Tax Accountant

Harlem-based Enrolled Agent practice seeking an experienced Tax Associate with bookkeeping knowledge.

Must-have qualifications:

•    EA or AFSP credential

•    Active PTIN

•    2+ seasons of tax prep using Drake Tax software

•    Adobe Acrobat DC - we are a paperless office that relies exclusively on scanning and organizing large PDF files.

•    Excel 365/2024--including pivot tables--VERY IMPORTANT!

•    Monroe Ultimate Adding Machine

•    Strong written communication skills (ability to interpret and respond to tax authority correspondence).

What you’ll do:

•    Complex Schedule C (>$100k gross receipts)

•    Prepare and review individual returns (Forms 1040/NY/NYC)

•    Schedule E for rental properties (depreciation, passive activity rules)

•    High-volume 1099-B reconciliations (basis, wash sales)

•    Multi-state individual filings (nonresident/part-year)

•    Review returns for technical accuracy and completeness

•    Analyze IRS transcripts and client source documents to resolve discrepancies