Senior Tax & Wealth Planner — Growth & Partnership Path
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 CPA and 4+ years of related experience, with exposure to wealth management and advisory services. You will supervise junior staff, interface with clients and tax officials, and collaborate with the wealth management team to provide comprehensive financial guidance. #J-18808-Ljbffr The Alta Group
- 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... .... You will prepare returns, assist with partnerships and estates, and collaborate with...PartnershipTax
- ...Senior Tax Accountant Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that... ...and planning with a robust wealth management practice,... ...awareness and drive practice growth. What you can expect: The...PartnershipSeniorTaxLocal area
- ...Description We are hiring a Tax CPA to support individual, small... ...while growing into a broader wealth management and financial... ...Prepare small-business and partnership tax returns, including Forms... ...experienced financial advisors Growth path beyond tax preparation into advisory...PartnershipTaxWork at officeAfternoon shift
- ...business owners, partnerships, trusts, and estates... ...traditional tax compliance by working... ...planning, and long-term wealth management... ...collaborative and growth-oriented environment... ...Collaborate with senior tax professionals... ...relationships. ~ Clear path for career growth...PartnershipTaxLocal area
- ...many types of businesses and tax situations, allowing you to... ...includes closely held businesses, partnerships, corporations, and high net... ...and advisory work. As a Tax Senior, you will prepare and review... ...of clients, and a clear path for growth within a collaborative team....PartnershipSeniorTax
- ...business owners, partnerships, trusts, and estates... ...is ideal for a tax professional who wants... ...planning, and wealth management. Working... ...for professional growth. Responsibilities... ...Collaborate with senior tax professionals... ...opportunities. Clear path for career...PartnershipTaxLocal area
- ...Senior Accountant KRS CPAs, LLC is a growing CPA... ...client services including tax preparation, tax... ...Preparation and review of partnership, corporate, fiduciary,... ...for management career path ~3+ years of CPA firm... ...assignments Career growth opportunities and mentorship...PartnershipSeniorTaxSummer workFlexible hours
- ...families sustain wealth over multiple generations... ...support to our planners, and actively... ...ongoing professional growth, and interested in... ...defined career path. With mentorship from... ...a path to partnership. General Responsibilities... ...systems Support annual tax summary reporting...PartnershipTax
$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,... ..., marital status, domestic partnership or civil union status, familial status...PartnershipSeniorTaxFull timeTemporary workRemote workFlexible hours$160k - $190k
...Senior Tax ManagerOradell, NJModera Wealth Management is an independent, fee-only firm that strives to make a... ..., and not a firm of advisors. Our growth has been driven by a desire to give... ...of complex individual, fiduciary, partnership and corporate tax returns, with a...PartnershipSeniorTaxFull timeTemporary workWork at officeLocal areaRemote work- ...Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending... ...financial statements, tax returns, fund structures, and... ...supporting portfolio quality, revenue growth, and profitability objectives.... ...credit, hedge funds, limited partnership interests, carried interests...PartnershipTaxFull timeWork experience placement
- ...Senior Associate Accountant - Tax Prager Metis is committed to the highest standards... ...talents and work in partnership with a team of accomplished... ...collaboration to support career path choices. At Prager Metis,... ...offers excellent career growth opportunities and mobility...PartnershipSeniorTaxSummer workSeasonal workRemote workWork from home
- ...Senior Tax AccountantWe are seeking an experienced and detail-oriented Senior Tax Accountant... ...preparing tax returns for individuals, partnerships, S corporations, and other pass-through... ...for professional growth, learning, and development including access...PartnershipSeniorTaxTemporary workLocal area
- ...We are seeking an experienced Senior Tax Accountant with an active CPA... ...exposure to financial and wealth advisory services. Our office... ...tax returns Prepare partnership, corporate, fiduciary, and estate... ...focused on long-term career growth. Please note: This is an on...PartnershipSeniorTaxWork at office
- ...seeking a dynamic, client-facing Senior Tax Manager / Tax Director to... ...met, and support the continued growth and expansion of the tax... ...exposure (business-owner clients, partnerships, S-corps, pass-through entiti... ....Growth & Up side: A clear path to long-term leadership, offering...PartnershipSeniorTaxLocal area
$725 per month
...continuing education for knowledge growth, and customized tools... ...and recent sales experience. Senior Living experience preferredStrong... ...of passion, courage, partnership and trust drive everything we... ...up to $725, less applicable taxes and withholding, for qualified...PartnershipSeniorTaxHourly payFull timeTemporary workPart timeWork at officeLocal areaFlexible hours- The Alta Group seeks a driven Senior Tax Accountant to join our growing practice in Paramus, NJ. You will lead tax compliance and planning... ..., build lasting client relationships, and collaborate with our wealth management and planning teams to deliver comprehensive strategy...SeniorTax
- Current, a rapidly growing national accounting platform, is hiring a Senior Tax Accountant for our Glen Rock, NJ network firm. You will prepare... ...preferred or actively pursuing certification, with a commitment to client service and professional growth. #J-18808-Ljbffr CurrentSeniorTax
$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates... ...on emerging issues, regulatory and tax changes, and advises clients on appropriate... ...Analyst) and/or CFP (Certified Financial Planner) certificationProven experience working with...SeniorTaxFull timeWork experience placementWork at office- ...will assess performance, lead cross-functional teams with franchisors, and implement initiatives to enhance traveler experiences and growth. This role demands strategic oversight and strong stakeholder management. Experience in multi-state QSR environments, exceptional...PartnershipSenior
$80k - $100k
Senior Accountant - Public Accounting | Growing Firm | Hybrid This... ...environment that values long-term growth and employee well-being. The... ...of client services, including tax, assurance, and advisory work.... ...Key Responsibilities Prepare partnership, corporate, fiduciary, and individual...PartnershipSeniorTaxLocal area- 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
$80k - $140k
...Client Manager focused on Wealth Management clients, you... ..., retention, and growth by ensuring the effective... ...working closely with client senior leaders to ensure... ...and strong, long-term partnerships. Client Managers serve... ...eligibility for certain tax advantaged savings plans...PartnershipTaxFull timeTemporary workFlexible hours- ...public accounting firm, is looking for a Tax Senior Manager or Director to take ownership of... ...tax returns, including individual, partnership, and corporate filings. Provide proactive... ...research capabilities. Why Work Here: Path to partnership in 2-3 years. Collaborative...PartnershipSeniorTax
$125k - $226.25k
...Services is a strategic growth area, and we are... ...capabilities that support our wealth clients, relationship... ...collaborative role with senior visibility across Wealth... ...for certain tax advantaged savings plans... ...marital status, domestic partnership or civil union status,...PartnershipTaxFull timeTemporary workWork at officeFlexible hours3 days per week$90k - $157.5k
Who We AreState Street’s Wealth Custody & Clearing (WC&... ...SummaryThis role is a senior individual contributor... ...resiliency, and negative path testing concepts Strong... ...for certain tax advantaged savings plans... ...marital status, domestic partnership or civil union status,...PartnershipTaxFull timeContract workTemporary workFlexible hours- ...We are looking to recruit a Senior Tax Manager to spearhead complex client engagements, enhance... ...business development, and support the growth of our New Jersey practice. This role... ...provides a clear trajectory toward partnership within an expanding national accounting...PartnershipSeniorTax
- ...Jersey that is investing heavily in its tax practice and looking to add a Senior Tax Accountant to its team. This is... ...client base, and have a clear path for career progression. What You'll... ...state tax returns for individuals, partnerships, S Corporations, and C Corporations...PartnershipSeniorTax
$90k - $157.5k
...looking forState Street’s Wealth Custody & Clearing... ...engineers with experience in senior backend development,... ...Clearing, a strategic growth initiative focused on building... ...for certain tax advantaged savings plans... ...marital status, domestic partnership or civil union status,...PartnershipTaxFull timeTemporary workFlexible hours- ...seeking an experienced, client-focused, and detail-oriented Senior Tax Accountant to join our growing tax practice. This role will be... ...preparing federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and nonprofit organizations, while...PartnershipSeniorTaxLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax & Wealth Planner — Growth & Partnership Path. Be the first to apply!
- medical equipment planner Paramus, NJ
- senior manager legal Paramus, NJ
- senior commercial counsel Paramus, NJ
- senior manager tax Paramus, NJ
- senior construction accountant Paramus, NJ
- senior implementation project manager Paramus, NJ
- senior level Paramus, NJ
- sr. financial reporting accountant Paramus, NJ
- senior activities Paramus, NJ
- international tax senior Paramus, NJ


