Tax Preparer

Confidential · Port Washington, New York

FULL TIME$90,000 – $90,000 / yr

Job Description

Tax Preparer | Woodbury, NY

Prepare federal and state individual income tax returns, with a heavy emphasis on Form 1040.

Prepare small business tax returns and related schedules based on client needs.

Review client records, prior-year returns, and supporting documentation to identify missing information and resolve discrepancies.

Work with business owners to ensure business income, deductions, and pass-through items are accurately reflected in their individual returns.

Communicate with clients to gather information, clarify transactions, and answer preparation-related questions.

Research tax issues and work with Alex and the team on more complex matters.

Manage a high volume of returns while maintaining accuracy, organized workpapers, and filing deadlines.

Approximately 4–8 years of tax preparation experience; candidates with additional experience are welcome.

Strong individual income tax experience, including substantial hands-on preparation of Form 1040.

Ability to handle returns independently while recognizing when an issue requires further review.

Comfort managing competing deadlines and a concentrated tax-season workload.