Job Information
1-800 Accountant Tax Associate I in New York City, New York
Tax Associate I
1-800Accountant is changing the way business owners think about accessing accounting services. Our team-based model allows our members to utilize unlimited advisory services with well seasoned Enrolled Agents and CPAs across the country. From entity selection to individual and business returns our clients are guided by top professionals and receive hands-on service.
Location: Midtown Manhattan (2 days in the office / 3 days remote)
Responsibilities:
Preparation of individual (1040) and business tax returns (1120, 1120s,1165) and associated schedules
Meet or exceed all productivity deadlines, goals, and established client or management expectations
Preparation of client?s financial statements using various bookkeeping software
Provide tax consulting to individuals and small businesses over the telephone
Help clients minimize their tax liabilities
Assists clients during audits and other related inquiries
Facilitate client meetings via telephone as directed by the manager
Keeps up to date on tax laws and current developments in the tax area
All other responsibilities or duties assigned by management
Qualifications/Requirements:
CPA certification and/or EA license (preferred)
BA or BS in Accounting or related field, or an equivalent combination of education and experience
2+ years? experience preparing personal and corporate tax returns
Proficient in the use of spreadsheets, tax preparation, and bookkeeping software, etc. Prior experience using Lacerte is a plus
Must demonstrate strong verbal and written communication skills, and the ability to effectively present information over the telephone.
Why us:
Work with the country?s largest virtual accounting firm
Work with cutting edge technology
Join an engaging community of like-minded individuals
Great benefits
Growth opportunities