Immediate Hire: Tax Assistant / Junior Accountant
4 days ago
Ozone Park
Job Description Who are we? Tax & Relax Inc. is a client-focused tax and accounting firm with offices in Ozone Park, Howard Beach, and Rockville Centre, NY. We serve small business owners and individuals with practical, responsive, and trustworthy financial support. We specialize in financial planning, bookkeeping, payroll, and tax return preparation. We’re a small but mighty team; tight-knit, collaborative, and always ready to jump in and support one another. Whether it’s delivering personalized solutions or helping out during crunch time, we care deeply about our clients and each other. About the role: We are looking for a friendly, organized, and detail-oriented Tax Assistant, preferably in the Rockville Centre area, with at least two years of experience in tax filing, to support our CPA and senior accountant team. The ideal candidate is comfortable working in a fast-paced environment, can work with little direction, and is open to learning new systems, taking on a variety of administrative and client support tasks, and stepping in wherever needed during busy season. Responsibilities: • Assist in preparing individual, S-Corp, C-Corp, Partnership, and amended tax returns, • Review client documents, organize workpapers, and maintain accurate files, • Communicate with clients to request missing information and provide status updates, • Support CPA and senior accountant with tax planning tasks, estimates, and projections, • Enter and reconcile financial data when needed, • Assist with preparing basic financial statements and year-end summaries, • Manage e-filings, signatures, and follow-ups through our tax software, • Minimum 2 years of experience working in a tax firm, • Experience with individual, S-Corp, C-Corp, and Partnership returns, • Strong understanding of basic accounting and tax principles, • Ability to manage multiple client files and meet deadlines, • Excellent written and verbal communication, • Proficiency in Drake Tax software is a major plus, • Enrolled Agent (EA) credential, • CPA candidate pursuing certification, • Background in financial advisory, retirement planning, or investment guidance, • Passed Series 7, Series 65, or Series 66 exams, • Team-oriented, supportive, and organized, • Detail-focused and accurate, • Professional, dependable, and able to maintain confidentiality, • This role requires flexibility throughout the year and extended hours during tax season, which runs from the end of January through mid-April., • Off-season, Monday - Friday, 8:00 AM - 4:00 PM., • During tax season, Monday - Friday, 8:00 AM - 6:00 PM, Saturday, 9:00 AM - 2:00 PM., • Available for immediate hire Tax & Relax, Inc. is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status in accordance with applicable federal, state, and local laws.