What are the responsibilities and job description for the Tax Senior position at Insite US?
We are partnered with a boutique CPA firm based in Westchester that serves high net worth individuals and companies in many exciting industries, are seeking a Tax Senior. 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
- Partnership, corporate, and individual income tax return preparation and review
- Tax and financial planning and consulting
- Other tax return preparation and review as needed, including sales tax, business license, personal property and payroll tax returns
- Preparation and review of financial statements; primarily compilations and prepared financial statement engagements
- Supervise, train and mentor staff
- Manage projects, due dates and interact regularly with clients
- Work as part of a service team with the firm principals, job managers and staff
Qualifications
- Bachelor's d:egree 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