New York Licensed Tax Specialist

Job Summary

Preparing federal, state, and local individual income tax returns for high-net-worth clients, the full-time New York Licensed Tax Specialist will work collaboratively with a tax team in a hybrid work environment, focusing on tax preparation and compliance tasks.

Key responsibilities

• Prepare and maintain federal, state, and local individual income tax returns and supporting workpapers for high-net-worth individuals
• Organize tax documents using CCH Scan and AutoFlow, ensuring accurate data transfer into CCH Axcess Tax
• Assist with tax notices, amended returns, and coordinate workflow to meet deadlines for tax return submissions

Required qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field
• 2-4 years of tax preparation experience, preferably in public accounting or wealth management tax services
• Experience preparing federal and state individual income tax returns, with a preference for high-net-worth and multi-state returns
• Familiarity with CCH Axcess Tax and CCH Scan is preferred
• Ability to work additional hours during peak filing periods, typically from late February through mid-April and September through mid-October