Entry Level Tax Associate

Position Overview

Zelin & Associates CPA LLC is an established CPA firm in midtown Manhattan that has been servicing individuals, small businesses, and nonprofits in the New York, New Jersey, and Connecticut area since 1980. Our team of knowledgeable and friendly professionals works hard to earn our role as trusted advisers, providing clients with the highest quality of personalized service on a timely basis. The Entry Level Tax Associate is responsible for achieving and maintaining a high level of client satisfaction by providing a combination of accounting and tax services. This role demands a strong work ethic while managing multiple clients simultaneously.

Key Responsibilities

• Work hours as needed to complete projects.
• Complete projects in compliance with professional standards, within budget, and within agreed timelines.
• Develop and maintain strong relationships with new and existing clients.
• Assist the team as needed to ensure all deadlines are met.
• Prepare business and personal income tax returns and projections including: Individual Tax (Form 1040), Partnership Tax (Form 1065), S Corporation Tax (Form 1120 S), C Corporation Tax (Form 1120), Exempt Organizations (Form 990, 990-PF), and Fiduciary Tax Returns (Form 1041).
• Manage and perform consulting projects such as offers in compromise.
• Recognize opportunities to provide additional services to existing clients and participate in new client proposals.
• Participate in internal and external training sessions as needed.

Required Qualifications

• Associates or bachelor's degree in business (accounting preferred).
• Familiarity with tax rules.
• Proficient in Excel, QuickBooks Desktop, and QuickBooks Online.
• Superior analytical and presentation skills.
• Proactive with the ability to take initiative.
• Strong written and oral communication abilities.
• Excellent time management and organizational skills.

Preferred Qualifications

• Knowledge of Lacerte tax software.

Benefits & Perks

• Benefits: A highly competitive salary and benefits package through our PEO (professional employer organization).
• Location: Zelin & Associates CPA LLC has been working remotely. Employees have the option to work in the office or remotely, with the possibility of being requested to come to the office one day per week.