Senior Tax Accountant / CPA
On-siteHackensack, New Jersey, United States
Job Summary
Meet with clients to conduct tax-preparation interviews and deliver year-round accounting, tax, and consulting services. Prepare and review individual, partnership, corporate, fiduciary, and estate tax returns, including Forms 1040, 1065, 1120, and Form 706. Research technical tax issues, identify planning opportunities, and coordinate strategies with financial advisors. Assist with trust and estate engagements while participating in retirement and financial-planning meetings. Build long-term client relationships and support business-development initiatives. Train and mentor junior accounting staff when appropriate.
Required Qualifications
- Active CPA license
- Bachelor's degree in accounting or a related field
- Three or more years of public-accounting experience
- Strong experience preparing individual tax returns
- Small-business and partnership tax experience
- Strong analytical, research, and critical-thinking abilities
- Excellent written and verbal communication
- Professional and confident client presence
- Highly organized and able to self-manage
- Strong work ethic and attention to detail
- On-site position located in Oradell, NJ, near Hackensack
Desired Qualifications
- Fiduciary, estate, or trust tax experience
- Lacerte experience
- QuickBooks and Microsoft Excel proficiency
- Additional professional credentials, including the CFP
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