Jordan Ellis
Junior Tax Preparer
Hudson Point Tax Advisors
Dear Hiring Team,
I am writing to express my interest in the Tax Preparer position at Hudson Point Tax Advisors. With hands-on experience preparing federal and multi-state individual tax returns and reconciling diverse source documentation, I welcome the opportunity to support your firm's commitment to accurate, compliant tax preparation services.
In my current role as a Junior Tax Preparer at Harborline Tax Advisory LLC, I prepare federal Form 1040 returns alongside Schedules A, B, C, D, and E for over 180 individual and sole proprietor clients per season. My day-to-day responsibilities involve verifying W-2s, 1099s, and K-1s to capture eligible deductions and credits, calculating New York State IT-201 and New Jersey NJ-1040 filings, and conducting intake interviews to clarify discrepancies before submitting files for senior preparer sign-off.
Previously, as a Tax Preparation Intern with Oatman Financial Associates, I organized and cross-checked prior-year returns and workpapers for 220 tax files, entering validated income and deduction figures into Drake Tax software. Supported by my Bachelor of Business Administration in Accounting from Baruch College and an active IRS Annual Filing Season Program Record of Completion, I maintain strict adherence to current tax guidelines and client confidentiality.
I look forward to contributing my intake, reconciliation, and preparation background to the client engagements at Hudson Point Tax Advisors. Thank you for your time and consideration, and I welcome the opportunity to discuss my qualifications with your team.
Sincerely,
Jordan Ellis