Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax WorkThis Jobot Job is hosted by: Kal Mayer
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $100,000 - $145,000 per year
A bit about us:We are a well-established, mid-sized public accounting and advisory firm with over 50 years of experience serving a diverse client base. With offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries.
Why join us?- Hybrid work schedule (typically 3 days in-office)
- Strong exposure to high-net-worth individuals and closely held businesses
- True generalist tax experience (not siloed or niche work)
- Opportunity to grow into tax planning and advisory work
- Collaborative, supportive team environment
- Direct access to leadership and mentorship
- Stable, long-tenured firm with strong reputation
- Competitive compensation and clear growth path
Job DetailsWe are seeking a Tax Senior to join our growing team. This role offers the opportunity to work on a wide variety of tax engagements with meaningful client interaction and increasing responsibility.
Responsibilities:
Prepare and review federal, state, and local tax returns including:
Individuals (1040), including high-net-worth clients
Partnerships (1065)
S-Corporations (1120-S)
C-Corporations (1120)
Trusts & Estates (1041)
Analyze financial data and supporting documentation to ensure accuracy and completeness
Work with multi-entity client structures and K-1 reporting
Communicate directly with clients to request information, resolve issues, and follow up on open items
Assist in identifying tax planning opportunities
Manage multiple engagements and meet filing deadlines
Conduct tax research and stay current on tax law updates
Review work of junior staff and provide guidance as needed
Qualifications:
3+ years of public accounting tax experience
Strong experience with 1040s and pass-through entities (1065, 1120-S)
Exposure to high-net-worth clients
Experience with trusts & estates (1041) is a strong plus
Generalist background preferred (not highly specialized)
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a deadline-driven environment
Excellent communication and interpersonal skills
CPA license or actively pursuing
Experience with CCH Axcess or similar tax software required
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy