Tax Specialist Jobs in New York
Tax Specialist jobs in New York represent one of the most active markets in the country, concentrated in financial services, corporate accounting, public accounting firms, and real estate, with openings at every level from entry-level associates through senior and director roles. The heaviest hiring happens in New York City, particularly Manhattan and Midtown, with additional demand in White Plains and Melville on Long Island, where firms like Deloitte, KPMG, and JPMorgan Chase maintain large, established tax practices. The most in-demand specializations include corporate tax compliance, international tax, and state and local tax. Find a role that fits below and apply directly.
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Bayside Tax & Wealth is a growing tax, accounting and financial advisory firm seeking an experienced Client Accounting Specialist to manage the day-to-day bookkeeping and accounting for a portfolio of small business, self-employed and startup clients.
This is not simply a transaction-entry bookkeeping position.
We are looking for someone who understands the financial statements they are producing, notices when something doesn't look right, asks questions, and takes ownership of keeping client books accurate and current.
Our financial statements are used throughout the year for tax planning, business advisory and client meetings. Accurate and timely books are therefore an important part of the service we provide our clients.
Responsibilities
- Manage bookkeeping for a portfolio of business and self-employed clients
- Maintain books primarily using QuickBooks Online, as well as Xero, QuickBooks Desktop, Drake Accounting and other accounting platforms
- Categorize and review bank and credit card transactions
- Perform monthly bank and credit card reconciliations
- Review and maintain general ledger accounts
- Prepare and review accurate Profit & Loss and Balance Sheet reports
- Maintain bookkeeping and P&Ls for sole proprietors and other self-employed clients
- Record and reconcile payroll and payroll-related transactions
- Work with Patriot Payroll and other payroll platforms
- Prepare and file periodic sales tax returns and reconcile sales tax liabilities
- Maintain accounts receivable and accounts payable where applicable
- Record and reconcile loans, fixed assets, owner/shareholder transactions, distributions and contributions
- Prepare adjusting journal entries when appropriate
- Maintain supporting schedules and workpapers
- Identify unusual transactions, discrepancies, missing information and potential accounting issues
- Proactively follow up with clients and our internal team for information needed to complete the books
- Keep client books current and ready for scheduled tax-planning, business advisory and client meetings
- Prepare organized year-end books and supporting schedules for our tax team
- Communicate accounting questions and outstanding items clearly to our accounting and tax team
- Escalate accounting issues requiring additional technical review rather than allowing unresolved items to carry forward
As our client base expands, this position will also work with startup and growing businesses that may have multi-year customer contracts, accrual accounting, deferred revenue and other more complex transactions.
You do not need to be an expert in every accounting issue or every software platform. We do expect you to have a strong accounting foundation, recognize when something requires additional review, and be comfortable learning new systems and accounting concepts.
Qualifications
- Strong hands-on QuickBooks Online experience
- Experience managing bookkeeping for multiple businesses or clients
- Solid understanding of accounting and bookkeeping principles
- Ability to prepare and review Profit & Loss and Balance Sheet reports
- Strong bank and credit card reconciliation skills
- Understanding of cash and accrual accounting concepts
- Experience with different business structures, including S corporations, partnerships, LLCs and sole proprietorships
- Ability to recognize bookkeeping and accounting issues rather than simply categorize transactions
- Strong attention to detail and organizational skills
- Ability to manage multiple clients and recurring deadlines
- Comfortable working independently while knowing when to ask questions
- Strong written and verbal communication skills
Preferred Experience
Experience with any of the following is helpful, but we do not expect candidates to know every system:
- Xero
- QuickBooks Desktop
- Drake Accounting
- Patriot Payroll or other payroll platforms
- Sales tax preparation and filing
- Payroll processing and reconciliation
- Accrual-basis accounting
- Accounts receivable and accounts payable
- Deferred revenue and multi-year contracts
- Startup-company bookkeeping
- QuickBooks Online ProAdvisor certification
- Previous experience with a CPA, accounting, bookkeeping or tax firm
What Success Looks Like
Our goal is simple: our clients' financial statements should be accurate, current and ready when our team or our clients need them.
The right person will become familiar with their assigned clients, take ownership of their books, proactively resolve missing information, meet recurring deadlines and maintain consistently reliable financial statements throughout the year.
We are looking for someone interested in becoming a long-term member of our team and growing with our business accounting and advisory practice.
Job Type: Full-time
Salary: $65,000–$75,000 per year, based on experience and qualifications
Location: Port Washington, NY
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Work Location: In person
Bayside Tax & Wealth is a growing tax, accounting and financial advisory firm seeking an experienced Client Accounting Specialist to manage the day-to-day bookkeeping and accounting for a portfolio of small business, self-employed and startup clients.
This is not simply a transaction-entry bookkeeping position.
We are looking for someone who understands the financial statements they are producing, notices when something doesn't look right, asks questions, and takes ownership of keeping client books accurate and current.
Our financial statements are used throughout the year for tax planning, business advisory and client meetings. Accurate and timely books are therefore an important part of the service we provide our clients.
Responsibilities
- Manage bookkeeping for a portfolio of business and self-employed clients
- Maintain books primarily using QuickBooks Online, as well as Xero, QuickBooks Desktop, Drake Accounting and other accounting platforms
- Categorize and review bank and credit card transactions
- Perform monthly bank and credit card reconciliations
- Review and maintain general ledger accounts
- Prepare and review accurate Profit & Loss and Balance Sheet reports
- Maintain bookkeeping and P&Ls for sole proprietors and other self-employed clients
- Record and reconcile payroll and payroll-related transactions
- Work with Patriot Payroll and other payroll platforms
- Prepare and file periodic sales tax returns and reconcile sales tax liabilities
- Maintain accounts receivable and accounts payable where applicable
- Record and reconcile loans, fixed assets, owner/shareholder transactions, distributions and contributions
- Prepare adjusting journal entries when appropriate
- Maintain supporting schedules and workpapers
- Identify unusual transactions, discrepancies, missing information and potential accounting issues
- Proactively follow up with clients and our internal team for information needed to complete the books
- Keep client books current and ready for scheduled tax-planning, business advisory and client meetings
- Prepare organized year-end books and supporting schedules for our tax team
- Communicate accounting questions and outstanding items clearly to our accounting and tax team
- Escalate accounting issues requiring additional technical review rather than allowing unresolved items to carry forward
As our client base expands, this position will also work with startup and growing businesses that may have multi-year customer contracts, accrual accounting, deferred revenue and other more complex transactions.
You do not need to be an expert in every accounting issue or every software platform. We do expect you to have a strong accounting foundation, recognize when something requires additional review, and be comfortable learning new systems and accounting concepts.
Qualifications
- Strong hands-on QuickBooks Online experience
- Experience managing bookkeeping for multiple businesses or clients
- Solid understanding of accounting and bookkeeping principles
- Ability to prepare and review Profit & Loss and Balance Sheet reports
- Strong bank and credit card reconciliation skills
- Understanding of cash and accrual accounting concepts
- Experience with different business structures, including S corporations, partnerships, LLCs and sole proprietorships
- Ability to recognize bookkeeping and accounting issues rather than simply categorize transactions
- Strong attention to detail and organizational skills
- Ability to manage multiple clients and recurring deadlines
- Comfortable working independently while knowing when to ask questions
- Strong written and verbal communication skills
Preferred Experience
Experience with any of the following is helpful, but we do not expect candidates to know every system:
- Xero
- QuickBooks Desktop
- Drake Accounting
- Patriot Payroll or other payroll platforms
- Sales tax preparation and filing
- Payroll processing and reconciliation
- Accrual-basis accounting
- Accounts receivable and accounts payable
- Deferred revenue and multi-year contracts
- Startup-company bookkeeping
- QuickBooks Online ProAdvisor certification
- Previous experience with a CPA, accounting, bookkeeping or tax firm
What Success Looks Like
Our goal is simple: our clients' financial statements should be accurate, current and ready when our team or our clients need them.
The right person will become familiar with their assigned clients, take ownership of their books, proactively resolve missing information, meet recurring deadlines and maintain consistently reliable financial statements throughout the year.
We are looking for someone interested in becoming a long-term member of our team and growing with our business accounting and advisory practice.
Job Type: Full-time
Salary: $65,000–$75,000 per year, based on experience and qualifications
Location: Port Washington, NY
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Work Location: In person
See All 13 Tax Specialist Jobs in New York
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Find Tax Specialist JobsTax Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Tax Specialist Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Accounting & Auditing
What New York Employers Look For
The qualifications that appear most often in tax specialist jobs across New York.
- CPA license issued or recognized by the New York State Board of Public Accountancy
- Bachelor's degree in accounting, finance, or a closely related field required
- Proficiency in tax preparation software such as Thomson Reuters OneSource or Corptax
- Experience preparing federal and New York State corporate or individual tax returns
- Strong knowledge of ASC 740 income tax accounting for corporate roles
- Familiarity with New York City and New York State tax codes and filing requirements
Tax Specialist Jobs in New York: Frequently Asked Questions
How do you become a tax specialist in New York?
Most tax specialist roles in New York require at least a bachelor's degree in accounting or finance, and employer expectations in this market run high. The New York State Board of Public Accountancy oversees CPA licensure, which is the credential that opens the most doors, especially at public accounting firms and large corporations. Candidates must pass the Uniform CPA Examination and meet New York's education and experience requirements before licensure.
How much do tax specialists make in New York?
Tax specialists in New York earn a median of about $71,850 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $39,010 for the lowest 10% to over $125,070 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire tax specialists in New York?
Employers hiring tax specialists in New York right now include Paylocity, Barclay Damon, LLP, and Fanatics, based on current listings on Migrate Mate as of September 2026. New York's concentration of global financial institutions, Big Four accounting firms, and multinational corporate headquarters makes it one of the deepest hiring pools for tax professionals in the country.
Which New York cities have the most tax specialist jobs?
The cities with the most tax specialist openings in New York are New York, Buffalo, and Delhi. New York City dominates the distribution because of its dense concentration of financial services firms, corporate headquarters, and large public accounting offices, while suburban hubs like White Plains and Melville draw demand from regional corporate campuses and mid-market accounting practices.
Are there remote tax specialist jobs in New York?
Yes, and more than most fields. About 43% of tax specialist openings tied to New York are remote or hybrid as of September 2026, reflecting how naturally the work translates to desk and analytical settings. Tax compliance, research, and advisory work are the functions most likely to offer full remote or flexible arrangements, particularly at firms that have invested in cloud-based tax platforms.
How can I get hired as a tax specialist in New York with little or no experience?
The most realistic entry path is landing a staff tax associate or tax analyst role at a mid-size public accounting firm or a large corporation's in-house tax department. New York's Big Four offices, including Deloitte and PwC, run structured new-graduate programs that train candidates without prior tax experience. Lateral moves from bookkeeping, payroll, or accounts payable roles are also common. Sitting for the CPA exam or earning an Enrolled Agent credential gives candidates a clear edge in a competitive market.
Where can I find and apply to tax specialist jobs in New York?
You can find and apply to tax specialist jobs in New York on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that fit your experience and specialty, and apply directly.
See All 13 Tax Specialist Jobs in New York
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