Your Next Opportunity Starts Here

Build Your Career in Tax, Accounting & Advisory

Join Fiotax and help individuals, families, and small businesses make confident financial decisions. We are building a modern accounting practice that combines technical expertise, responsive service, and practical technology.

“Based in New York. Serving clients with a modern, personalized approach.”

Why Work at Fiotax

We believe strong tax and accounting work starts with people: people who care about accuracy, communicate clearly, solve problems thoughtfully, and want to make a real difference for clients.

Whether you have no experience or are an experienced tax professional, an accountant, an administrative professional, or an emerging CPA candidate, Fiotax offers an opportunity to develop practical skills while working closely with clients and a growing team.

What Candidates Can Expect

Meaningful client work

Work directly on tax, accounting, compliance, and advisory matters that help individuals and business owners move forward with confidence.

• Professional development
• Build real-world experience in tax preparation, bookkeeping, planning, entity matters, payroll, and client service.
• Modern tools
• Work in a technology-focused environment that uses Artificial Intelligence (AI) and values efficient workflows, secure document handling, automation, and continuous improvement.
• Supportive team culture
• Collaborate with professionals who value respect, responsiveness, accuracy, accountability, and clear communication.
• Career growth
• Take on increasing responsibility as your technical knowledge, judgment, and client-management skills grow.
• Seasonal opportunities

Explore full-time, part-time, seasonal, internship, and flexible opportunities based on business needs and role requirements.

Who We Are Looking For

We hire people with strong technical foundations—or the willingness to build them—who also understand that client service matters. The best Fiotax team members are dependable, organized, curious, professional, and comfortable taking ownership of their work.

Key qualities:

• Strong attention to detail and commitment to accurate work
   
• Professional communication with clients, teammates, and outside parties
   
• Ability to manage deadlines, especially during tax season
   
• Sound judgment when handling confidential financial information
   
• Comfort learning tax software, accounting systems, and digital workflows
   
• A client-first mindset and willingness to solve practical problems
   
• Interest in developing expertise in tax, accounting, bookkeeping, payroll, or advisory services
   
• Ability to work independently while knowing when to ask questions or escalate an issue

Technical skills can be taught and strengthened. Integrity, accountability, curiosity, and respect for clients are essential.

Explore Career Paths

Tax Advisor / Tax Associate

Ideal for: Entry-level to experienced tax professionals.

Typical responsibilities:

• Prepare federal, state, & local individual and business tax returns
   
• Organize client tax documents and identify missing information
   
• Communicate with clients regarding questions, documents, and return status
   
• Assist with extensions, estimated-tax calculations, notices, and amended returns
   
• Support quality-control and review procedures
   
• Stay current on tax-law changes and filing requirements

Preferred background:

-Experience preparing individual and business tax returns is a plus
-Familiarity with tax software and document-management systems
-Strong organizational and client-service skills
-Seasonal availability may be required during peak filing periods
-Fluency in multiple languages—especially Spanish—is a valuable advantage

Staff Accountant

Ideal for: Professionals interested in small-business accounting and ongoing client support.

Typical responsibilities:

• Maintain and reconcile bookkeeping records
   
• Assist with bank, credit-card, payroll, and general-ledger reconciliations
   
• Prepare financial reports and support month-end processes
   
• Communicate with business clients regarding records, transactions, and reporting needs
   
• Help identify bookkeeping issues and improve record keeping processes
   
• Support tax-preparation work by maintaining organized financial data

Preferred background:

-Bookkeeping, accounting, or QuickBooks experience
-Understanding of debits, credits, reconciliations, and financial statements
-Strong accuracy, organization, and follow-up skills

CPA / Senior Tax Professional

Ideal for: Licensed CPAs or experienced tax professionals seeking client-facing responsibility.

Typical responsibilities:

Review complex individual and business tax returns
 

• Advise clients on tax compliance, planning opportunities, and entity-related matters
   
• Respond to tax notices and assist with representation matters as appropriate
   
• Mentor junior team members and help improve firm procedures
   
• Manage client relationships and deliver timely, practical guidance
   
• Contribute to the growth of Fiotax’s advisory and accounting services

Preferred background:

-CPA license or substantial equivalent tax experience
-Experience reviewing returns and communicating tax positions clearly
-Strong technical research, review, and client-management abilities

Receptionist / Administrative Coordinator

Ideal for: Organized professionals who enjoy helping clients and keeping operations moving.

Typical responsibilities:

• Welcome and assist clients by phone, email, and in person
   
• Coordinate appointments, document collection, reminders, and follow-ups
   
• Maintain organized client records and secure document workflows
   
• Help manage engagement letters, invoices, e-signature requests, and internal tracking
   

Support a smooth and professional client experience during tax season and throughout the year

Preferred background:

-Excellent communication and organizational skills
-Ability to handle sensitive information professionally
-Comfort with office technology, scheduling tools, email, and document systems

Internship / Entry-Level Opportunity

Ideal for: Students, recent graduates, and aspiring tax or accounting professionals.

Typical responsibilities:

• Assist with tax-document organization and return preparation support
   
• Learn client onboarding, workflow management, and professional communication
   
• Support bookkeeping, research, administrative, and data-entry tasks
   
• Gain exposure to real tax and small-business accounting engagements
   
• Receive guidance on practical skills used in a modern accounting practice
   

Using AI tools to streamline administrative work, organize and analyze information, draft client communications, support research, automate routine workflows, and improve the accuracy and efficiency of day-to-day operations

Fiotax welcomes motivated individuals who want hands-on exposure to the accounting profession. Internship and entry-level opportunities may vary by season and firm needs.

The Hiring Process

We aim to make the hiring process straightforward, respectful, and transparent. The exact process may vary depending on the position, season, and number of applicants, but most candidates can expect the following steps.

Step 1: Submit Your Application

Start by reviewing the available opportunities and submitting your resume. Include a short note explaining the role you are interested in, your relevant experience, and your availability.

What to submit:

-Current resume
-Short cover letter or introduction
-Position of interest
-Work availability and preferred schedule
-Professional licenses, certifications, or relevant software experience (if applicable)
-Optional: LinkedIn profile, portfolio, or sample work where appropriate

Submit your resume to contact@fiotax.com

Step 2: Application Review

Our team reviews applications based on the needs of the role, relevant experience, technical background, communication skills, availability, and overall fit with Fiotax’s client-service standards.

What we consider:

-Tax, accounting, bookkeeping, payroll, or administrative experience
-Professional credentials, including CPA, EA, PTIN, accounting education, or relevant certifications
-Familiarity with tax, accounting, and AI technology
-Ability to meet deadlines and manage confidential information
-Alignment with the responsibilities and schedule of the open role

If your qualifications align with a current need, we will contact you about the next step.

Step 3: Initial Conversation

Selected candidates will be invited to an initial phone call or virtual meeting. This is an opportunity for both sides to learn more about one another.

Topics may include:

-Your professional background and career goals
-Your interest in Fiotax and the specific role
-Tax, accounting, bookkeeping, or client-service experience
-Work schedule, availability, and seasonal capacity
-Compensation expectations, where appropriate
-Questions you have about the team, work environment, and responsibilities

Step 4: Skills or Experience Assessment

Depending on the position, candidates may be asked to complete a brief skills assessment, practical exercise, or structured discussion about relevant work experience.

Step 5: Interview

Candidates moving forward will meet with leadership or relevant team members. Interviews may take place virtually or in person, depending on the role.

What we want to learn:

-How you approach accuracy, deadlines, and client communication
-How you organize competing priorities during busy periods
-Your comfort with tax, accounting, and technology tools
-How you handle sensitive information and professional responsibility
-How you respond when you are unsure of an answer or encounter a complex issue
-The type of professional environment in which you do your best work
-How well you can handle AI in a workflow environment

What candidates should evaluate too:

-Whether the role matches their goals and skills
-Expected workload and tax-season schedule
-Training, supervision, and growth opportunities
-Team culture and communication style
-Compensation, benefits, flexibility, and performance expectations

Step 6: References and Background Review

Final candidates may be asked to provide professional references. Depending on the role and applicable law, Fiotax may also conduct an appropriate background review.

Fiotax handles candidate information with care and uses hiring-related information only for legitimate purposes.

Step 7: Offer and Onboarding

If you are selected, we will provide an offer outlining the position, expected responsibilities, compensation structure, start date, schedule, and other applicable terms.

The onboarding process may include:

-Review and acceptance of the offer
-Completion of required employment and tax forms
-Identity and work-authorization verification, as required
-Confidentiality, data-security, and client-information procedures
-Technology setup and access to required systems
-Training on firm workflows, communication standards, and quality-control procedures
-Introduction to the Fiotax team, client-service expectations, and role-specific goals

Our goal is to help new team members begin with clear expectations, the right tools, and the support needed to contribute confidently.

What Your First 90 Days May Look Like

From New Hire to Trusted Team Member

Timeframe | Candidate Experience

First week

• Complete onboarding, meet the team, receive systems access, review confidentiality and workflow procedures, and begin role-specific training.

First 30 days

• Learn Fiotax processes, shadow or collaborate with team members, complete supervised work, and receive regular feedback.

Days 31–90

• Take on greater responsibility, build confidence with client communication and technical workflows, and identify development goals.

Days 91+

• Operate more independently within the role, contribute to process improvements, and discuss longer-term growth opportunities with leadership.

At Fiotax, growth is not limited to title changes. It includes becoming more confident, more technically capable, more trusted by clients, and more prepared for the next level of responsibility.

Candidate FAQ

Do I need to be a CPA to work at Fiotax?

No. Some roles may require a CPA license, tax-preparation experience, bookkeeping knowledge, or other credentials, while others are designed for administrative professionals, entry-level applicants, students, or seasonal team members. Each position will list its specific requirements.

Can I apply if I have no tax or accounting experience?

Yes. Ideal for students, recent graduates, and aspiring tax, accounting, and business professionals.

Does Fiotax hire seasonal tax professionals?

Yes. Fiotax may hire seasonal tax preparers, administrative staff, interns, and other support professionals based on tax-season needs. Seasonal openings may have different schedules and timelines than year-round positions.

Can I apply if there is no listed opening?

Yes. Candidates may submit a resume for future consideration. Fiotax may retain applications for an appropriate period and contact qualified candidates if a suitable opportunity becomes available.

What should I include with my application?

Please include a current resume, the position or type of role you are seeking, a short introduction, relevant experience, licenses or certifications, and your work availability.

How long does the hiring process take?

Timing depends on the position, season, hiring urgency, and number of applicants. Fiotax will communicate with candidates who are selected to move forward.

Will I receive training?

Yes. Training depends on the role and your prior experience. Fiotax expects every team member to follow firm procedures, protect confidential information, and maintain high standards for accuracy and client communication.

Is client information confidential?

Yes. Protecting client information is a core responsibility. All team members are expected to follow confidentiality, privacy, cybersecurity, and document-handling procedures.

Ready to Grow With Fiotax?

If you are looking for a role where your work matters, your professional growth is valued, and your contribution helps clients make better financial decisions, we would like to hear from you. Email your resume to contact@fiotax.com

Disclaimer

Submission of an application or resume does not guarantee an interview or employment. Fiotax may modify, suspend, or discontinue job postings and hiring processes at any time, consistent with applicable law. Nothing on this page creates an employment contract or guarantee of employment.