Insite US · 9 hours ago
Tax Preparer - Senior Tax Preparer
Glen Rock, NJ
Full-time
Hybrid
Senior Level
5+ years expInsite US is seeking a Senior Tax Preparer responsible for preparing, reviewing, and finalizing complex tax returns while ensuring compliance with tax regulations. This role requires strong technical tax knowledge and client communication skills, as well as the ability to mentor junior staff and improve processes.
Staffing & Recruiting
Hiring Manager
Sophie Lake
Responsibilities
Prepare and review complex federal and state tax returns including:
Individuals (high-net-worth, multi-state, investment-heavy)
Partnerships (1065)
Corporations (1120, 1120S)
Trusts & Estates (1041)
Analyze financial statements, trial balances, and source documents to ensure accuracy and compliance
Identify tax-saving opportunities and planning strategies for clients
Research and interpret tax laws and regulations to ensure correct application
Serve as a primary point of contact for assigned clients
Communicate clearly regarding tax requirements, deadlines, and documentation
Advise clients on estimated tax payments, extensions, and compliance issues
Assist with tax notices, audits, and correspondence with taxing authorities
Ensure all filings meet federal, state, and local requirements
Monitor regulatory changes and apply them to client work
Maintain detailed workpapers and documentation to support all returns
Review junior staff work for accuracy and provide coaching and feedback
Mentor and support junior tax preparers
Assist with workflow management during peak seasons
Help improve internal processes, checklists, and documentation standards
Support firm initiatives related to automation and efficiency
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field (Master's preferred)
5+ years of professional tax preparation experience
Strong knowledge of federal and multi-state tax regulations
Experience with high-net-worth individuals and business entities
Proficiency in tax software (e.g., ProSystem fx, UltraTax, Drake, Lacerte)
Strong Excel and accounting software skills
Excellent analytical, organizational, and communication abilities
Ability to manage multiple deadlines in a fast-paced environment
Preferred
CPA or EA certification strongly preferred
Benefits
Competitive compensation and performance bonuses
Flexible or hybrid work options
Career advancement opportunities
Support for CPA/EA continuing education
Collaborative and professional work environment
Company
Insite US
We are the US's acknowledged market-leading public practice consultancy; with the largest team of experienced Consultants and Support staff; the biggest advertiser and the largest database.
Founded in 2015New York, NY, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase