What are the responsibilities and job description for the Tax Preparer position at Software Guidance & Assistance, Inc. (SGA, Inc.)?
Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Tax Accountant for a FULL TIME assignment with one of our premier accounting clients in Pleasantville, NY. (Next to the Pleasantville Metro North Station)
Salaried role, hours fluctuate seasonally
100% on site during tax season. 3 days/week onsite possible after the team gets to know you.
Responsibilities :
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
Salaried role, hours fluctuate seasonally
100% on site during tax season. 3 days/week onsite possible after the team gets to know you.
Responsibilities :
- Prepare federal and state tax returns for S corps, partnerships, trusts, and estates.
- Prepare payroll and sales tax filing
- Review, reconcile, and correct disorganized or incomplete financial records in various formats (QB Desktop, QBO, clients' systems)
- Analyze K-1s from multi-level entities and ensure proper state and local tax allocation.
- Provide guidance on special transactions, including sales, distributions, and elections.
- Collaborate directly with clients and team members to gather information and clarify records
- BA in Accounting
- 5 years minimum
- Proficiency in Quickbooks
- Must be highly analytical and be able to handle/clean up complex returns.
- Must be able to work with client on complex returns
- Experience preparing Trust & Estate tax returns, Partnership returns, S-Corp returns
- Understanding of Personal Property Tax declarations for various states
- Understanding of PTET ( Pass-through entity tax) quarterly estimated tax payments especially in New York and Connecticut
- Understanding of NYC RPIE - Real Property Income and Expenses
- Intermediate Excel, general financial analysis
- Critical thinking, problem-solving, and finding practical solutions for complex situations
- Ability to fully understand how to reconcile and report sales tax filings
- Experience in state tax filings for NY, CT NYC, NJ, MA, PA
- CPA
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
Salary : $100,000 - $125,000