Job Summary

We are seeking an Experienced Tax/Accounting professional for a direct hire opportunity with a well-established tax and accounting practice in Buffalo, NY. This full-time, in-office role is ideal for a detail-oriented tax preparer, tax associate, staff accountant, Enrolled Agent, or accounting professional with strong Form 1040 preparation experience and a solid understanding of bookkeeping and general accounting.

This opportunity offers stability, long-term growth, and the chance to work in a professional environment where accuracy, client service, and technical development are valued. The right candidate will join a supportive team with approachable leadership, steady client work, and opportunities to expand into business entity tax preparation, tax planning, client advisory services, and advanced accounting responsibilities.

Key Responsibilities

- Prepare federal, state, and local individual income tax returns, including Form 1040 returns with business schedules, investment schedules, deductions, credits, extensions, and estimated tax payment requirements.
- Gather, organize, review, and document client tax and financial information while maintaining accurate workpapers and supporting documentation.
- Provide bookkeeping and accounting support for business clients, including general ledger maintenance, income and expense categorization, reconciliations, and financial reporting assistance.
- Communicate professionally with individual taxpayers and business clients to request documentation, answer questions, resolve issues, and support timely completion of engagements.
- Research tax matters, identify tax issues and planning opportunities, and help ensure compliance with federal and state tax requirements.
- Manage multiple client assignments, deadlines, and seasonal workload demands with strong attention to detail and confidentiality.

Compensation and Benefits

- Direct hire opportunity.
- Full-time, in-office position located in Buffalo, NY.
- Annual salary range of $50,000 to $75,000, based on experience, technical expertise, and qualifications.
- Additional hours are required during tax season.
- Comp time program for hours worked beyond 40 per week.
- Employees may earn up to approximately 120 hours of additional time annually through the comp time program.
- Earned comp time may be used for additional paid time off during the off-season.
- Unused earned comp time is paid out at year-end.
- 401(k) retirement plan.
- Health insurance with employer-paid single-employee coverage.
- Up to three weeks of vacation, based on eligibility requirements.
- Additional paid time off earned through the tax-season comp time program.

Required Qualifications and Skills

- Prepare Form 1040 individual tax returns with business schedules, investment schedules, deductions, credits, and related tax documentation.
- Support bookkeeping and accounting functions for business clients, including reconciliations, general ledger activity, and financial statement support.
- Communicate directly with clients to collect information, clarify tax matters, and support accurate, timely completion of returns.
- Manage multiple tax and accounting assignments while meeting deadlines during regular and peak tax-season periods.

- 3 to 5 years of relevant tax preparation, accounting, bookkeeping, or public accounting experience.
- Professional tax preparation experience with significant Form 1040 preparation responsibilities.
- Experience preparing individual returns that include business schedules and individual tax reporting.
- Knowledge of federal and state individual taxation.
- Understanding of bookkeeping and general accounting principles.
- Strong analytical, organizational, and problem-solving skills.
- Excellent attention to detail, accuracy, and documentation.
- Strong written and verbal communication skills.
- Ability to work independently, take ownership of assigned responsibilities, and maintain strict client confidentiality.
- Effective time management skills with the ability to manage deadlines and competing priorities.

Preferred Qualifications

- Enrolled Agent designation.
- Experience preparing Form 1065 partnership returns.
- Experience preparing Form 1120-S S corporation returns.
- Experience preparing Form 1120 C corporation returns.
- Public accounting firm or tax practice experience.
- Bachelor’s degree in Accounting, Finance, or a related field.
- Experience with UltraTax CS or similar tax preparation software.
- Experience with QuickBooks or QuickBooks Online.
- Strong Microsoft Excel and Microsoft Office skills.
- Interest in long-term professional growth within tax preparation, business entity taxation, tax planning, client advisory services, and advanced accounting work.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.