HNW Tax Associate

2 weeks ago

Tinton Falls, United States WatsonBarron Group Full time

HNW Tax Accountant Salary: DOE $90K-110K plus incentives Location: Monmouth County Hybrid - Work from home capabilities Successful, well-established CPA firm seeks motivated candidate with 3+ years of tax preparation experience to join growing practice. Top candidates with exceptional communication skills and client service-oriented professionalism will be considered. Long-term partner track career progression. MAIN DUTIES & RESPONSIBILITIES Compilation of monthly transactions, data entry using QuickBooks and preparation of monthly financial statements Preparation of tax returns (individual, corporate, partnership and fiduciary) for high net worth (HNW) clients and their business interests Build long term relationships with clients, assisting them with tax needs as well as business advising Involvement with all aspects of professional service from the intake, client meetings, preparation, and engagement management What You Will Need Education: BS in Accounting Certifications: CPA, parts passed or planning to pursue. EA designation. 3 to 15 years of tax preparation experience High attention to detail Excellent communication skills with the ability to develop and maintain excellent client relationships Technical skills with MS Office applications such as Excel, Word, and Outlook; Tax software experience such as Lacerte; Bookkeeping software such as QuickBooks #J-18808-Ljbffr

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