Tax Planning and Accounting Specialist
3 weeks ago
Job Title: Tax Planning and Accounting Specialist
About Us:
We are a rapidly growing financial advisory firm with a dedicated team of professionals committed to providing exceptional services to our clients. Our firm is seeking a highly skilled Tax Planning and Accounting Specialist to join our team.
Job Overview:
This role involves managing financial accounts, filing taxes, and collaborating with advisors and legal teams to provide comprehensive financial, wealth, tax, and retirement planning services to individual, family, and small business clients throughout New Jersey.
Key Responsibilities:
- Manage financial accounts and file taxes for clients.
- Collaborate with financial advisors and estate attorneys to plan, guide, and invest year over year.
- Provide a range of accounting services typical of a CPA.
- Report directly to the CEO and participate in some firm accounting projects.
Requirements:
- CPA with 3-5+ years of experience.
- Background in CPA firms or small to mid-sized financial firms.
- Experience in financial accounting, tax reporting/planning, and filing for clients.
Salary:
$80,000 - $100,000 per year (based on experience)
Benefits:
- Full biweekly paid salary.
- Benefits, bonuses, and insurance provided.
Interview Process:
- 3-step interview process, organized and straightforward.
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