Please Note: This job description is not exhaustive and additional duties may be assigned as needed.
- Utilize Lacerte tax software to prepare and complete accurate tax returns for individuals and businesses.
- Reconcile statements and other miscellaneous bookkeeping responsibilities for select clients
- Filing sales tax and advising clients on filing PTET returns using the NYS DTF website
- Communicate with clients to gather necessary financial documents and answer any tax-related or bookkeeping questions
- Stay up-to-date on changes in tax laws and regulations
- Maintain client confidentiality and adhere to ethical standards
Requirements
- High School Diploma
- Strong attention to detail and accuracy in preparing tax returns
- Minimum 3 years of experience preparing individual and business income tax returns
- Knowledge of various tax forms and schedules
- Familiarity with 10-key typing for efficient data entry
- Excellent communication skills to effectively interact with clients
- Ability to work independently and meet deadlines
- Bookkeeping experience is a plus.
Benefits
- Family Friendly Culture
- Life insurance
- 408(k) Retirement
- Paid Time, Holiday, and Sick Time Off
- Bonuses Available