Tax Senior Associate / Senior (CPA)
Tax Senior Associate / Senior
Location: Northern New Jersey Reports to: Wealth Management Team & Partners About the Role
Required Qualifications
Key Responsibilities
Tax Compliance
Tax Planning & Advisory
Client Service
Team Collaboration
Desired Skills & Attributes
What We Offer
Location: Northern New Jersey Reports to: Wealth Management Team & Partners About the Role
Our client is seeking a CPA-licensed Tax Senior Associate / Senior to join their wealth management firm. This is an excellent opportunity for an early-career tax professional to work closely with high-net-worth individuals and their families, providing comprehensive tax planning and compliance services as part of an integrated wealth management approach.
Required Qualifications
- CPA License (active and in good standing)
- 2-5 years of experience in public accounting or tax preparation
- Proven experience preparing individual (Form 1040) and business tax returns (Partnerships, S-Corps, C-Corps)
- Strong understanding of federal and state tax regulations
- Bachelor's degree in Accounting, Finance, or related field
Key Responsibilities
Tax Compliance
- Prepare and review individual income tax returns for high-net-worth clients
- Prepare business tax returns including partnerships, S-corporations, and C-corporations
- Manage tax filing deadlines and ensure timely delivery of all tax obligations
- Coordinate with external advisors including attorneys and other CPAs
Tax Planning & Advisory
- Assist in developing proactive tax strategies for clients
- Support year-end tax planning initiatives
- Identify tax-saving opportunities through careful review of client financial situations
- Provide tax estimates and projections
Client Service
- Build strong relationships with clients and respond to tax-related inquiries
- Communicate complex tax concepts in clear, accessible language
- Collaborate with wealth advisors to provide integrated financial planning
- Participate in client meetings as needed
Team Collaboration
- Work closely with wealth management team to understand client goals
- Contribute to the development of comprehensive financial plans
- Stay current on tax law changes and share knowledge with the team
Desired Skills & Attributes
- Strong analytical and problem-solving abilities
- Excellent attention to detail and organizational skills
- Effective written and verbal communication
- Ability to manage multiple deadlines in a fast-paced environment
- Client-service oriented mindset
- Interest in wealth management and working with affluent families
- Proficiency with tax software (e.g., CCH Axcess, Thomson Reuters, Lacerte, ProSeries)
- Advanced Microsoft Excel skills
What We Offer
- Competitive compensation package
- Professional development and continuing education support
- Collaborative team environment
- Exposure to sophisticated wealth management strategies
- Opportunity to grow within the firm
- Work-life balance outside of tax season
Oradell, New Jersey
Up to £0.00 per annum
