Senior Tax & Wealth Planning Associate

The Alta Group; Paramus (NJ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Job summary

The Alta Group seeks a driven Tax Manager/Senior to lead business and personal income tax compliance and planning for a growing client base in New Jersey. The role requires CPA and 4+ years of related experience, with exposure to wealth management and advisory services.

You will supervise junior staff, interface with clients and tax officials, and collaborate with the wealth management team to provide comprehensive financial guidance.

Qualifications

• CPA required.
• 4+ years of business and personal income tax compliance and planning experience.
• Strong presentation and communication skills.
• Interest in wealth management and financial planning.

Responsibilities

• Develop relationships with firm clients as trusted tax adviser.
• Interview clients to understand tax and financial goals; collaborate with Financial Planning Team.
• Lead business and personal income tax compliance, strategy and planning for clients.
• Partner with wealth management to develop wealth strategies.

Skills

Tax planning

Client service

Interpersonal skills

Strong presentation

Education

CPA (Certified Public Accountant)

Bachelor's in Accounting

Job description

Tax Manager/Senior

www.thealtagrp.com

Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

• Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
• Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
• Lead business and personal income tax compliance, strategy and planning for clients.
• Partner with the firm’s wealth management team to develop and suggest wealth management strategies.
• Lead and develop junior team members.
• Lead communications with both clients, and federal (IRS), state and local tax officials.
• Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

• The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
• A cohesive, supportive team culture
• Tremendous career/professional growth potential, essentially unlimited earning potential
• An entrepreneurial environment with true partnership potential

What’s required:

4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.

A CPA is required

Strong presentation and communication skills

An desire to develop new relationships and help grow the firm

An interest in wealth management and financial planning