What are the responsibilities and job description for the Tax Preparer position at Insite US?
I am partnered with a mid-sized CPA firm based in New York City that serves high net worth individuals and companies in many exciting industries. 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.
They are seeking a Tax Preparer to join their office in New York.
Job duties include but are not limited to:
- Preparing Individual, Corporation, Partnership, Trust & Estate returns
- Preparing & maintaining workpapers with proper documentation
- Completing tax closings
- Preparing tax projections
- Reconciling e-file diagnostics to complete the transfer process
Qualifications:
- Must have a Bachelors Degree or Masters Degree in Accounting or Taxation (120 credits required, 150 credits preferred) at the time of applying
- Familiar with CCH, Prosystem Fx, Engagement, XCM a plus
- Should be a proficient user of Microsoft Office (Excel, Word, Outlook) Applications
- Minimum of two years of recent and relevant public accounting experience in Tax in the US.
- Must be able to work Saturdays or Sundays during the busy seasons
- Outstanding communication and interpersonal skills is ideal
Benefits:
- Competitive salary commensurate with experience.
- Comprehensive health, dental, and vision insurance plans.
- Annual bonuses
- Team building activities
- 401(k) retirement savings plan with employer matching.
- Flexible work hours and the option for remote work.
- Generous paid time off and holidays.
- Professional development opportunities and support for continuing education.
