Tax Staff Accountant

Job Description

2027 Tax Staff Accountant – Newburgh | UHY-US

The Tone:
This is a full-time role at UHY-US, located in Newburgh, NY. UHY-US is one of the nation’s largest professional services firms, providing audit, tax, consulting, and advisory services to clients primarily in the middle market. The firm works collaboratively with clients to develop flexible solutions, bringing experience from numerous industries to provide a comprehensive view of their businesses. This role is crucial for delivering high-quality tax preparation services to a diverse client base and contributing to the firm’s collaborative environment, while also allowing the accountant to build upon technical skills and grow professionally.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Newburgh, NY
• Pay: $76500 yearly
• Team: Works within tax teams, supporting senior members
• Mission: Prepare business and individual tax returns for a diverse client base and develop professional technical skills.
• Tech Stack: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

What You’ll Actually Do
• Tax Preparation: Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and other entities, organizing and reviewing client-provided financial information for accuracy and completeness.
• Research and Analysis: Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines, analyzing financial statements and records to identify tax-saving opportunities and compliance issues.
• Client Communication: Communicate with clients to gather necessary information and address inquiries, assisting in explaining complex tax concepts and implications in a clear and understandable manner.
• Compliance and Documentation: Ensure adherence to tax regulations and deadlines by filing tax returns accurately and timely, maintaining organized and comprehensive tax files and documentation for each client engagement.
• Team Collaboration: Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, supporting senior team members in complex tax projects and participating in internal training.

The Must-Haves
• Background: Entry-level position requiring a Bachelor’s degree with a concentration in accounting, or a Master’s degree in accounting or taxation.
• Experience: Actively pursuing the required education and credits to qualify for the CPA exam, with the intention of obtaining CPA licensure.
• Skills: Expertise in preparing various tax returns; proficiency in conducting tax research and analysis; clear client communication; strong organizational skills for compliance and documentation; and the ability to collaborate effectively within a professional team.
• Bonus: A cumulative GPA of 3.0 or higher is preferred. Candidates actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained, are a plus. Experience with software such as CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research is also advantageous.