Tax Partner
: Job Details :


Tax Partner

Crete Professionals Alliance

Location: Woodbury,NY, USA

Date: 2024-11-15T08:10:52Z

Job Description:
We are an independent, full-service certified public accounting firm specializing 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 to transition a retiring partner.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.
  • 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 Woodbury office plus travel to client offices
Pay: $180,000.00 - $250,000.00 per yearBenefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid sick time
  • Paid time off
  • Vision insurance
Schedule:
  • 8 hour shift
  • Monday to Friday
Ability to Relocate:
  • Woodbury, NY: Relocate before starting work (Required)
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