Senior Tax Advisor CPA — Strategic Tax & Wealth Planning

System One, Inc.; Hammonton (NJ); On-site; USD 110,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) retirement plan

Comprehensive benefits package

Job summary

System One, Inc. in Hammonton, New Jersey is seeking a CPA (Sr. Tax Advisor) to join our onsite team on a direct hire basis.

You will prepare and review individual, business, and fiduciary returns, and provide year-round tax planning for a diverse client base. Responsibilities include advising on entity selection, structuring, and tax planning, researching federal/state regulations, and handling notices and audits. A CPA with 6+ years of experience is preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license preferred; substantial progress toward CPA licensure may be considered.
• 6+ years of public accounting experience at a small or midsize CPA firm.
• Experience preparing and reviewing individual, S corp, partnership/LLC, and corporate tax returns.
• Knowledge of federal/state tax regulations, planning, and business advisory services.
• Experience with business owners, executives, individuals, and high-net-worth clients.
• Proficiency with QuickBooks Desktop/Online and Microsoft Office.

Responsibilities

• Prepare and review individual, business, and fiduciary tax returns with accuracy and timeliness.
• Advise on tax strategies, deductions, credits, entity selection, and structuring.
• Provide year-round tax planning, forecasting, and consulting for diverse clients.
• Research federal/state tax regulations and communicate impacts to clients.
• Handle IRS/state notices, audits, and resolution matters.
• Review client financial statements, ledgers, and reconciliations; prepare adjusting entries.
• Oversee bookkeeping and accounting services, including QuickBooks Desktop/Online.
• Assist with financial reporting, cash flow analysis, budgeting, and performance.
• Advise on entity selection, formation, financial management, and succession planning.
• Support transactions, M&As, financial analysis, and other advisory engagements.
• Mentor junior staff and expand client relationships with additional services.
• Collaborate with financial/legal professionals for specialized services.

Skills

Tax planning

Financial analysis

Mentoring staff

Client advisory

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks Desktop

QuickBooks Online

Microsoft Office

UltraTax

Job description

System One, Inc. in Hammonton, New Jersey is seeking a CPA (Sr. Tax Advisor) to join our onsite team on a direct hire basis.

You will prepare and review individual, business, and fiduciary returns, and provide year-round tax planning for a diverse client base. Responsibilities include advising on entity selection, structuring, and tax planning, researching federal/state regulations, and handling notices and audits. A CPA with 6+ years of experience is preferred.