Tax Collator

Tax Collator Job description

Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.

Key Responsibilities:

• Assemble, collate, and finalize tax return packages for delivery (electronic and paper), ensuring accuracy and completeness.

• Process tax returns during peak deadlines (March/April and September/October) while supporting steady workflow year-round.

• Organize and maintain client documents through scanning, filing, and use of internal document management systems.

• Perform quality checks on tax documents to ensure proper formatting, inclusion of all required forms, and adherence to firm standards.

• Generate invoices in accordance with the firm’s billing policies and assist with billing coordination.

• Provide administrative support including answering phone calls, scheduling appointments, and responding to internal and external communications.

• Maintain strict confidentiality of client and firm information.

• Collaborate with tax preparers, reviewers, and administrative staff to ensure timely delivery of completed returns.

Requirements:

• Experience with tax return assembly and processing; familiarity with CCH Axcess preferred.

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).

• Strong organizational skills with exceptional attention to detail.

• Ability to manage multiple priorities and meet tight deadlines, especially during peak tax seasons.

• Team-oriented mindset with strong collaboration skills.

• Excellent verbal and written communication abilities.

• High level of professionalism, discretion, and adaptability.

• Strong work ethic and commitment to accuracy.

Job Type: Full-time

Schedule: Monday – Friday, 9:00AM – 5:30PM

Work Location: In person

Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $55-65K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee
  only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term
  disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including
  access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every
team member can thrive. Apply today to be part of a company that values its
people and their contributions!

“Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.

Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.

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