Senior Tax & Wealth Planning Associate
The Alta Group
Tax Manager/Senior Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm 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 Strong presentation and communication skills An desire to develop new relationships and help grow the firm An interest in wealth management and financial planning #J-18808-Ljbffr The Alta Group
- The Alta Group seeks a driven Tax Manager/Senior to lead business and personal income tax compliance and planning for a growing client base in New Jersey. The role requires... ...years of related experience, with exposure to wealth management and advisory services. You will...SeniorTax
$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates within... ...exceptions, and manage corrective action plans.Identify and develop additional... ...clients on emerging issues, regulatory and tax changes, and advises clients on appropriate...SeniorTaxFull timeWork experience placementWork at office- Distinct, a CPA firm near River Edge, New Jersey, seeks a professional to handle 1040 tax returns and participate in wealth management and financial planning for clients. You'll work in a collaborative, in-office environment that values learning and community involvement...SeniorTaxWork at office
- ...Senior Tax Accountant Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client... ...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, NJ4 days ago $90k - $157.5k
What we are looking for Senior Consultants in our Wealth Management practice serve as subject-matter experts... ...-based portfolios, drift monitoring, tax optimization, pre-trade compliance,... ...skills including the ability to convey plans, issues and risks to clients and team...SeniorTaxFull timeTemporary workRemote workFlexible 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. \n Utilize resources such as government websites, professional...SeniorTaxLocal areaIntuit
Paramus, NJ18 days ago- ...employees in the firm who have extensive knowledge across several departments. You will be doing a mix of 1040 tax returns and financial planning for their wealth management department. You’ll be awarded bonus for any professional development in gaining credentials for...SeniorTaxWork at office
- ...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
- AlphaX in Oradell, NJ, seeks an experienced Senior Tax Accountant with an active CPA license to service individuals... .... The role blends tax compliance with proactive planning and client advisory, with exposure to wealth services. The successful candidate will lead tax preparations...SeniorTax
- ...The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person...TaxLocal area
Creative Planning
Paramus, NJ5 days ago - AlphaX in New Jersey is seeking a Tax CPA to serve individual, small-business, estate, and trust clients while growing into wealth management and advisory services. The role emphasizes... ...client interaction and proactive tax planning. You will prepare returns, assist with...Tax
- Winston Staffing is seeking an experienced Tax Supervisor to oversee tax return preparation for multiple clients. You will delegate projects to staff, review filings for accuracy, and ensure compliance with IRS regulations. The ideal candidate has a CPA license, a bachelor...SeniorTax
- ...role that offers exposure to many types of businesses and tax situations, allowing you to develop a well rounded... ...clients, gaining meaningful experience across compliance, planning, and advisory work. As a Tax Senior, you will prepare and review a range of returns while...SeniorTax
- ...Senior Accountant 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...SeniorTaxSummer workFlexible hours
KRS CPAs LLC
Paramus, NJ2 days 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
KRS CPAs LLC
Paramus, NJ3 days ago - ...financial statements, identify reconciling entries and accrual adjustments, and finalize financials with senior property management. Assist with the year-end audit and tax return process by working closely with external auditors to provide financial information and review...SeniorTaxWork at office
- ...Description Job Description We are seeking an experienced Senior Tax Accountant with an active CPA license to join our... ...with client relationship management, proactive tax planning, and exposure to financial and wealth advisory services. Our office is located in...SeniorTaxWork at office
AlphaHire
Hackensack, NJ15 days ago $85k - $100k
...Senior Accountant for BMSVornado Realty Trust (NYSE: VNO) is an equity Real Estate Investment Trust (REIT) with over 30 million square... ...subsidiary ledgers.Assist in the preparation and filing of sales tax and other regulatory reports.Collaborate with operations and management...SeniorTaxWork at officeRelocationVNO-NCW
Paramus, NJ5 days ago- ...Description Job Description We are hiring a Tax CPA to support individual, small-business... ...clients while growing into a broader wealth management and financial advisory role.... ...will prepare tax returns, identify planning opportunities, support year-round tax projections...TaxWork at officeAfternoon shift
AlphaHire
Oradell, NJ15 days ago - ...Summary: Reporting to the Vice President – Investor Services, the Senior Associate will be an integral part of the team’s success. ESSENTIAL... ...Services. Contact investors whom are outstanding AML / Tax requirements REQUIREMENTS To perform this job successfully...SeniorTax
Waystone
Fair Lawn, NJ19 days ago - ...opportunity to move beyond traditional tax compliance by working closely with clients on tax planning, estate planning, retirement planning, and long-term wealth management strategies. The ideal... ...communication. Collaborate with senior tax professionals on complex tax,...TaxLocal area
AlphaHire
Oradell, NJ8 days ago $80k - $100k
...Senior Accountant – Public Accounting | Growing Firm | Hybrid This Jobot Job is hosted by: Tammy Rivera Salary: $80,000 - $100,000 per... ...Accountant to support a broad range of client services, including tax, assurance, and advisory work. This role offers hands-on...SeniorTaxLocal areaJobot
Paramus, NJ1 day 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 area$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...individual clients. Our scope of services includes tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and...SeniorTaxImmediate startFlexible hoursWeaver
Little Falls, NJ4 days ago$15.08k - $60k
...does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check. Minimum Successful 1... ...Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave/Caregiver...SeniorTaxNewRez LLC
Ridgewood, NJ2 days 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 hours- ...estates. This role is ideal for a tax professional who wants to expand... ...compliance and build expertise in tax planning, estate planning, retirement planning, and wealth management. Working alongside... ...communication. Collaborate with senior tax professionals on complex tax...TaxLocal area
- ...Senior Accountant 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...SeniorTaxSummer workFlexible 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, NJ3 days ago- ...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 placement
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