Financial Advisory Tax Lead

1 week ago


MoorestownLenola, New Jersey, United States Jobot Full time
Job Overview

We are a forward-thinking financial advisory and tax preparation firm headquartered in Moorestown, New Jersey. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.

About Us

We value flexibility and relationship-building, with a strong emphasis on our people driving everything we do. Our team is focused on delivering exceptional client service and fostering a culture of innovation and healthy living.

Why Choose Us?
  • Competitive base salary with bonus potential ($125,000 - $160,000 per year)
  • Comprehensive 401(k) plan with matching
  • Health benefits and a supportive working environment
Job Responsibilities
  • Tax Preparation and Review: Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.
  • Tax Planning and Projections: Determine tax projections, update financial planning software, and successfully initiate and conduct tax planning for clients.
  • Client Relationships: Build and maintain client relationships through proactive communication and exceptional service.
  • Technical Expertise: Research tax issues, provide technical advice, and develop your expertise through ongoing training and continuing education.
  • Team Leadership: Lead and mentor junior associates, contributing to the future development of the team.
Benefits
  • Opportunity to work in a fast-paced, collaborative environment
  • Chance to develop your expertise through ongoing training and continuing education

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