HNW Tax Associate - Hybrid

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.

• Compilation of monthly transactions, data entry using Quick Books 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

• 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 Quick Books