What are the responsibilities and job description for the Tax Accountant position at Insite US?
A mid-size CPA firm based in Westchester that serves high net worth individuals and companies in many exciting industries are seeking a Tax Accountant.
Their strong reputation is built on a history of providing the highest quality service backed by their commitment to long-term client relationships. My client understand the importance of a healthy work-life balance. They actively promote flexible work schedules, remote work options, and provide the necessary resources for their team members to manage their professional and personal lives effectively.
You will have a tremendous opportunity for ongoing career development and work hard in a friendly, supportive environment, while still having time to participate in professional organizations, give back to the community and enjoy your leisure time.
This fantastic firm offers a complete and highly competitive menu of benefits, including insurance, healthcare and retirement plans, in addition to recognition and reward programs.
Responsibilities
- Prepare and review tax returns for individuals, businesses, and other entities, ensuring accuracy and compliance with relevant tax laws and regulations.
- Collaborate with clients to develop tax planning strategies aimed at minimizing tax liabilities and maximizing tax savings.
- Build and maintain strong relationships with clients, serving as their primary point of contact for tax-related matters and providing timely and relevant advice.
- Stay ahead of changes in tax laws and regulations, conduct research on complex tax issues, and analyze their implications for clients.
- Ensure that all tax filings meet deadlines and comply with applicable laws, regulations, and reporting requirements.
- Assist clients in preparing financial statements and other documentation required for tax purposes.
- Work closely with other members of the tax team, including partners, managers, and staff accountants, to deliver high-quality tax services to clients.
- Educate clients on tax matters, helping them understand their tax obligations and opportunities for tax optimization.
- Identify and resolve tax-related issues and discrepancies, providing proactive solutions to clients' tax challenges.
- Contribute to the development and implementation of processes and procedures to enhance the efficiency and effectiveness of the tax practice.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field.
- CPA certification preferred, but not required.
- Proven experience in public accounting or related field.
- Strong knowledge of Generally Accepted Accounting Principles (GAAP) and tax regulations.
- Proficient in accounting software (e.g., QuickBooks, Xero) and Microsoft Excel. * Excellent communication and interpersonal skills.
Benefits
- Competitive salary commensurate with experience.
- Comprehensive health, dental, and vision insurance plans.
- Safe harbor profit sharing
- Generous paid time off and holidays.
- Professional development opportunities and support for continuing education.
- Bonuses
