Senior Tax Accountant / CPA

We are seeking an experienced Senior Tax Accountant with an active CPA license to join our established accounting and financial advisory firm.

The successful candidate will work directly with individuals, families, small businesses, trusts, and estates. This role offers the opportunity to combine technical tax work with client relationship management, proactive tax planning, and exposure to financial and wealth advisory services.

Our office is located in Oradell, NJ, approximately a short commute from Hackensack.

Responsibilities

Meet with clients and conduct tax-preparation interviews

Prepare and, depending on experience, review individual tax returns

Prepare partnership, corporate, fiduciary, and estate tax returns

Handle Forms 1040, 1065, selected 1120 filings, and Form 706 matters

Prepare annual tax projections and planning recommendations

Research technical tax issues

Identify and execute tax-planning opportunities

Assist with trust and estate engagements

Participate in retirement, estate, and financial-planning meetings

Coordinate tax strategies with financial advisors

Deliver year-round accounting, tax, and consulting services

Build and maintain long-term client relationships

Support business-development initiatives

Train and mentor junior accounting staff when appropriate

Requirements

Active CPA license required

Bachelor’s degree in accounting or a related field

Three or more years of public-accounting experience preferred

Strong experience preparing individual tax returns

Small-business and partnership tax experience

Fiduciary, estate, or trust tax experience preferred

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

Lacerte experience is a plus

QuickBooks and Microsoft Excel proficiency preferred

Benefits

This position offers the opportunity to beyond traditional tax compliance into:

Year-round tax advisory

Estate and trust planning

Retirement planning

Financial-plan preparation and presentation

Wealth-management collaboration

Additional professional credentials, including the CFP

We offer competitive compensation, bonus opportunities, benefits, professional development, and a collaborative environment focused on long-term career growth.

Please note: This is an on-site position located in Oradell, NJ, near Hackensack.