Sr. Tax Advisor (CPA)

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

Benefits offered by this job

Health and welfare benefits

401(k) plan

Job summary

System One, Inc. is seeking a Senior Tax Advisor (CPA) to join our onsite team in Hamilton, New Jersey. You will prepare and review complex federal and state returns for individuals and entities, provide guidance on intricate tax matters, and develop proactive tax planning strategies for diverse clients.

This role requires CPA licensure, 6+ years in public accounting, and strong client relations. You will work onsite Monday–Friday, 8:00 AM–5:00 PM, collaborating with staff to ensure precise

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license strongly preferred; 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.
• Strong working knowledge of QuickBooks Desktop and QuickBooks Online.
• Proficiency in Microsoft Office Suite; UltraTax CS experience is a plus.
• Experience handling IRS and state tax notices, audits, and tax resolution matters.
• Excellent analytical, organizational, communication, and client relationship management skills.

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.
• 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, entity structures, and long-term planning.
• Identify opportunities to minimize tax liabilities while maintaining compliance with applicable federal and state regulations.
• Review client financial statements, general ledgers, and accounting records to ensure accuracy and completeness.
• Communicate regularly with clients through phone, email, and video conferencing to address tax matters, provide guidance, and discuss financial strategies.
• Respond to and resolve IRS and state tax notices, inquiries, and compliance matters.
• Collaborate with accounting professionals and support staff on complex tax engagements.
• Provide technical guidance and mentorship to junior accounting and tax professionals as needed.

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.