About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This role is focused on preparing and supporting tax compliance and planning for individuals and business entities while working with experienced tax professionals. Typical responsibilities include:

• Prepare federal and state tax returns for individuals, partnerships, trusts, gift tax returns, and other entities — from simple to complex depending on experience.
• Support or lead tax planning activities, including quarterly tax projections and estimated tax calculations.
• Interact directly with clients to collect information, clarify tax positions, and recommend planning opportunities.
• Conduct tax research and prepare documented recommendations and responses to client inquiries.
• Collaborate with colleagues, including financial advisors, to identify tax-saving strategies and integrated client solutions.
• Support internal tax projects, process improvements, and compliance initiatives.
• Depending on experience, review returns prepared by others, mentor junior staff, and assist with team training.

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Who You Are

You bring a mix of formal education, technical tax knowledge, and a client-focused mindset:

• Associate’s, bachelor’s, or advanced degree in Accounting, Taxation, or a related field.
• Tax experience acceptable from entry-level to seasoned tax professionals; ability to handle increasing complexity based on experience.
• Strong interpersonal skills and clear written/verbal communication.
• Commitment to high-quality client service and professional ethics.
• Comfortable using tax preparation, planning, and research software; strong technical aptitude.

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Preferred Qualifications

• Enrolled Agent (EA) designation preferred, or willingness to pursue.
• CPA designation strongly preferred.
• Experience with individual and entity tax planning and multi-state filings.
• Prior client-facing or advisory experience is a plus.

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Location & Compensation

• Location: Big Flats, NY (on-site or hybrid per client policy)
• Employment type: Full-time
• Estimated compensation: $75,377 per year (estimated)

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Why Join

• Work alongside CPAs, Enrolled Agents, and experienced tax professionals — strong opportunity for skill development and career progression.
• Exposure to a diverse client base and a range of tax matters (individual, partnership, trust, gift).
• Supportive environment that values professional development and mentoring.
• Careertakes connects you to the hiring Confidential Client and additional matched opportunities across Accounting & Finance.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.