Sr. Tax Advisor; CPA)

Job Title:

Senior Tax Advisor (CPA)

Location:

Hamilton, New Jersey (Mercer County)

Type:
Direct Hire

Compensation: $110,000 – $165,000 annually

Work Model: 100% Onsite

Hours:

Monday – Friday, 8:00 AM – 5:00 PM

Responsibilities:

• Prepare and review complex federal and state income tax returns for individuals and business entities, including Forms 1040, 1065, 1120, and 1120-S, along with supporting schedules.

• Ensure accuracy, compliance, and timely filing of tax returns while identifying potential tax-saving opportunities.

• Provide technical guidance on complex individual, corporate, and partnership tax matters.

• Develop and implement proactive tax planning strategies for individuals, business owners, partnerships, and corporations.

• Advise clients on tax implications related to business operations, financial decisions, entity structures, and long‑term planning.

• Identify opportunities to minimize tax liabilities while maintaining compliance with applicable federal and state regulations.

• Serve as a trusted resource for clients seeking ongoing tax and financial guidance.

• Review client financial statements, general ledgers, and accounting records to ensure accuracy and completeness.

• Analyze and adjust internally or externally prepared accounting records when necessary.

• Provide bookkeeping oversight and accounting guidance to help clients maintain accurate financial records and effective reporting practices.

• Assist business clients with financial analysis, accounting processes, and operational financial questions.

• Maintain and develop strong relationships with an established portfolio of individual and business clients.

• Communicate regularly with clients through phone, email, and video conferencing to address tax matters, provide guidance, and discuss financial strategies.

• Proactively identify client needs and recommend additional tax, accounting, and advisory services.

• Explain complex tax and accounting matters in a clear, practical, and approachable manner.

• Respond to and resolve IRS and state tax notices, inquiries, and compliance matters.

• Represent clients in federal and state income tax audits and applicable State Department of Labor audits.

• Research and resolve complex tax discrepancies, assessments, and filing issues.

• Stay current on federal and state tax legislation, regulatory changes, and industry developments.

• Collaborate with accounting professionals and support staff on complex tax and accounting engagements.

• Provide technical guidance and mentorship to junior accounting and tax professionals as needed.

• Help improve internal tax preparation, review, accounting, and client service processes.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.

• Active CPA license strongly preferred; candidates with significant public accounting experience and a CPA‑track background may be considered.

• 6+ years of public accounting experience, with substantial experience in individual and business taxation.

• Extensive knowledge of individual, corporate, and partnership tax preparation, planning, and consulting.

• Demonstrated experience preparing and reviewing Forms 1040, 1065, 1120, and 1120-S.

• Experience advising business owners and individual clients on tax planning, accounting, and financial matters.

• Strong working knowledge of Quick Books Desktop and Quick Books Online.

• Proficiency in Microsoft Office Suite; experience with Ultra Tax CS is a plus.

• Experience handling IRS and state tax notices, audits, and tax resolution matters.

• Excellent analytical, organizational, communication, and client relationship management skills.

• Ability to independently manage multiple client engagements, prioritize deadlines, and maintain high-quality work.

• System One, and its subsidiaries including Mountain Ltd., are leaders in…