2027 Tax Staff Accountant - Newburgh

UHY is a professional services firm providing audit, tax, consulting, and advisory services to clients primarily in the middle market. The Tax Staff Accountant will prepare business and individual tax returns, conduct tax research and analysis, communicate with clients, support tax compliance, and collaborate with tax professionals on client engagements.

What you'll do:

• 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
• 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
• 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
• 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

What they're looking for:

• 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
• 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 may be frequent and unpredictable, depending on client's requirements
• 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

Benefits:

• A collaborative and supportive work environment where teamwork is valued.
• Group health insurance.
• Dental and vision coverage.
• 401(k) retirement plans.
• Generous paid time off (PTO) allowances.