Senior Tax Accountant

Senior Accountant Position - New Jersey



About Our Firm

We are a well-established, full-service CPA firm located in Marlton, New Jersey, serving a diverse clientele throughout the greater Philadelphia and South Jersey region. Our firm has built a reputation for delivering exceptional accounting, tax, and advisory services while maintaining the personal touch and attention to detail that our clients value.
Our Mission & Values:

• Provide comprehensive financial solutions tailored to each client's unique needs
• Maintain the highest standards of professional integrity and ethical conduct
• Foster long-term client relationships built on trust, expertise, and reliable service
• Support our team's professional growth through mentorship and continuing education
• Embrace technology and innovation to enhance service delivery and efficiency

Our Services:

• Individual and business tax preparation and planning
• Audit, review, and compilation services
• QuickBooks consulting and bookkeeping services
• Financial statement preparation and analysis
• Business consulting and advisory services
• Estate and trust accounting
• Payroll processing and compliance

Position Overview

We are seeking an experienced Senior Accountant to join our dynamic team. This role is ideal for a detail-oriented CPA or CPA candidate who thrives in a collaborative environment and is passionate about providing exceptional client service. The Senior Accountant will handle complex accounting and tax matters while serving as a mentor to junior staff members.
The successful candidate will work directly with partners and managers on high-level client engagements, manage multiple client relationships, and contribute to the firm's continued growth and success. This position offers significant opportunities for professional development and career advancement within our growing practice.

Essential Responsibilities



Client Service & Relationship Management

Tax Preparation & Planning:

• Prepare complex individual, corporate, partnership, and trust tax returns using professional tax software
• Conduct comprehensive tax planning analysis and provide strategic recommendations to minimize tax liability
• Research complex tax issues and provide guidance on tax implications of business transactions
• Review and supervise tax returns prepared by junior staff members
• Communicate tax strategies and findings to clients in clear, understandable terms
• Stay current with federal and state tax law changes and their impact on clients

Financial Statement Services:

• Prepare compiled, reviewed, and audited financial statements in accordance with GAAP
• Perform audit fieldwork including testing of internal controls, substantive procedures, and analytical reviews
• Document audit procedures and findings in working papers using firm audit software
• Assist in planning audit engagements including risk assessment and materiality determination
• Review financial statements and supporting schedules prepared by staff accountants

QuickBooks & Bookkeeping Services:

• Provide QuickBooks consulting services including setup, training, and ongoing support
• Perform monthly and quarterly bookkeeping services for small to medium-sized businesses
• Reconcile bank accounts, credit card statements, and other balance sheet accounts
• Prepare monthly financial statements and management reports
• Assist clients with cash flow analysis and budgeting processes
• Train client personnel on proper bookkeeping procedures and internal controls

Team Leadership & Development

Staff Supervision & Mentoring:

• Supervise and mentor junior accountants and administrative staff
• Review work product of subordinates for accuracy and completeness
• Provide constructive feedback and coaching to help team members develop their skills
• Assist in training new hires on firm procedures and client service standards
• Participate in performance evaluation process for junior staff members

Project Management:

• Manage multiple client engagements simultaneously while meeting deadlines
• Coordinate with clients to gather necessary documentation and information
• Communicate project status and timeline updates to partners and managers
• Ensure all work meets firm quality standards and professional guidelines
• Identify opportunities to improve efficiency and client service delivery

Business Development & Client Relations

Client Communication:

• Serve as primary contact for assigned client relationships
• Conduct client meetings to discuss financial results, tax strategies, and business issues
• Respond promptly to client inquiries and provide timely solutions
• Build and maintain strong professional relationships with key clients
• Identify opportunities for additional services within existing client relationships

Proposal Development:

• Assist partners in preparing proposals for new client engagements
• Participate in new client meetings and presentations
• Conduct prospective client interviews and gather engagement information
• Help develop fee estimates and engagement letters for new services

Required Qualifications



Education & Certification

• Education: Bachelor's degree in Accounting, Finance, or related field required
• CPA Status: Active CPA license preferred, or CPA candidate actively pursuing certification
• Continuing Education: Commitment to maintaining CPE requirements and staying current with professional standards

Professional Experience

• Industry Experience: Minimum 3-5 years of progressive public accounting experience
• Tax Experience: Extensive experience with individual and business tax preparation and planning
• Audit Experience: Experience with audit, review, and compilation engagements preferred
• Client Service: Demonstrated track record of managing client relationships and delivering quality service

Technical Skills & Software Proficiency

• Tax Software: Proficiency with professional tax preparation software (CCH Axcess, Lacerte, or similar platforms)
• Audit Software: Experience with audit software such as CCH Knowledge Coach, CaseWare, or similar platforms
• QuickBooks: Advanced proficiency in QuickBooks Pro, Premier, and Enterprise versions
• Microsoft Office: Expert-level skills in Excel, Word, and Outlook
• Financial Systems: Experience with various accounting software and financial reporting systems

Essential Competencies



Technical Expertise

• GAAP Knowledge: Thorough understanding of Generally Accepted Accounting Principles
• Tax Code Proficiency: Comprehensive knowledge of federal and state tax regulations
• Analytical Skills: Strong ability to analyze financial data and identify trends or discrepancies
• Problem-Solving: Proven ability to research complex accounting and tax issues and develop practical solutions
• Attention to Detail: Exceptional accuracy in preparing financial statements and tax returns

Communication & Interpersonal Skills

• Written Communication: Excellent writing skills for preparing client correspondence and technical memoranda
• Verbal Communication: Strong presentation and speaking abilities for client meetings and team discussions
• Client Relations: Ability to build rapport with clients and maintain professional relationships
• Team Collaboration: Works effectively with colleagues at all levels of the organization
• Conflict Resolution: Skilled at addressing client concerns and resolving service issues diplomatically

Leadership & Management Abilities

• Staff Development: Experience mentoring and developing junior team members
• Delegation: Ability to effectively assign work and monitor progress of subordinates
• Quality Control: Strong review skills to ensure accuracy and completeness of work product
• Time Management: Excellent organizational skills to manage multiple priorities and meet deadlines
• Strategic Thinking: Ability to see the big picture and contribute to firm's long-term success

Professional Attributes

• Integrity: Unwavering commitment to ethical conduct and professional standards
• Adaptability: Flexible and resilient when facing changing priorities or new challenges
• Initiative: Self-motivated with ability to work independently and take ownership of responsibilities
• Confidentiality: Maintains strict confidentiality of client information and firm matters
• Professional Development: Committed to continuous learning and career advancement

Working Conditions & Requirements



Schedule & Environment

• Full-time Position: Standard business hours with extended hours during busy season (January - April)
• Office Environment: Professional office setting with modern technology and collaborative workspace
• Client Visits: Occasional travel to client locations within the region may be required
• Hybrid Work: Hybrid work arrangements may be available after successful completion of probationary period

Compensation & Benefits Package



Competitive Compensation

• Base Salary: Competitive salary range based on experience and qualifications
• Performance Bonuses: Annual performance-based incentive compensation
• Salary Reviews: Regular performance evaluations with opportunity for advancement and salary increases
• Overtime Compensation: Additional compensation during busy season for exempt employees

Comprehensive Benefits

• Health Insurance: Company-paid health insurance with multiple plan options
• Dental & Vision: Comprehensive dental and vision insurance coverage
• Retirement Plan: 401(k) plan with company matching contribution up to 4% of salary
• Life Insurance: Company-paid life insurance and accidental death & dismemberment coverage
• Disability Insurance: Short-term and long-term disability coverage

Professional Development & Perks

• CPE Support: Company-paid continuing professional education courses and conferences
• CPA Exam Support: Reimbursement for CPA exam fees and review course materials
• Professional Memberships: Company-paid AICPA and state CPA society memberships
• Flexible PTO: Generous paid time off policy with additional personal days
• Holiday Schedule: All major holidays plus additional floating holidays
• Technology: Latest accounting software, hardware, and mobile device allowances