Tax preparer jobs in White Plains, NY

Job Description Join Our Growing Team as an Experienced Tax Preparer with ATAX in White Plains, NY! Are you a detail-oriented experienced tax professional with a passion for numbers and helping others? Do you want to be part of a dynamic company that values having fun and improving lives? If so, we have an exciting opportunity for you! Position Overview: ATAX is seeking an Experienced Tax Preparer to join our growing team. If you have over 5 years of experience in tax preparation and a passion for delivering high-quality service, this opportunity is perfect for you. The role demands a deep understanding of tax laws, exceptional attention to detail, and the ability to handle complex tax scenarios for both individuals and businesses. Responsibilities: · Prepare and review complex tax returns for individuals, partnerships, corporations, and other entities. · Stay current with changes in tax regulations and ensure compliance with federal, state, and local tax laws. · Provide exceptional customer service to clients, to create a fanatical fan! · Identify potential tax credits, deductions, and liabilities to ensure clients receive the maximum refund possible. · Assist clients with IRS Audits, tax planning and financial strategies. Qualifications: · Minimum of 5+ years of tax preparation experience. · In-depth knowledge of federal, state, and local tax regulations. · Strong analytical skills with a high degree of accuracy in preparing and reviewing tax returns. · Excellent communication skills, with the ability to explain complex tax matters to clients in a clear and concise manner. · Ability to work independently and as part of a team. Why Join ATAX? · Professional Growth: Be part of a rapidly growing national tax preparation franchise with opportunities for career advancement. · Supportive Environment: Work alongside a team of professionals who are dedicated to your success and the success of our clients. · Mission-Driven: At ATAX, our mission is simple-Having Fun, Improving Lives. We believe in creating a work environment that is both enjoyable and impactful. #hc153060

Tasks- Implement plans Tax preparation Answering notices from government agencies Work on improving efficiency of work flow Communicate with clients Closing of books Qualifications- 3 years tax preparing experience Has drive Preferred if has retirement plans knowledge

Job Description Tax and Accounting Professionals Easy commute from Orange or Rockland Counties A dynamic, multi-location public accounting firm in the Tri-State area is seeking additional Tax and Accounting Professionals to join its growing team. Following several recent acquisitions, the firm is continuing its expansion and aims to add several professionals by year-end. These roles offer opportunities to work across individual, business, and partnership tax engagements in a collaborative public accounting setting. Qualifications: 3-8 years of experience in public accounting Solid understanding of tax preparation and general accounting Strong communication and organizational skills CPA or CPA-track preferred Proficiency in accounting/tax software and MS Office Key Responsibilities: Prepare and review business, individual, and partnership tax returns Assist with client advisory and planning projects Support audits, reviews, and compilations as needed Collaborate with team members and partners on client engagements

Company DescriptionJobs for Humanity is partnering with Intuit to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Intuit Job DescriptionOverview Intuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you! What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.” You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!

CPA Firm's are looking for experienced Tax Accountants to join their team! Firm's located in Nassau and NYC. Responsibilities: Prepare and review financial statements for clients Ensure tax compliance and work with the tax department Audit information and submit financial reports to stakeholders Manage client's financial activities such as general accounting and cash flow Develop and maintain relationships through ongoing communication Stay up-to-date with the latest financial and accounting trends and software Qualifications: 5 to 10 years of professional experience working in a CPA firm Bachelors degree in Accounting, Finance, or related field. CPA Certification, a plus Excellent verbal and written communication skills to report financial issues to clients Business tax preparation and individual Knowledge of Lacert by Intuit software Job Type: Full-Time + Benefits Job Type: Full-time Salary: $120,000 to $180,000 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Work from home Schedule: 8 hour shift Monday to Friday Work Location: In person Compensation: $120,000.00 - $180,000.00 per year About Us Our mission is to place skilled candidates in a well-matched position that is beneficial to both candidate and employer. We value our privileged partnership in your career pursuits and want to help propel you toward the next level of your professional development. That is why we focus on placing you in a position that will challenge your skills, achieve your goals, and provide the greatest potential for career satisfaction

We are working with a dynamic boutique law firm seeking a Tax Associate for their Stamford, CT office. The ideal candidate will have at least 4 years of experience in the taxation of domestic and offshore private investment funds, including fund formation, LLC and LP agreements. Strong background in partnership and investment management tax matters preferred. Ideal candidates will have strong academic credentials, excellent writing and analytical skills, and large-firm or equivalent experience. CT Bar admission required. NY Bar admission is a plus. In addition to a competitive salary, the firm offers bonus eligibility, a comprehensive benefits package, a 401(k) plan, a mentoring program, and other great perks. They offer a collegial and collaborative work environment and are committed to learning and leading in their areas of practice. They are dedicated to diversity, equity, and inclusion, and have achieved Mansfield Certification, and offer opportunities to support pro bono causes. If you would like to be considered please provide a resume, law school transcript, and deal sheet. Cover letters are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws . If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience. Required Skills: Tax

Job Description Are you seeking a collaborative and rewarding work environment? Do you thrive in an energetic environment? If so, FLSV is the right fit for you! We are currently seeking a Full-Time Tax Associate to join our growing team! At FLSV our people are our firm. We provide our clients with best-in-class service because we are an inclusive, diverse, and entrepreneurial firm that offers our people the opportunity to pursue their individual goals as they develop into best-in-class professionals. We look for professionals having the ability to thrive in an energetic environment consistently dedicated to delivering nothing short of excellence to our clients. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests. Responsibilities: Preparing complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities Preparing gift tax returns Preparing quarterly and year-end tax projections Preparing and maintaining tax workpapers Delivering clear requests for information Responding to Federal, state, and local tax notices Researching Federal, state, and sometimes international tax issues Basic qualifications: Minimum degree required: Bachelor's degree Required field of study: Accounting or Finance Minimum years of experience: 1 year Strong working knowledge of Microsoft Office Suite Strong communication skills Preferred knowledge/skills: Excellent analytical and problem-solving skills Strong time management skills Proficient with use of GoSystem Tax RS is a plus CPA certification is a plus.

BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Effectively uses referencing system and workpapers that ties to the return * Completes tasks and organizes file to minimize rework by reviewer * Ensures data is collected to comply with filing requirements * Takes initiative on impending due dates/engagement letters * Works with tax software applications to complete simple tax returns for review * Performs quarterly estimates and prepares extensions * Assists with responses to notices from the Internal Revenue Service * Assists in the projection of year-end filings * ASC 740 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 * Assists with components of income tax provisions * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes * Operates online research tools to gather pertinent tax information * Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly * Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelors or Masters program in Accounting or other relevant field required * Pursuing a masters degree in Accounting or other relevant field preferred Experience: * Leadership experience preferred License/Certifications: * Actively pursuing school credits to become a CPA Software: * Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Preferred Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed * Ability to work effectively in a team setting * Positive attitude and willingness to learn * Seeks advice of appropriate superiors regarding issues related to compliance * Ability to prepare simple tax returns Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

The Senior Inventory Accountant plays a critical role in ensuring the accuracy, integrity, and transparency of the company's inventory-related financial information. This position requires deep expertise in inventory accounting and strong analytical skills to support operational decision-making, margin analysis, and resource allocation. The Senior Inventory Accountant will be the subject-matter expert for inventory-related accounting matters and will partner cross-functionally to drive continuous improvement in inventory management and reporting processes. Responsibilities Inventory Accounting & Analysis Lead the preparation, reconciliation, and analysis of inventory balances, reserves, and adjustments to ensure accurate reporting. Analyze physical inventory results and collaborate with store managers and operations leaders to resolve discrepancies in a timely and accurate manner. Oversee physical inventory counts and cycle count programs, including planning, execution, and reconciliation. Post physical results to the perpetual inventory system, ensuring ledger integrity and compliance with GAAP. Maintain and monitor the accuracy of all inventory ledgers, sub-ledgers, and related accounts. Financial Reporting & Close Own the monthly close process for inventory accounts, including journal entries, account reconciliations, and reserve calculations. Prepare detailed variance, margin, and trend analysis to identify drivers of inventory performance and profitability. Support preparation of the monthly financial package, providing clear insights into inventory results and risks. Partner with FP&A and operational teams to integrate inventory data into budgeting, forecasting, and margin analysis. Process Improvement & Audit Develop and enhance internal controls and procedures related to inventory transactions and reporting. Partner with cross-functional teams (finance, supply chain, operations, IT) to improve processes, strengthen accuracy, and reduce variances. Lead inventory-related audit requests, ensuring compliance and providing documentation for internal and external auditors. Ad Hoc Support Participate in special projects, system implementations, and process improvement initiatives to enhance efficiency and accuracy of inventory reporting. Qualifications Education & Certification Bachelor's Degree in Accounting or Finance required; Master's a plus. CPA or CPA candidate strongly preferred. Required Knowledge & Experience 4-6 years of progressive accounting experience with a minimum of 3 years focused on inventory accounting. Strong understanding of inventory valuation methods (FIFO, LIFO, weighted average, standard cost, lower of cost or market, etc.), reserves, and shrink. Hands-on experience with cycle counts, physical inventories, and reconciliations. Proficiency with ERP systems and advanced Microsoft Excel (pivot tables, lookups, complex formulas). Skills & Abilities Exceptional attention to detail and accuracy, with a passion for maintaining clean ledgers. Strong problem-solving and analytical skills, with the ability to explain inventory results to both finance and non-finance stakeholders. Ability to thrive in a fast-paced environment, manage multiple priorities, and meet deadlines. Collaborative team player who can build strong partnerships across finance, operations, and supply chain. Demonstrated ability to translate data into insights and actionable recommendations for management. Equal Opportunity Policy The Vitamin Shoppe is an equal opportunity employer. We respect diversity and accordingly are an equal opportunity employer that does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, citizenship status, age, sex, gender, gender identity or expression (including transgender status), sexual orientation, marital status, veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to facilities and programs, training and general treatment during employment. We firmly believe that every Health Enthusiast has the right to be treated with dignity and respect. Our goal is to maintain a satisfied and productive team of Health Enthusiasts. The keys to reaching that goal are effective leadership, equal application of fair human resources policies, competitive wages and benefits, and close attention to all health enthusiast matters. The Vitamin Shoppe is committed to the principle of fair and impartial treatment of our Health Enthusiasts. Health Enthusiasts with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of their Human Resources representative. We will not allow any form of retaliation against Health Enthusiasts who raise issues of perceived discrimination in good faith. To ensure our workplace is free of artificial barriers, violation of this policy may result in disciplinary action, up to and including discharge. Compensation The salary for this position is based on many factors such as role requirements, skill set, years of experience and other organizational needs. The estimated range is $75,000 - $85,000 per year.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Tax Accountant, Tax, Global Compliance Reporting (Financial Services Office - Wealth and Asset Management) (Manager) (Multiple Positions) (1654872), Ernst & Young U.S. LLP, Hoboken, NJ. Work with a team on all facets of hedge fund, private equity fund and asset management company taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Assist with a team to coordinate tax compliance and advisory work for clients. Work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. Compute taxes owed, prepare tax returns, and ensure that taxes are paid properly and on time. Manage and motivate teams with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities. Full time employment, Monday - Friday, 40-45 hours per week, 8:30 am - 5:30 pm. MINIMUM REQUIREMENTS: Must have a Bachelor's degree in Accounting, Finance, Tax, Law, Business Administration or a related field, and 5 years of post-bachelor's, progressive related work experience; OR a Master's degree in Accounting, Finance, Tax, Law, Business Administration or a related field, and 4 years of related work experience. Must have 4 years of experience in private equity structuring taxation. Must have 4 years of experience in managed investment vehicles for the financial services industry. Must have 4 years of experience in federal income taxation. Must have 4 years of experience in federal or state and local tax. Must have 4 years of experience in reviewing partnership book/tax allocations including incentive fee re-allocation, side pocket, transfer partnership interest, and/or fill up/down. Must have US CPA certification, or US state bar membership. Employer will accept any suitable combination of education, training, or experience. Please apply on-line at ey.com/en_us/careers and click on "Careers - Job Search”, then “Search Jobs" (Job Number - 1654872). What we offer We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $146,060.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. • Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. • Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. • Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. • Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at **************************. This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at ****************************************************************************************** at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

Job Description Acadia (NYSE:AKR), headquartered in Rye, New York, Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual - core and investment management - platforms. Our energized team is accomplishing this goal by building a best-in-class, location-driven core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic urban and street-retail corridors, including those in New York, Chicago, Los Angeles, San Francisco, Washington DC, Dallas, and Boston. At the same time, we manage opportunistic and value-add investments through our investment management platform. Acadia is currently seeking a qualified intern to join its Accounting and Tax teams. Interns are assigned a mentor who will provide guidance throughout the duration of their summer internship. This is an onsite paid internship based in Rye, New York. This 10-week program will commence on May 26, 2026 and conclude on August 6, 2026. Interns will be encouraged to learn as much as possible about Acadia and how Acadia's various departments collaborate throughout the acquisitions process. The intern should be prepared to work in a fast-paced team environment and will complete the internship having gained broad experience in the deal analysis of retail-focused commercial real estate. INTERNS WILL BE EXPOSED TO & PROVIDE SUPPORT IN THE FOLLOWING AREAS: Accounting Support the quarterly accounting close Prepare monthly bank reconciliations General ledger review Variance analysis review Financial statement preparation and footnotes Tax Assist with tax provision and quarterly REIT testing. Research multistate state and local taxes Completing and filing sales tax returns Assisting with various schedules and compiling supporting documents for complex federal and state tax returns Assist with tax projections/forecasting. Requirements: Must have completed junior year of college Must be enrolled in a college degree program at an accredited institution; pursuing Bachelor's in Accounting or Taxation. Must be able to work onsite in Rye, NY Must be able to work 40 hours per week Must have a GPA of 3.0 or above Must have unrestricted work authorization in the US without a visa or sponsorship Desired Characteristics: Highly self-motivated, hardworking, detail-oriented Ability to prioritize challenging work schedule/multi-task Strong communications skills (verbal, written and listening) Proficient in Microsoft Office, particularly Excel Passionate to learn about commercial real estate Internship Benefits Overview Acadia's internship program offers a unique opportunity to gain hands-on experience in the dynamic field of commercial real estate, supported by a robust structure designed to foster both professional and personal growth. Key benefits include: 401(k) Retirement Savings Plan Eligibility Interns are eligible to participate in our 401(k) retirement savings plan, offering a head start on long-term financial planning. Daily Stipend for Lunch Pre-Tax Commuter Savings Convenient Commute from NYC with Shuttle Service to/from Harrison Metro North Station to Rye Office Campus Dedicated Mentorship Each intern is paired with a dedicated mentor who provides guidance, feedback, and career development support throughout the program. Immersive Industry Experience Interns gain comprehensive exposure to the commercial real estate industry through: Cross-functional team engagement Onsite property tours for real-world context A collaborative, hands-on group project Direct access to CEO and senior leadership team This immersive program is designed to provide meaningful insights into our business and culture, equipping interns with valuable skills and connections for their future careers. An estimate of the current compensation for this position is $20.00 - 23.00 an hour. Apply online at ************************************************** Acadia Realty is an Equal Opportunity Employer - Veteran/Disability

About PKF O'Connor Davies: PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you! Job Description: At PKF O'Connor Davies, our NFP Tax Internship Program is designed to work with students' educational schedules for the entire year. The internship allows for a flexible work schedule making it ideal for students looking for an opportunity to learn on the job while being able to meet the demands of their studies. The internship engages students in assisting to provide quality tax services to the Firm's clients. NFP Tax Interns work as a team member on diverse client engagements and receive real-world, hands-on experience, allowing them to explore a career in public accounting with PKF O'Connor Davies. In addition, NFP Tax Interns are able to broaden their professional network by participating in community service and Firm sponsored events. From the very beginning, NFP Tax Interns are immersed in PKF O'Connor Davies culture. They begin their career with PKF O'Connor Davies by being assigned a Direct Report, who assists them throughout their entire internship with the Firm. Interns also receive training to grow and develop their skill set. The NFP Tax Internship is a part-time, year-round, paid internship. Though contingent on performance and successful completion CPA eligibility requirements, interns have an opportunity for full time employment after graduation. Essential Duties: Develop relationships with clients and employees. Become familiar with and adhere to the Firm's policies and procedures as they relate to being an efficient and professional team member. Demonstrate knowledge of basic technical tax requirements. Become proficient in preparing tax returns. Develop a working knowledge of all microcomputer applications, which are routinely used. Qualifications: Pursuing a Bachelor's degree in Accounting from an accredited university. Potential candidates should have good communication and computer skills and be team players who are motivated to work in a fast-paced environment. Interns must be customer-focused and able to multitask. Local travel to clients and other PKFOD locations may be required. The compensation for this position ranges from $28.00 - $30.00 per hour. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications. PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA. We are only considering individuals who are authorized to work in the United States. We will not sponsor work visas. #LI-TK1

Our Client Is a startup based in downtown San Francisco building the next gen tax forecasting engine for high-net-worth individuals, designed to give users visibility into their tax obligations, simulate outcomes, and identify strategies to minimize their effective tax rate. They are a growing team, combining deep tax knowledge with engineering rigor, applying modern AI to a domain that has historically resisted automation. This is an opportunity to shape the foundation of a product that will redefine how complex tax planning is done. You will be at the forefront of disrupting the traditional private tax advisory model. About Us Catalyst Labs is a leading talent agency specializing in Tax, Tax Technology and Transfer Pricing. We stand out as an agency that is deeply embedded in our clients recruitment operations. We work directly with hiring managers such as Partners and Directors of Big 4/ Big 6 and Big 20, in-house Tax leaders such as CFOs and Head of Tax and startup founders in the Tax Tech ecosystem, who understand the value of strategic tax leadership, and we take pride in facilitating conversations that are aligned with your expertise and long-term goals. Location : Downtown, San Francisco, CA Full time, On-site General Responsibilities Role Overview As the Founding Tax Analyst, you will define the core tax intelligence of the platform. You will translate complex federal and state tax law into accurate, executable models, and ensure our simulation stack produces insights that are legally sound, practically actionable, and optimized for HNWI clients. This is a hands-on role you will write natural language frameworks (not code) for tax calculations, design evaluation logic for simulations, and work closely with engineers to systemize and digitize tax rules. Responsibilities Write natural language tax calculation logic and develop frameworks for simulation stacks that reflect real-world HNWI scenarios. Analyze 1040s and related forms to identify optimization opportunities, including equity compensation, AMT, trusts, estates, and multi-entity portfolios. Collaborate with engineers to digitize tax rules, ensuring accuracy and actionable outputs. Apply AI and prompt engineering techniques to extract insights from tax documents and identify areas for optimization. Serve as a subject matter expert on federal and state tax laws, providing guidance to the team on interpretation and edge cases. Research and implement strategies that are legally compliant, financially optimal, and practically implementable. Required Skills & Experience 4-8 years of experience in tax preparation, advisory, or accounting with HNWI clients. Deep understanding of AMT, equity compensation, and multi-entity tax structures. Ability to synthesize complex tax documents, identify opportunities, and translate them into clear, structured instructional and guidance / directional frameworks that LLMs (large language models) can follow. Proven experience advising high-net-worth individuals, founders and high income employees and executives on tax strategies. Not required - Preferred / Bonus to have: CPA, tax attorney (LL.M - masters in tax), or accounting or legal background (nice to have, not required). Familiarity with LLMs, AI, or prompt engineering in the context of tax optimization Experience in digitizing tax rules, building simulation logic, or automating advisory processes. Impact This is foundational work, the decisions you make and the frameworks you build will directly impact the accuracy and effectiveness of the platform. You will be working at the intersection of deep tax expertise, cutting-edge AI, and software engineering, helping HNWI clients navigate scenarios that were previously only manageable with a team of advisors. You will be the founding member of the Tax technical Team This is not a peripheral role, it is central to the product, the company, and the vision. Logistics On-site in San Francisco (Embarcadero / Ferry Building) No visa sponsorship available. Candidates must have or be able to independently obtain U.S. work authorization. Full-time - Onsite, Minimum 200k base + 1%+ equity Full Relocation support.

Our client-a Major financial services corporation is seeking a tax accountant to prepare tax returns and related analysis (i.e., spreadsheets, respond to Tax authority notices, etc.) Report to Director of tax. Salary commensurate with experience-and excellent benefits. Great expanding company! Note that the Metro North railroad is directly across from the companies' offices. Send resume to: kutcher@taxcareers.com or call us at: (914) 592-6887.

Full-time Description We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes. Prepare and file foundation tax returns (70%) Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868) Research, Analysis and Reporting (30%) Calculate and review quarterly estimates Responsible for drafting responses to client comments and questions Research and draft responses to correspondence received from tax authorities (mostly in the form of IRS Notices) Analyze Minimum Distribution Requirements Other tax related projects as requested by management Requirements Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines Strong technical skills (tax, accounting) Must work collaboratively in a team environment as well as independently Confidence to identify problems and recommend solutions in a fast-paced environment Excellent written and oral communication skills Knowledge of K-1s and Foreign Filings Highly motivated, detail oriented, self-starter GL experience a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Ability to maintain a home office that is conducive to work and free of distractions during business hours is required. An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. Salary Description $75-$85K

We are seeking a detail-oriented and motivated Finance & Tax Analyst to join our team in Jericho, NY. This entry-level role is ideal for candidates looking to build a career in insurance compliance, finance, or tax operations. The analyst will be responsible for preparing and filing surplus lines taxes across multiple states, ensuring accuracy and compliance with regulatory requirements. While this role starts with a focus on routine filings, there is significant opportunity for growth as responsibilities expand. Key Responsibilities Prepare and file surplus lines tax returns in states where we operate, including Florida, Georgia, Texas, New York, New Jersey, Pennsylvania, and others as applicable. Monitor state-specific filing requirements and deadlines to ensure timely submissions. Manage weekly filing obligations and address any backlog or cleanup of prior filings. Track and document zero-filing states where surplus lines activity has not occurred. Maintain accurate tax records and reports for audit and compliance purposes. Collaborate with internal teams to gather necessary data from Applied Epic (GL system) to complete filings. Stay up to date with changing surplus lines tax regulations across all 50 states. Assist with ad hoc projects, reconciliations, and compliance initiatives as needed. Qualifications Bachelor's degree in Accounting, Finance, Business Administration, or a related field (preferred but not required). Strong attention to detail, organizational, and time management skills. Proficiency in Microsoft Excel and comfort working with financial systems (experience with Applied Epic a plus). Ability to manage multiple deadlines across different jurisdictions. Strong written and verbal communication skills. Eagerness to learn, grow, and take on increasing responsibility. What We Offer Competitive entry-level compensation with growth opportunities. Hands-on training and professional development in surplus lines compliance and insurance taxation. Exposure to multi-state regulatory processes across the U.S. A collaborative and supportive work environment. Compensation Range: $55,000.00-$88,750.00

Job Description We are working with a dynamic boutique law firm seeking a Tax Associate for their Stamford, CT office. The ideal candidate will have at least 4 years of experience in the taxation of domestic and offshore private investment funds, including fund formation, LLC and LP agreements. Strong background in partnership and investment management tax matters preferred. Ideal candidates will have strong academic credentials, excellent writing and analytical skills, and large-firm or equivalent experience. CT Bar admission required. NY Bar admission is a plus. In addition to a competitive salary, the firm offers bonus eligibility, a comprehensive benefits package, a 401(k) plan, a mentoring program, and other great perks. They offer a collegial and collaborative work environment and are committed to learning and leading in their areas of practice. They are dedicated to diversity, equity, and inclusion, and have achieved Mansfield Certification, and offer opportunities to support pro bono causes. If you would like to be considered please provide a resume, law school transcript, and deal sheet. Cover letters are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws . If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Effectively uses referencing system and workpapers that ties to the return Completes tasks and organizes file to minimize rework by reviewer Ensures data is collected to comply with filing requirements Takes initiative on impending due dates/engagement letters Works with tax software applications to complete simple tax returns for review Performs quarterly estimates and prepares extensions Assists with responses to notices from the Internal Revenue Service Assists in the projection of year-end filings ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Assists with components of income tax provisions Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Operates online research tools to gather pertinent tax information Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting or other relevant field required Pursuing a masters degree in Accounting or other relevant field preferred Experience: Leadership experience preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Seeks advice of appropriate superiors regarding issues related to compliance Ability to prepare simple tax returns Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

At PKF O'Connor Davies, our NFP Tax Internship Program is designed to work with students' educational schedules for the entire year. The internship allows for a flexible work schedule making it ideal for students looking for an opportunity to learn on the job while being able to meet the demands of their studies. The internship engages students in assisting to provide quality tax services to the Firm's clients. NFP Tax Interns work as a team member on diverse client engagements and receive real-world, hands-on experience, allowing them to explore a career in public accounting with PKF O'Connor Davies. In addition, NFP Tax Interns are able to broaden their professional network by participating in community service and Firm sponsored events. From the very beginning, NFP Tax Interns are immersed in PKF O'Connor Davies culture. They begin their career with PKF O'Connor Davies by being assigned a Direct Report, who assists them throughout their entire internship with the Firm. Interns also receive training to grow and develop their skill set. The NFP Tax Internship is a part-time, year-round, paid internship. Though contingent on performance and successful completion CPA eligibility requirements, interns have an opportunity for full time employment after graduation. Essential Duties: Develop relationships with clients and employees. Become familiar with and adhere to the Firm's policies and procedures as they relate to being an efficient and professional team member. Demonstrate knowledge of basic technical tax requirements. Become proficient in preparing tax returns. Develop a working knowledge of all microcomputer applications, which are routinely used. Qualifications: Pursuing a Bachelor's degree in Accounting from an accredited university. Potential candidates should have good communication and computer skills and be team players who are motivated to work in a fast-paced environment. Interns must be customer-focused and able to multitask. Local travel to clients and other PKFOD locations may be required. The compensation for this position ranges from $28.00 - $30.00 per hour. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications. PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA. We are only considering individuals who are authorized to work in the United States. We will not sponsor work visas. #LI-KD1