A.T. Becker & Associates, Inc.
Tax Accountant (Scarsdale)
A.T. Becker & Associates, Inc., Scarsdale, New York, United States, 10583
This position is for a full-time tax accountant responsible for tax preparation for individuals and bookkeeping for small businesses. The position requires the ability to interact with staff and clients in a fast-paced environment while under pressure, remaining flexible, resourceful, and efficient.
Our company focuses on tax and financial planning for individuals and small businesses. We promote a nurturing environment where educational opportunities and advancement are encouraged.
Hours will generally be Monday through Friday 9 am to 5 pm with the opportunity for overtime especially during tax season. During tax season (February - April) one weekend day (Saturday or Sunday) will be required in addition to the usual work week.
Responsibilities: Compute federal, state, and local taxes owed by following the tax code. Prepare intermediate to advanced income tax returns for individuals (1040), small businesses (1120, 1120s, 1065), estates and trusts (1041) including multi-state tax returns. Ensure a copy of the completed tax return is provided to the client. Uncover potential deductions and credits and ensure clients do not pay unnecessary taxes. Advise against potential tax liabilities and resolve client inquiries. Review financial records such as income statements and documentation of expenditures. Interview clients to get a thorough picture of financial situation. Research complex tax issues and communicate findings effectively. Record financial transactions and complete the posting process for bookkeeping. Analyze bank statements and supporting documentation to create Profit and Loss statements for small businesses. Process all entries for multiple payrolls including collecting data, deduction changes, W4 changes, new hires, and additional payments. Prepare quarterly payroll returns and calculate quarterly payroll tax deposits and make payments utilizing EFTPS and NYS Online Services. Calculate sales tax liability and complete sales tax returns. Assist financial advisor with matters related to educational financial planning including reviewing and analyzing client's income and assets. Correspond and communicate with various tax authorities (IRS and states), and review and respond to notices or audits.
Qualifications: Bachelor's degree in Accounting or Finance or related field Master's degree in Accounting or Taxation (preferred but not required) EA or CPA, or EA or CPA in progress (preferred but not required) 2+ years of recent full-time tax preparation experience including experience in payroll and sales tax returns or relevant internship experience. Strong background in preparing multi-state individual tax returns Knowledge of Quickbooks or Drake Accounting a plus Knowledge of ProSeries a plus Self-sufficient while working in a team setting Interpersonal skills Strong written and verbal communication Organizational skills Microsoft Office including Excel proficient Flexible schedule during busy seasons Professional attitude and demeanor Ability to multitask in a fast paced, client oriented environment
Compensation: Wages commensurate with experience and qualification Opportunity for paid overtime and upward advancement
Hours will generally be Monday through Friday 9 am to 5 pm with the opportunity for overtime especially during tax season. During tax season (February - April) one weekend day (Saturday or Sunday) will be required in addition to the usual work week.
Responsibilities: Compute federal, state, and local taxes owed by following the tax code. Prepare intermediate to advanced income tax returns for individuals (1040), small businesses (1120, 1120s, 1065), estates and trusts (1041) including multi-state tax returns. Ensure a copy of the completed tax return is provided to the client. Uncover potential deductions and credits and ensure clients do not pay unnecessary taxes. Advise against potential tax liabilities and resolve client inquiries. Review financial records such as income statements and documentation of expenditures. Interview clients to get a thorough picture of financial situation. Research complex tax issues and communicate findings effectively. Record financial transactions and complete the posting process for bookkeeping. Analyze bank statements and supporting documentation to create Profit and Loss statements for small businesses. Process all entries for multiple payrolls including collecting data, deduction changes, W4 changes, new hires, and additional payments. Prepare quarterly payroll returns and calculate quarterly payroll tax deposits and make payments utilizing EFTPS and NYS Online Services. Calculate sales tax liability and complete sales tax returns. Assist financial advisor with matters related to educational financial planning including reviewing and analyzing client's income and assets. Correspond and communicate with various tax authorities (IRS and states), and review and respond to notices or audits.
Qualifications: Bachelor's degree in Accounting or Finance or related field Master's degree in Accounting or Taxation (preferred but not required) EA or CPA, or EA or CPA in progress (preferred but not required) 2+ years of recent full-time tax preparation experience including experience in payroll and sales tax returns or relevant internship experience. Strong background in preparing multi-state individual tax returns Knowledge of Quickbooks or Drake Accounting a plus Knowledge of ProSeries a plus Self-sufficient while working in a team setting Interpersonal skills Strong written and verbal communication Organizational skills Microsoft Office including Excel proficient Flexible schedule during busy seasons Professional attitude and demeanor Ability to multitask in a fast paced, client oriented environment
Compensation: Wages commensurate with experience and qualification Opportunity for paid overtime and upward advancement