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$90,000 to $100,000

Bachelor’s degree or higher
CPA or CPA candidate with parts passed
4-5 years of experience
Must have a car to service clients in Tri-State area 



  • Tax preparation & high-level review of tax returns for individuals, partnerships, corporations, fiduciaries (trust & estates), gifts, and nonprofits.

    • Multiple jurisdiction taxation is a MUST. 

    • CCH tax software experience is preferred.

  • Tax planning strategies.

    • Income tax projections (Experience using CCH Tax Planning and/or BNA Income Tax Planning would be preferred). 

    • Choice of business entity selection.

    • Overall tax saving strategies.

  • Tax research to assist clients in solving complex issues.

  • Trial balance accounting work for business clients.

    • Extensive experience using QuickBooks and/or Xero is a MUST. 


  • Preparing and reviewing tax returns for individuals, partnerships, corporations, fiduciaries (trusts & estates), gifts, and nonprofits.

  • Preparing and reviewing income tax projections to provide clients with tax saving strategies. 

  • Working with business clients (can include bookkeeping in QuickBooks or Xero, preparing bank reconciliations, preparing & analyzing financial statements, etc.).

  • Working with bookkeeper at client’s office to make adjusting entries.

  • Analyzing & responding to government correspondence.

  • Reviewing client documentation for IRS and state examinations.

  • Direct contact & communication with clients daily.

  • Mentoring of other staff members. 

  • Managing multiple tasks efficiently to meet various deadlines.

    • Monitoring workload of other staff members to ensure that they are meeting various deadlines. 

    • Being able to work in a high-pressure environment during tax season.


Personal Skills

  • Self-starter and problem solver.

  • Good communicator.

  • Excellent written and oral skills.

  • Computer skills.

    • Microsoft Office (Outlook, Excel, Word, etc.)

    • CCH Tax Software (Axcess and/or ProSystem fx)

    • CCH ProSystem fx Tax Planning (Experience with BNA Income Tax Planner would also be sufficient)

    • QuickBooks and Xero

  • Ability to learn quickly and adapt to a fast-paced working environment.

  • Meticulous and detail-oriented.

  • Works well in individual and group settings.

  • Ability to establish and maintain relationships with colleagues and clients.


Core Values

  • Excellent work ethic

  • Integrity

  • Provide the highest level of customer service

To apply, email your resume as a single MS Word or PDF file to with “Senior Tax Accountant” in the subject line.

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