Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
Research and Analysis
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying compliance issues and opportunities to minimize tax liabilities and optimize financial outcome
Interpret and apply relevant tax laws, regulations, and guidelines
Prepare 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 accounting and tax matters
Explain accounting and 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 accounting and tax situations
Compliance and Documentation
Ensure adherence to regulations and deadlines, filing tax returns accurately and timely
Maintain compliance with accounting principles, regulations, and client-specific requirements
Maintain organized and comprehensive files and documentation for each client engagement
Track changes in laws and regulations and their potential impact on clients
Team Collaboration
Collaborate with other professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Support members in complex projects, including audits and specialized services
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance workflows, processes, and methodologies, contributing to the continuous improvement of the firm's accounting and tax services
Supervisory responsibilities
May supervise subordinate team members
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
Local travel may be limited and unpredictable, depending on client’s needs
Required education and experience
Bachelor’s degree in accounting, finance, or a related field
3 – 6 years of relevant experience
Software: Microsoft Suite, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research, Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
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 Newburgh location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $95,788 to $124,524.
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.
