Senior Accountant/Tax Accountant

Weinberg Lieberman & Co; Fairfield Township (NJ); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Disability insurance

Health insurance

Health savings account

Vision insurance

Mileage reimbursement

Paid time off

Professional development assistance

Travel reimbursement

Job summary

Weinberg Lieberman & Co, a growing North Jersey accounting firm, seeks a seasoned CPA with 10+ years in public accounting to join the high-net-worth and SMB practice. Relocation or commute is required to Fairfield, NJ, with offsite client work and travel as needed.

The role involves preparing complex tax returns, managing client relationships, and supervising staff, with a full-time Mon-Fri schedule and competitive compensation including a signing bonus.

Qualifications

• CPA license with 10+ years in public accounting, preferably in mid-size firms.
• Proficiency with QuickBooks Online/Desktop and UltraTax.
• Strong communication, analytical and time-management skills.
• Willingness to travel to client sites and manage client relationships.

Responsibilities

• Lead senior accounting engagements for high-net-worth individuals and SMBs.
• Prepare and review tax returns (1065, 1120S, 1120) and K-1s; manage partner/shareholder basis.
• Prepare high-net-worth individual tax returns and estate/gift tax planning.
• Supervise staff, communicate with clients, and support adjustments in client systems.
• Occasional offsite work at client locations.

Skills

Verbal & written communication

Analytical skills

Time management

Travel willingness

Client relationship management

Education

Master’s degree in accounting or taxation

Active CPA license

Tools

QuickBooks Online

QuickBooks Desktop

UltraTax

MS Office

Job description

This position is located in Fairfield, NJ. Relocation or commute is required.

Successful and growing mid-sized North Jersey peer-reviewed accounting firm looking for highly motivated individuals to join our high-net worth and small to medium sized business accounting practice.

Pay: $100,000.00 per year$5,000-$10,000 signing bonus

Job Type

Full-time, Monday-Friday

Experience

Public Accounting: 10 years (preferred)

Responsibilities

• Applicants should be highly motivated senior level career-oriented accountants with 10 or more years of broad accounting experience.
• Proficiency in using QuickBooks Online and QuickBooks desktop versions. QuickBooks Pro Advisor a plus.
• Must be proficient in preparing all business tax returns including 1065, 1120S, and 1120 tax returns, including the ability to track partner and shareholder’s basis.
• Proficient in preparing high-net worth individual tax returns including inputting complex K-1 forms.
• Understanding and knowledge of sales tax and payroll tax returns, and basic nexus standards.
• Preparation and review of high net worth individual and small to medium size business tax returns
• Knowledge in gift, estate and tax-exempt entities a plus
• Professionally manage all aspects of the client relationship
• Prepare financial statements and assist in providing necessary adjustments to clients accounting systems.
• Client communication and supervising firm staff
• Offsite work at the client’s location

Other Requirements

• Active CPA License with 10+ years of small to mid-size firm experience
• Excellent verbal and written communication skills
• Strong analytical and time management skills
• Willingness to travel to clients
• Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products
• Master’s degree in accounting or taxation is a strong plus

Benefits

• 401(k)
• Continuing education credits
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Mileage reimbursement
• Paid time off
• Professional development assistance
• Travel reimbursement
• Vision insurance