Derks Financial, Tax & Accounting
Tax Accountant Tax Return Preparer
Derks Financial, Tax & Accounting, East White Plains, New York, United States
Job Description
Job Description We’re a small tax + advisory firm that values accuracy over volume. Our return count isn’t huge, but the work is sophisticated—multi-state corporate returns, trusts/estates, and clients with moving parts. We use
Lacerte
and run a calm, professional shop that is obsessed with documentation, clear communication, and doing it right the first time. What you’ll do
Prepare and review
1120/1120-S/1065/1041
(and occasional 1040s with complex K-1s). Handle multi-state filings: apportionment, addbacks, composite returns, and filing strategies. Research tricky issues ( S-corp basis
& at-risk, 754/743(b), 338(h)(10), grantor vs. complex trust, fiduciary accounting vs tax, etc.) and document client notes. Coordinate with clients and our team to gather docs without drama; keep the file audit-ready. What makes you a fit
Active CPA (mandatory)
with recent public accounting experience. Proven trusts & estates experience ( Form 1041, 706
familiarity a plus). Comfortable with multi-state corporate/flow-through returns and K-1 implications. Lacerte fluency (not mandatory) Clear communicator who can translate tax into normal human language. Organized, detail-obsessed, and calm under deadlines (without the “80-hour weeks” culture - we rarely go over 40 when organized). Fluent in ChatGPT as a research assistant Work style & hours
Low volume, high complexity. We plan ahead so busy season is pushy, not punishing. Aside from the week of 4/15 and 9/15 we're typically out at 4pm. Typically, 8:30am to 4pm outside of tax deadlines Onsite - no remote Benefits
Health insurance End of year profit sharing Less than 40 hours per week outside of tax deadlines
#J-18808-Ljbffr
Job Description We’re a small tax + advisory firm that values accuracy over volume. Our return count isn’t huge, but the work is sophisticated—multi-state corporate returns, trusts/estates, and clients with moving parts. We use
Lacerte
and run a calm, professional shop that is obsessed with documentation, clear communication, and doing it right the first time. What you’ll do
Prepare and review
1120/1120-S/1065/1041
(and occasional 1040s with complex K-1s). Handle multi-state filings: apportionment, addbacks, composite returns, and filing strategies. Research tricky issues ( S-corp basis
& at-risk, 754/743(b), 338(h)(10), grantor vs. complex trust, fiduciary accounting vs tax, etc.) and document client notes. Coordinate with clients and our team to gather docs without drama; keep the file audit-ready. What makes you a fit
Active CPA (mandatory)
with recent public accounting experience. Proven trusts & estates experience ( Form 1041, 706
familiarity a plus). Comfortable with multi-state corporate/flow-through returns and K-1 implications. Lacerte fluency (not mandatory) Clear communicator who can translate tax into normal human language. Organized, detail-obsessed, and calm under deadlines (without the “80-hour weeks” culture - we rarely go over 40 when organized). Fluent in ChatGPT as a research assistant Work style & hours
Low volume, high complexity. We plan ahead so busy season is pushy, not punishing. Aside from the week of 4/15 and 9/15 we're typically out at 4pm. Typically, 8:30am to 4pm outside of tax deadlines Onsite - no remote Benefits
Health insurance End of year profit sharing Less than 40 hours per week outside of tax deadlines
#J-18808-Ljbffr