons

Ability to commute/relocate:

• NYC: Reliably commute or planning to relocate before starting work (Required)

Job Type: Full-time

Pay: $185,000.00 - $210,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 10 years

Schedule:

• Extended hours
• Monday to Friday

Application Question(s):

• Extensive experience with write-ups and sales tax returns

Experience:

• Tax experience: 10 years (Required)

License/Certification:

• CPA (Required)

Ability to Commute:

• Woodbury, NY (Required)

Ability to Relocate:

• Woodbury, NY: Relocate before starting work (Required)

Work Location: In person