Overview Location: Southampton, New York, United States Employment Type: Full time Required Qualifications Education/Certification : High school diploma or equivalent required; bachelor’s in Accounting or related field preferred Nice to Have CPA, EA, or RTRP designation is a plus Experience Minimum 1 year of hands-on tax preparation experience Experience with individual, partnership, corporate, and/or trust returns Client-facing or interview-based intake experience preferred Skills Proficiency in tax preparation software (e.g., Lacerte, Drake, ProSeries, UltraTax) Familiarity with QuickBooks is a plus Excellent communication and client service skills Strong attention to detail and ability to meet deadlines under pressure Compliance Must meet all IRS and state tax preparer requirements and maintain active registration Key Responsibilities Conduct client interviews and collect relevant income and deduction data Prepare and review individual, partnership, corporate, and trust returns Analyze documents such as W-2s, 1099s, and K-1s to ensure accuracy and maximize deductions Coordinate with senior staff for return reviews and accuracy checks Assist clients with IRS/state filings, audit responses, and correspondence Stay current on tax law changes and assist with planning for complex returns Maintain strong client relationships and support additional firm services Provide seasonal coverage (25-35 hours/week), up to 40 hours/week during peak periods Seniority level Associate Employment type Full-time Job function Accounting/Auditing Industries Accounting Note: Boilerplate recruitment lines and cross-posted job alerts unrelated to the role have been omitted to keep the description focused on the job duties and requirements. #J-18808-Ljbffr
Marcus by Goldman SachsAs the online consumer banking business of Goldman Sachs, Marcus operates as a digital bank, providing high-yield savings accounts and Certificates of Deposit (CDs) directly to individual consumers. Marcus combines Goldman Sachs' over 150 years of...
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