Tax Advisor

Alliance Accounting Group; Long Valley (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Alliance Accounting Group is seeking a detail-oriented tax professional to join our team in New Jersey. The role focuses on preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and related forms.

Ideal candidates will have 3 years of tax and accounting experience, a degree in accounting, and strong communication skills to liaise with clients and authorities. Proficiency with QuickBooks and UltraTax is a plus, with opportunities for growth.

Qualifications

• Associate or bachelor’s degree in accounting.
• 3 years tax and accounting experience.
• Strong verbal and written communication.
• Ability to manage multiple assignments and deadlines.

Responsibilities

• Prepare and review federal, state, and local tax returns.
• Communicate with clients to gather tax information and answer questions.
• Advise on tax strategies to minimize obligations.
• Interface with IRS and state authorities to resolve notices.
• Review returns for corporations, partnerships, and individuals including forms 706/709/990/5500 as needed.
• Understand financial statements and year-end adjustments for taxable income.
• Research tax issues and document findings.
• Assist with client billing and participate in professional networking.

Skills

Tax experience

Communication skills

Project management

Time management

Education

Associate or Bachelor's degree in accounting

Tools

UltraTax

QuickBooks

Job description

Job Description

Job Description

Duties & Responsibilities

• Work directly with clients to ensure the timely completion of federal, state and local tax returns.
• Effectively communicate with clients, review their tax information, and respond to their questions and concerns.
• Discuss with clients’ tax strategies for reducing or minimizing obligations.
• Communicate with the IRS and/or state and local tax authorities and recommend appropriate actions to resolve tax-related notices.
• Prepare and/or review tax returns and work papers for corporations (S and C corps), partnerships, and individuals. Similar with other form series such as 706, 709, 990 and 5500 as necessary.
• Understanding of financial statements, business documents and supporting information to recommend the appropriate year-end adjustments to properly arrive at taxable income as part of the tax compliance process.
• Research tax issues and assist with tax planning matters by locating and assessing the relevant tax authorities. Write supporting technical memos as necessary to document the research.
• Strong written communication skills and be able to work with other professionals in a fun and rewarding team environment.
• Proficient use of applicable tax, accounting (such as Quickbooks) and support technology.
• Be involved as necessary in the client billing process to assist Managers and/or partners.
• Participate in professional and community organizations to build networking skills and develop valuable professional contacts.

Position Requirements

• Associate or bachelor’s degree in accounting or related field.
• 3 years of relevant tax and accounting experience (Ultra Tax experience helpful).
• Strong project execution skills necessary to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.