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
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 5 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
...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$50k - $70k
A fee-only wealth management firm is seeking an Administrative and Operations Associate to provide essential support to their Wealth Management and Personal Tax teams. Ideal candidates will have a Bachelor's degree, 2+ years of administrative experience, and strong organizational...Tax- Large Business And International(lb&i)What is Large Business and International(lb&i)? A description of the business units can be found at are to be filled in following area(s): Withholding Exchange and International Individual Compliance (WEIIC), Offshore Compliance Initiative...SeniorTax
US Government Jobs
Paramus, NJ2 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
- ...institution in New Jersey seeks a Financial Advisor to deliver comprehensive wealth management services. This role requires extensive client relationship management, a focus on goals-based financial planning, and strong business development skills. Candidates must hold FINRA...Senior
$160k - $190k
...Why work at Modera Wealth? Modera Wealth Management is an independent... ...comprehensive financial planning and intelligent investment... ...: We are looking for a Senior Tax Manager in Oradell, NJ that... ...impact pay for individual associates include: experience, skills,...SeniorTaxFull timeTemporary workWork at officeLocal areaRemote workModera Wealth Management
Oradell, NJ1 day ago- ...performs independent analyses of Area or nation-wide mission critical tax related operations.Independently studies complex problems facing... ...in meeting baselines or the degree to which program plans and achievements support strategic agency initiatives.Prepares final...SeniorTax
Treasury Department
Paramus, NJ2 days ago - 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
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Paramus, New Jersey. This role involves identifying and expanding relationships with affluent clients, anticipating their financial needs, and providing personalized solutions. Candidates should have...SeniorFull time- Jobot is seeking a Senior Accountant for a growing public accounting firm in the Paramus, NJ area. The role offers a hybrid schedule with responsibilities spanning tax, assurance, and advisory services, and opportunities to work closely with firm leadership. The ideal...SeniorTax
- A leading tax services firm in Glen Rock is seeking a Senior Tax Preparer responsible for preparing and reviewing complex tax returns. This role involves direct client interaction, tax planning, and mentoring junior staff. The ideal candidate will have over 5 years of tax...SeniorTaxFlexible hours
- ..., a rapidly growing national accounting platform, is hiring a Senior Tax Accountant for our Glen Rock, NJ network firm. You will prepare... ...state tax returns, analyze pass‑through entities, and provide planning recommendations to clients. The ideal candidate has 4+ years...SeniorTax
- ...Senior Associate - Investor ServicesWaystone is a leading asset-servicing solutions provider of institutional governance, administration, risk... ...Services.Contact investors whom are outstanding AML / Tax requirementsTo perform this job successfully, an individual must...SeniorTax
Waystone
Fair Lawn, NJ5 days ago - ...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, NJ5 days ago - ...Audit Senior KRS CPAs, LLC is a growing CPA firm located in Paramus, NJ seeking an 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...SeniorTaxSummer workFlexible hours
KRS CPAs LLC
Paramus, NJ5 days ago - ...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
Current USA
Glen Rock, NJ3 days ago - ...are seeking an experienced, client-focused, and detail-oriented Senior Tax Accountant to join our growing tax practice. This role will be... ...tax issues, performing tax research, assisting with tax planning projects, and collaborating with firm leadership to deliver practical...SeniorTaxLocal areaRemote work
Protouch Staffing
Midland Park, NJ16 hours 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- ...organization! Job Details A well-established, small public accounting firm is seeking a Senior Accountant to support a broad range of client services, including tax, assurance, and advisory work. This role offers hands-on exposure, client interaction, and the opportunity...SeniorTaxLocal area
Jobot
Paramus, NJ5 days ago $50k - $70k
...clients established Fee-Only Wealth Management and CPA Firm... ...and Operations Associate. This role offers exceptional... ...and Personal Tax teams. The ideal candidate... ...Benefits 401(k) retirement plan with potential profit-... ...development. Job Details Seniority level: Entry level...TaxFull timeInsite US
Oradell, NJ1 day 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. Utilize resources such as government websites, professional...SeniorTaxLocal areaIntuit
Paramus, NJ27 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$52k - $94.12k
...Senior AssociateA leader within the Private Equity and... ...customers.As a Senior Associate you will be responsible... ...client contacts, auditors, tax, lawyers and banking... ...insurance and savings plans among other perks. You'... ...match your needs. And our wealth of development programs...SeniorTaxFlexible hoursState Street Corporation
Clifton, NJ5 days ago$70k - $89k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown Square, PA; New York, NY;... ...Company Description: Pathstone is a growing wealth management firm serving ultra-high net... ...advisory, as well as integrated planning and coordination across key areas such...SeniorTaxInternshipWork at officeFlexible hoursPathStone
Englewood, NJ3 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$20 - $23.5 per hour
...Restaurant Senior Assistant Manager Base compensation: $20.00-$23.50 per hour Hours per... ...Time for fathers and adoptive parents ~ Pre-tax Flexible Spending, Commuter and Dependent Care benefits ~ Corporate wellness plan with ClassPass ~100% company-paid Short...SeniorTaxHourly payTemporary workFlexible hoursChopt Creative Salad Company
Paramus, NJ4 days ago$100k - $120k
Job Overview - Senior Tax Accountant Compensation: $100,000 - $120,000/year Location: Bergen County, NJ Schedule: Hybrid (3-4 Days In... ...Bergen County, NJ for our client, supporting tax compliance, tax planning, and advisory services within a growing public accounting...SeniorTaxWork at officeLocal 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
$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 hours- 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
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