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Tax Accountant - Small Business & Individual Taxes

Graystone
New York, NY Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/25/2025

Job Description

Job Description

About Us :

Work for a team of trusted advisors helping individuals and small businesses navigate the complexities of taxes and accounting. We pride ourselves on offering personalized, expert service that empowers our clients to thrive. As we continue to grow, we're looking for a  CPA  to join our dynamic team in the heart of New York City. If you’re passionate about accounting, taxes, and helping clients achieve financial success, we want you to be part of our mission.

What You'll Do :

As a  CPA  you will play a key role in providing high-quality accounting and tax services to a variety of clients—from small businesses to individuals. You’ll be at the forefront of ensuring our clients stay compliant and financially sound, all while optimizing their tax strategy and providing actionable insights. Here’s a snapshot of what you can expect to do :

  • Prepare and file individual and small business taxes  – including  personal ,  LLC ,  partnership ,  corporate , and  payroll taxes .
  • Manage sales taxes  and other state and local tax filings to ensure compliance with all tax regulations.
  • Compile financial statements  and assist in the preparation of  balance sheets, profit & loss statements , and cash flow analysis for small businesses.
  • Collaborate with clients  to understand their business operations and offer proactive tax strategies, minimizing liabilities, and maximizing savings.
  • Offer personalized guidance  to individuals regarding tax planning, deductions, and credits to optimize their tax return.
  • Assist with  year-end closing  processes and handle any accounting-related inquiries or concerns.
  • Provide  audit support  and assist with responding to IRS notices or audits as needed.
  • Stay on top of new tax laws and regulations, keeping clients informed on how they may impact their filings or financial decisions.

Who You Are :

You’re an enthusiastic and detail-oriented  CPA  who thrives in helping small businesses and individuals.  You’re passionate about accounting, taxes, and helping people—whether that’s small business owners or individuals—navigate the world of financial services. You enjoy problem-solving, managing a variety of tasks, and delivering top-tier service that exceeds client expectations.

Key Qualifications :

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Minimum of 3-5 years of experience  in tax preparation and accounting, particularly in the small business and individual tax space.

    Proficiency in  tax software  -  Lacerte   a plus

  • In-depth knowledge of  tax laws ,  IRS regulations , and  financial statements .
  • Strong understanding of  sales tax  and  payroll tax  requirements.
  • Excellent communication skills —you can explain complex tax issues in a way that makes sense to clients.
  • Detail-oriented and organized , with a strong ability to manage deadlines and multiple tasks.
  • CPA certification

    Why Work Here?

    Exciting work environment :  you’ll have the chance to work with a dynamic team of professionals in a collaborative environment with opportunities for growth including operating our practice.

  • Client impact : Your work will directly affect the financial success of individuals and small businesses—helping them succeed and grow.
  • Growth opportunities : We believe in continuous learning. We provide ongoing professional development and support your career growth, whether you want to specialize in a particular area or take on more managerial responsibilities.
  • Work-life balance : We understand that life outside of work matters, and we offer flexibility to ensure you can maintain balance while excelling in your role.
  • Competitive salary  and benefits package, including health insurance, retirement savings plan, and professional development opportunities.
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