2027 Tax Staff Accountant - Newburgh
At a glance
Senior Accounting role at UHY. Newburgh · full-time · $76,500 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare federal, state and local returns for individuals, corporations, partnerships and other entities
- Review client financial records for accuracy, then use tax software to calculate liabilities, deductions and credits
- Research tax rules and assess financial records for savings opportunities, compliance concerns and tax estimates
- Gather client information, answer tax questions and explain tax implications while keeping clients updated
- Maintain complete engagement files and help senior colleagues with audits and specialized tax assignments
What you bring
- A bachelor's degree focused on accounting, or a master's in accounting or taxation
- You're pursuing the education and credits needed to sit for the CPA exam, with plans to earn CPA licensure
Who this fits
This role suits someone building technical tax skills through client return preparation, research and collaboration with experienced tax colleagues. It's based in Newburgh, has no supervisory duties, and may involve frequent, unpredictable client travel. The work includes extended periods at a desk and computer.
From the employer
JOB SUMMARY
As a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Staff Accountant will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional.JOB DESCRIPTION
Tax Preparation
- Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
- Organize and review client-provided financial information, ensuring accuracy and completeness
- Use tax software and tools to input data, calculate tax liabilities, deductions, and credits
Research and Analysis
- Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
- Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
- Assist in preparing tax projections and estimates to guide clients in making informed financial decisions
Client Communication
- Communicate with clients to gather necessary information and address inquiries related to tax matters
- Assist in explaining tax concepts and implications to clients in a clear and understandable manner
- Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations
Compliance and Documentation
- Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely
- Maintain organized and comprehensive tax files and documentation for each client engagement
- Assist in tracking changes in tax laws and regulations and their potential impact on clients
Team Collaboration
- Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
- Support senior team members in complex tax projects, including audits and specialized tax services
- Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Supervisory responsibilities
- None
Work environment
- Work is conducted in a professional office environment with minimal distractions
Physical demands
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift to 15 pounds at a time
Travel required
- Travel may be frequent and unpredictable, depending on client’s requirements
Required education and experience
- Bachelor’s degree with a concentration in accounting, or a Master’s degree in accounting or taxation
- Actively pursuing the required education and credits to qualify for the CPA exam, with the intention of obtaining CPA licensure
Preferred education and experience
- Cumulative GPA 3.0 or higher
- Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
- Responsible for completing the minimum CPE credit requirement
- Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. The starting salary for this position is $76,500.
WHO WE ARE
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.