Investment Specialist

James Volonakis & Company, LLC is a tax consulting firm based in New York, specializing in delivering expert tax advisory and compliance services. We are committed to helping our clients navigate complex tax regulations with integrity, expertise, and precision. Position Overview: We are looking for an experienced Tax Accountant to join our team and manage tax preparation, planning, and compliance for our diverse clientele. The ideal candidate will have a deep understanding of tax regulations and be dedicated to providing exceptional client service. Key Responsibilities: Prepare and file federal, state, and local tax returns for both individuals and businesses. Offer tax planning and advisory services to help clients optimize their financial strategies. Stay up-to-date on tax laws, ensuring compliance and accuracy in all reporting. Assist with audits and communicate with regulatory bodies as necessary. Work closely with clients to gather necessary financial information and maintain clear communication. Qualifications: Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred). Proven experience as a Tax Accountant, ideally within a consulting or public accounting firm. Strong knowledge of federal and state tax regulations. Proficiency with tax preparation software and financial management tools. Excellent analytical and problem-solving skills. Benefits: Competitive salary with opportunities for performance-based bonuses. Health insurance and retirement plan options. Opportunities for ongoing professional development.

Accountant Tax Preparer We are currently seeking an experienced CPA Tax Preparer or CPA Candidate to join our team in our New York, NY 10017 location. About Us: S&E Azriliant, PC., believes in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of the client’s success. We are committed to providing close, personal attention to our clients. We take pride in giving clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience and financial acumen. Job Summary: The Tax Preparer should be well versed in preparation of income tax returns with a focus on moderate to complex corporate, partnership and individual tax returns and sales tax returns. Preparer to work closely with and reporting to our senior CPA tax preparer and the Managing Attorney. Supports company’s tax return operations by maintaining management of the day-to-day tax return activities for various corporate and individual clients. The position has other responsibilities as directed by the Managing Attorney. Job Duties and Responsibilities: Core duties and responsibilities include the following. Other duties may be assigned Prepare moderate to complex tax returns (federal/state), multi-state and multi-source income. Prepare forecast and reconciliation of tax returns. QuickBooks for general ledger work and Tax write ups Review and analyze tax files in order to compile and organize client tax data in preparation for tax return processing. Draft responses to notices from tax authorities Tax Audits Maintain tax calendar Communicate with client to obtain documentation in preparation for tax return processing. Field phone calls from clients and address questions on the necessary documentation for tax return filings. Job Requirements Education and Experience: Bachelor's Degree in Accounting, Finance or related field Licensed NY CPA or candidate 2-3+ years in qualified Accounting/tax prep firm/prepare moderate to complex corporate, partnership and individual returns We are willing to train candidates who have a demonstrated acumen for accounting and income tax preparation. The candidate will work closely with our Senior CPA tax preparer to gain the needed two years of experience for licensing requirements. Required Abilities and Skills: Excellent verbal and written communications skills Detailed oriented with strong organizational skills Problem-solving and critical-thinking skills Demonstrate competence with CCH ProSystems fx (and its client portal) and QuickBooks Pro Fluent in English, both oral and written Excellent judgment, able to prioritize workload, and manage multiple projects and deadlines Proficiency in Microsoft Office Applications including Excel, PowerPoint, and Word Compensation and Benefits: Competitive market-based salary, commensurate with experience and education Comprehensive benefits package available To Apply: Please submit your cover letter, salary expectations, and resume via the ‘Apply Now’ button! We are an Equal Opportunity Employer! Please no phone calls or agency submissions! Keywords: Certified Public Accountant (CPA), Cost Accountant, Financial Reporting Accountant, General Accountant, Staff Accountant, Accountant, Taxation, Auditor, Auditing, Revenue Tax, Internal Auditor