Associate, Tax & Accounting

Job Description

Associate, Tax & Accounting | WFFA Advisors

The Tone:
This is a full-time role at WFFA Advisors, located in Floral Park, NY, operating on a hybrid schedule. Established in 1947, WFFA Advisors is a premier accounting and advisory firm serving the New York metropolitan area from offices in Manhattan and Long Island. As a member of the Windsor Path network, the firm provides assurance, tax planning and preparation, and business consulting services tailored to closely held companies, their owners, and high-net-worth individuals. WFFA prides itself on a boutique service model that combines deep technical expertise with the personalized attention of a trusted partner. This Associate position is an early career role pivotal for new professionals to build a strong technical foundation and develop essential work habits, serving as the basis for all future advancement within the firm. There is a clear and defined path to progress to a Senior Associate position.

The TL;DR
• Role: Early Career
• Type: Full-Time
• Location: Hybrid Floral Park, NY

• Team: Reports to a Manager, with day-to-day direction from a Senior Associate.
• Mission: To produce consistently accurate and organized client work across tax, accounting, and attest, ensuring deliverables are ready for review with open items clearly flagged and technical questions are researched with proposed answers.
• Tech Stack: Excel, firm’s tax technology, firm’s accounting technology, firm’s operational technology

What You’ll Actually Do
• Tax Preparation: Prepare individual and business tax returns (1040, 1065, 1120S, 1120) under supervision.
• Accounting Services: Perform bookkeeping, reconciliations, and general ledger work for clients under supervision.
• Attest Fieldwork: Execute assigned attest fieldwork with appropriate supervision.
• Workpaper Management: Produce workpapers that are meticulously organized, fully tied out, and prepared for review, ensuring all open items are clearly flagged to facilitate efficient review processes.
• Technical Research & Client Communication: Conduct basic technical research using firm resources to bring proposed answers to the team and professionally communicate with clients to gather information and request missing items.

The Must-Haves
• Background: Bachelor’s degree in accounting, finance, tax, or a closely related field. Candidates should possess a working knowledge of Generally Accepted Accounting Principles (GAAP) and fundamental tax concepts.
• Experience: Requires 1 to 2 years of professional experience; relevant internship experience is a definite plus. Proficiency in Excel is essential, alongside the ability to quickly learn and adapt to the firm’s specific tax, accounting, and operational technology systems.
• Skills: Demonstrated strong attention to detail, exceptional organizational abilities, and consistent follow through on all assignments.
• Bonus: Actively pursuing or already CPA eligible for licensure is a significant advantage for this role.