Senior Tax & Wealth Planning Associate
The Alta Group
Job Description
Job Description
Tax Manager/Senior
Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.
What you will do:
- Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
- Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
- Lead business and personal income tax compliance, strategy and planning for clients.
- Partner with the firm's wealth management team to develop and suggest wealth management strategies.
- Lead and develop junior team members.
- Lead communications with both clients, and federal (IRS), state and local tax officials.
- Network and develop relationships to promote firm awareness and drive practice growth.
What you can expect:
- The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
- A cohesive, supportive team culture
- Tremendous career/professional growth potential, essentially unlimited earning potential
- An entrepreneurial environment with true partnership potential
What's required:
4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.
A CPA is required, CFP or in process preferred
Strong presentation and communication skills
A desire to develop new relationships and help grow the firm
An interest in wealth management and financial planning
Vacancy posted 23 days ago
Similar jobs that could be interesting for youBased on the Senior Tax & Wealth Planning Associate in Paramus, NJ vacancy
$170.5k - $284.1k
...Senior Wealth Strategist Location: This position may be based anywhere within the M&T Bank footprint, with responsibility... ...-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role is ideal for a Trust & Estate Attorney...SeniorTaxWork experience placementWork at office- ...Job Description Job Description Senior Tax Accountant Opportunity for a driven entrepreneurial minded professional... ...that has successfully combined tradition tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser...SeniorTaxLocal area
The Alta Group
Paramus, NJ23 days ago - ...understand clients' financial status and goals. Develop personalized financial plans and provide investment recommendations. Assist clients in areas such as retirement planning, estate planning, and tax strategies. Monitor clients' accounts and provide regular updates on...SeniorTax
Prudential Financial
Paramus, NJ4 days ago - ...that offers exposure to many types of businesses and tax situations, allowing you to develop a well rounded skill... ..., gaining meaningful experience across compliance, planning, and advisory work. As a Tax Senior, you will prepare and review a range of returns while...SeniorTax
Distinct | North America
Rochelle Park, NJ3 days ago $95k - $115k
...About Us Nisanov Tax Group is a modern tax advisory firm focused on... ...reduce taxes and build long-term wealth. The Role We’re hiring a Senior Tax Associate on a path to Tax Manager .... ...and gain exposure to advanced tax planning. You’ll work directly with...SeniorTaxFull timeNisanov Tax Group
Fort Lee, NJ1 day ago- ...exposure to many types of businesses and tax situations, allowing you to... ...well rounded skill set. Check all associated application documentation... ...meaningful experience across compliance, planning, and advisory work. As a Tax Senior, you will prepare and review a...SeniorTax
Distinct | North America
Rochelle Park, NJ4 days ago - ...transactionsInvolved with Fixed Asset Register and depreciationsManage Sales tax reporting (covering multiple states), taxation and actively... ...degree preferred.SummaryType: Full-timeFunction: Accounting/AuditingExperience level: Mid-Senior LevelIndustry: Staffing And RecruitingSeniorTaxLocal area
Clark Davis Associates
Paramus, NJ2 days ago - KRS CPAs, LLC in Paramus, NJ is seeking a Senior Accountant to support tax preparation, planning, financial statements, and audit-related engagements. The ideal candidate will hold a BS in Accounting with 5+ years of CPA firm experience and a CPA license (or pursuing)....SeniorTaxRelocation packageFlexible hours
- ...Summary Reporting to the Vice President – Investor Services, the Senior Associate will be an integral part of the team’s success. ESSENTIAL... ...Investor Services. Contact investors who are outstanding AML / Tax requirements. REQUIREMENTS To perform this job successfully, an...SeniorTax
Waystone
Fair Lawn, NJ3 days ago - ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...LLP is hiring an Audit & Assurance Senior to join CLA Northeast’s Nonprofit team... ...finish, including managing the budget, planning, fieldwork, directing staff and completing...SeniorTaxFull timeWork at officeNight shift
CliftonLarsonAllen
Hillsdale, NJ5 days ago $32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax liabilities, maximize refunds, and provide future tax planning advice. \n Utilize resources such as government websites, professional...SeniorTaxLocal areaIntuit
Paramus, NJ18 days ago- Preparation and review of partnership, corporate, fiduciary, and individual tax returns Assist with client Audit, Review and Compilation engagements Supervise and review bookkeeping staff and engagements Assist clients with general accounting and tax projects/inquiries...SeniorTax
- ...Senior Manager Accounting Bergen County, NJ Reporting to: Director Accounting We are seeking a detail-oriented and proactive Manager... ...inquiries Work with third-party vendors to manage foreign tax filings and ensure compliance with local regulatory requirements...SeniorTaxInterim roleLocal area
Sole Solutions
Paramus, NJ4 days ago - We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role. This position is ideal... ...will prepare tax returns, identify planning opportunities, support year-round tax...TaxWork at officeAfternoon shift
$125.6k - $209.4k
Overview:The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial real estate clients... ...information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals,...SeniorTaxFull timeWork experience placementInterim roleWork at officeM&T Bank
Paramus, NJ4 days ago- ...estates. This client-facing role combines complex tax preparation and compliance with proactive tax planning and wealth advisory services. The ideal candidate will work... ...tax and advisory resource. Collaborate with senior professionals on complex tax engagements and...TaxFor contractorsLocal area
AlphaX
Oradell, NJ5 days ago $140k
...Local income taxesSales and UseQST taxesProperty TaxesTax planning and complianceManage a teamManage tax auditsQualificationsBachelor’s degree in AccountingCPA... ...bonusSummaryType: Full-timeFunction: Accounting/AuditingExperience level: Mid-Senior LevelIndustry: Consumer GoodsSeniorTaxLocal areaClark Davis Associates
Ridgefield Park, NJ3 days ago- ...AVAILABLE!! KRS CPAs, LLC is a growing CPA firm located in Paramus, NJ seeking a Senior Accountant to assist with various client services including tax preparation, tax planning, financial statement preparation, compilations & reviews, audits & consulting. The ideal...SeniorTaxSummer workRelocation packageFlexible hours
KRS CPAs, LLC
Paramus, NJa month ago - ...firm located in Paramus, NJ seeking an Audit Senior to assist with all aspects of the audit... ...delivered in a timely manner Coordinate and plan various phases of engagements, budget time... ...of accounting principles and auditing/tax standards to effectively supervise staff and...SeniorTaxSummer workRelocation packageFlexible hours
$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional...SeniorTaxLocal areaIntuit
Paramus, NJ9 hours ago$725 per month
...and execute sales and marketing plans to meet or exceed community... ....Brookdale supports our Sales associates through:3-week on-boarding & orientation... ...and recent sales experience. Senior Living experience... ..., up to $725, less applicable taxes and withholding, for qualified...SeniorTaxHourly payFull timeTemporary workPart timeWork at officeLocal areaFlexible hoursBrookdale Senior Living
Emerson, NJ5 days ago- ...hires, terminations, and changes in employment status, collaborating with managers and the finance team as necessary. Ensure payroll tax compliance, including handling state and local tax registrations and filings. Work closely with the finance department to reconcile payroll...SeniorTaxTemporary workWork at officeLocal area
$20 - $23.5 per hour
...CHOPT Senior Assistant Manager Base compensation: $20.00-$23.50 per hour Hours per week... ...for fathers and adoptive parents ~ Pre-tax Flexible Spending, Commuter and Dependent Care benefits ~ Corporate wellness plan with ClassPass ~100% company-paid Short Term...SeniorTaxHourly payTemporary workFlexible hoursChopt
Paramus, NJ1 day ago- Overview The Senior Tax Preparer is responsible for preparing, reviewing, and finalizing complex individual, corporate, partnership, and... ..., contribute to process improvements, and assist with tax planning strategies. Responsibilities Tax Preparation & Review Prepare...SeniorTaxLocal areaFlexible hours
- ...Senior Tax Accountant We are seeking an experienced and detail-oriented Senior Tax Accountant to join our growing CPA firm. The ideal... ...to gather information, answer tax questions, and provide planning recommendations. Identify tax-saving opportunities and assist...SeniorTaxTemporary workLocal area
$119k - $224k
...Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending... ...financial statements, tax returns, fund structures, and... ...disqualification are not eligible to be associated with a FINRA-registered broker... ...of the following benefit plans and programs offered to...TaxFull timeWork experience placementWells Fargo
Paramus, NJ3 days ago- .... This client-facing role combines complex tax preparation and compliance with proactive tax planning, estate strategies, and wealth advisory services. The ideal candidate is interested... ...and advisory support. Collaborate with senior team members on complex tax engagements,...TaxFull timeFor contractorsLocal area
- ...experiencing growth and looking to hire a Senior Tax AccountantJob DescriptionJob... ...taxing authoritiesParticipates in tax planning and estimates for clientsAssists accounting... ...client meetingsReviews tax accruals and associated working papersAssists in analyzing and...SeniorTax
Clark Davis Associates
Mahwah, NJ2 days ago $200k - $225k
...America.Job DescriptionPosition Purpose:The Senior Director of General Accounting is a key... ...required regulatory filings.Partner with FP&A, Tax and business unit leaders to provide... ...reports, establish individual development plans, and identify training and growth opportunities...SeniorTaxFlexible hoursVeolia Environnement
Paramus, NJ6 days ago$70k - $80k
...assist the auditors in their inquiries. Prepare and file property tax returnsTrack company expenditures for fixed assets in comparison... ...****@*****.***: Full-timeFunction: Accounting/AuditingExperience level: Mid-Senior LevelIndustry: Consumer GoodsSeniorTaxWork at officeClark Davis Associates
Ramsey, NJ2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax & Wealth Planning Associate. Be the first to apply!
Related searches