Tax Partner

6 days ago

Woodbury, United States RightWorks Inc Full time
Woodbury, NY. My client specializes in accounting and consulting services for businesses and individuals. We currently have offices in Long Island and NYC. Join a rapidly growing organization with a strategic vision and dynamic plan. Tremendous opportunity for a CPA with 10+ years of experience looking to be a partner and to join our dynamic team in our Woodbury, NY office.

This position is for an ambitious individual looking to be a partner in a rapidly growing and successful CPA practice. We would like for this individual to transition a high-volume of write-up/tax clients from a partner planning to retire in a few years.

Candidate should be proficient with general ledger activity and all aspects of tax preparation and planning including sales tax. The ability to develop and maintain client relationships is a must. Individual should have excellent communication skills being able to communicate effectively with clients and staff.

Key Objectives:
  • Assume responsibility for planning, supervising, and completing engagements.
  • Plan the timing and assigning of staff to engagements.
  • Supervise and lead Managers, Supervisors, and Staff Accountants, as well as provide feedback
  • to them and evaluate their progress.
  • Develop new client contacts and relationships beneficial to the firm.
  • Recognize opportunities to provide additional services to existing clients and efficiencies
  • within the workplace.
  • Apply knowledge of current issues in tax, regulatory requirements, and industry-specific
  • concerns to clients and be able to identify where they may impact a client and recommend
  • strategies
  • Assume responsibility for planning, supervising, and completing engagements.
  • Review engagement work papers, resolve any problems and keep the partner informed of all
  • important developments in the engagement.
  • Provide on the job training to team members
  • Assist in administrative functions as assigned by the partners.
  • Requirements:
  • Excellent communication skills. Able to communicate effectively with business owners and personnel.
  • Possess a positive, can-do attitude with a firm-first mindset and be a team player.
  • Strong experience using tax preparation software and Microsoft Office.
Tax Principal Job Description
  • Strong experience using tax software with Thomson Reuters UltraTax CS and/or CCH ProSystem FX, Microsoft Office, and Intuit QuickBooks
  • Demonstrate knowledge of prevailing tax laws and developments
  • Be proficient in the preparation of various tax returns, including, but not limited to: Individual,
  • Fiduciary, Corporate, Partnership, Sales Tax and Multi states
  • Proactive, self-motivated, well organized, and possess the ability to manage work effectively
  • with others while managing client relationships
  • Superior attention to detail
  • Must be organized and proactive
  • Ability to communicate with business owners and personnel
  • Bachelor of Science in Accounting
  • Active New York CPA
  • 10+ years of recent, continuous CPA firm experience
  • Experienced tax professional
  • Extensive experience with write-ups and sales tax returns
  • Full-time work in the NYC office plus travel to client offices
  • Recognize opportunities to provide additional services to existing clients and efficiencies
  • within the workplace.
  • Salary: Up to $200k + (Commensurate with experience) + discretionary bonus Job Type: Full-time
  • Benefits: •
  • 401(k)
  • Dental Insurance
  • Vision insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off;
  • Schedule:
  • Monday to Friday in office from 9:00am - 5:30pm with increased hours for busy seasons

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