Tax Preparer

Overview

Salary Range: $85,000.00 To $ Annually

Navis Tax is now interviewing for a full-time Senior Tax Associate. This position is based in Rye Brook, NY.

In this role, you will prepare various tax returns and projections for various client types. You will apply your knowledge of basic accounting principles and tax research to engagements, and facilitate in providing excellent, out-of-the-box advice to our diverse client base.

For you to be successful in this role, you should have a Bachelor's in Accounting or similar and at least 3 years of tax experience within Public Accounting. Navis Tax prides itself on offering a great work-life balance, a friendly and hard-working culture, and opportunities for advancement.

Navis Wealth Management is an independent boutique wealth advisory practice that specializes in providing tailored financial solutions to clients. The firm offers comprehensive and holistic wealth management strategies that integrate all aspects of clients’ financial lives. By fostering close, personalized relationships, Navis delivers valuable insights and practical guidance to help clients navigate pivotal life moments. Their client-focused approach ensures the alignment of financial plans with individual goals and priorities, fostering confidence in financial decision-making throughout life’s stages.

This is a full-time hybrid role for a Tax Preparer, located in Rye Brook, NY, with some flexibility to work from home. The Tax Preparer will be responsible for preparing individual, corporate, and partnership tax returns, ensuring compliance with tax laws and regulations. Additional responsibilities include analyzing financial statements, assisting in tax planning, maintaining meticulous records, and providing support to clients in managing their tax-related matters.

• Proficiency in Tax Preparation and a solid understanding of Tax Law
• Proven experience working with Financial Statements and general Finance principles
• Strong knowledge of Tax and regulatory compliance processes
• Excellent attention to detail and analytical skills
• Effective communication and interpersonal abilities to maintain client relationships
• Proficiency in tax preparation software and other financial tools
• Bachelor’s degree in Accounting, Finance, or a related field (CPA certification preferred)
• Experience in personal, corporate, and partnership tax preparation is a plus