Sr. Tax Advisor (CPA)

System One, Inc.; Hamilton (NJ); On-site; USD 110,000 - 165,000; Full time

Job summary

System One, Inc. in Hamilton, New Jersey (Mercer County) is seeking a Senior Tax Advisor (CPA) for a direct hire, onsite position. The role focuses on preparing and reviewing complex federal and state tax returns for individuals and entities, while delivering proactive tax planning and client guidance.

The ideal candidate has 6+ years in public accounting, CPA preferred, and strong proficiency in QuickBooks and tax software. Excellent client service and leadership abilities are essential.

Qualifications

• Bachelor's degree in Accounting or Finance.
• Active CPA license strongly preferred; CPA-track acceptable.
• 6+ years of public accounting experience with strong individual and business taxation expertise.
• Experience preparing/reviewing Forms 1040, 1065, 1120, 1120-S.
• Experience advising business owners/individual clients on tax planning.
• Strong knowledge of QuickBooks and tax software.
• Excellent client management and communication skills.

Responsibilities

• Prepare and review complex federal and state income tax returns for individuals and entities.
• Ensure accuracy, compliance, and timely filing of tax returns; identify tax-saving opportunities.
• Provide technical guidance on complex tax matters for individuals, corporates, and partnerships.
• Develop and implement proactive tax planning strategies for clients.
• Advise clients on tax implications of business operations and entity structures.
• Respond to IRS/state notices and audits; resolve tax discrepancies.
• Maintain and grow relationships with an established client portfolio.
• Collaborate with colleagues on tax engagements and mentoring junior staff.

Skills

CPA license

Public accounting

Tax planning

Tax compliance

Client management

Analytical skills

Communication

Time management

Leadership/mentorship

Education

Bachelor's degree in Accounting/Finance

CPA license (preferred)

Tools

QuickBooks Desktop

QuickBooks Online

Microsoft Office

UltraTax CS

Job description

Job Title: Senior Tax Advisor (CPA)

Location: Hamilton, New Jersey (Mercer County)

Type: Direct Hire

Compensation: $110,000 – $165,000 annually

Work Model: 100% Onsite

Hours: Monday – Friday, 8:00 AM – 5:00 PM

Responsibilities:

• Prepare and review complex federal and state income tax returns for individuals and business entities, including Forms 1040, 1065, 1120, and 1120-S, along with supporting schedules.

• Ensure accuracy, compliance, and timely filing of tax returns while identifying potential tax-saving opportunities.

• Provide technical guidance on complex individual, corporate, and partnership tax matters.

• Develop and implement proactive tax planning strategies for individuals, business owners, partnerships, and corporations.

• Advise clients on tax implications related to business operations, financial decisions, entity structures, and long‑term planning.

• Identify opportunities to minimize tax liabilities while maintaining compliance with applicable federal and state regulations.

• Serve as a trusted resource for clients seeking ongoing tax and financial guidance.

• Review client financial statements, general ledgers, and accounting records to ensure accuracy and completeness.

• Analyze and adjust internally or externally prepared accounting records when necessary.

• Provide bookkeeping oversight and accounting guidance to help clients maintain accurate financial records and effective reporting practices.

• Assist business clients with financial analysis, accounting processes, and operational financial questions.

• Maintain and develop strong relationships with an established portfolio of individual and business clients.

• Communicate regularly with clients through phone, email, and video conferencing to address tax matters, provide guidance, and discuss financial strategies.

• Proactively identify client needs and recommend additional tax, accounting, and advisory services.

• Explain complex tax and accounting matters in a clear, practical, and approachable manner.

• Respond to and resolve IRS and state tax notices, inquiries, and compliance matters.

• Represent clients in federal and state income tax audits and applicable State Department of Labor audits.

• Research and resolve complex tax discrepancies, assessments, and filing issues.

• Stay current on federal and state tax legislation, regulatory changes, and industry developments.

• Collaborate with accounting professionals and support staff on complex tax and accounting engagements.

• Provide technical guidance and mentorship to junior accounting and tax professionals as needed.

• Help improve internal tax preparation, review, accounting, and client service processes.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.

• Active CPA license strongly preferred; candidates with significant public accounting experience and a CPA‑track background may be considered.

• 6+ years of public accounting experience, with substantial experience in individual and business taxation.

• Extensive knowledge of individual, corporate, and partnership tax preparation, planning, and consulting.

• Demonstrated experience preparing and reviewing Forms 1040, 1065, 1120, and 1120-S.

• Experience advising business owners and individual clients on tax planning, accounting, and financial matters.

• Strong working knowledge of QuickBooks Desktop and QuickBooks Online.

• Proficiency in Microsoft Office Suite; experience with UltraTax CS is a plus.

• Experience handling IRS and state tax notices, audits, and tax resolution matters.

• Excellent analytical, organizational, communication, and client relationship management skills.

• Ability to independently manage multiple client engagements, prioritize deadlines, and maintain high-quality work.

• System One, and its subsidiaries including Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

• System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

• #LI-

• Ref: #563-Joule Staffing - Toms River

System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.