Tax & Client Accounting Services CPA

Whitman Advisory Job Community; Oradell (NJ); On-site; USD 95,000 - 130,000; Full time

Job summary

Whitman Advisory Job Community is seeking a dedicated Tax & Client Accounting Services CPA to join its growing CPA firm. The role blends tax, accounting, and client service across partnership, corporate, fiduciary, and individual engagements, supporting year-round client accounting and advisory services.

The ideal candidate will prepare and review tax returns, identify tax planning opportunities, and assist with client accounting engagements while collaborating with managers and partners on tax

Qualifications

• Bachelor's degree in Accounting or related field is required.
• Active CPA license is required.
• At least 3 years of public accounting experience.
• Master's degree in Taxation, Accounting, or MBA is a plus.
• Experience preparing partnership, corporate, fiduciary, and individual tax returns.
• Proficiency with Lacerte, QuickBooks, and Microsoft Office, particularly Excel.

Responsibilities

• Prepare and review partnership, corporate, fiduciary, and individual tax returns.

Skills

Analytical thinking

Critical thinking

Research skills

Communication skills

Leadership

Education

Bachelor's degree in Accounting

Active CPA license

Master's degree in Taxation/Accounting or MBA (plus)

Tools

Lacerte

QuickBooks

Microsoft Office

Job description

A growing and highly respected CPA firm is seeking a dedicated and motivated Tax & Client Accounting Services CPA to join its team.

This role is ideal for a public accounting professional who enjoys a well-rounded mix of tax, accounting, and client service responsibilities. The successful candidate will work across partnership, corporate, fiduciary, and individual tax engagements while supporting year-round client accounting and advisory services.

• Prepare and, when needed, review partnership, corporate, fiduciary, and individual tax returns.
• Identify and support tax planning opportunities for clients.
• Assist with client accounting and tax engagements, helping deliver year-round accounting and tax services.
• Work closely with managers and partners on tax research and technical client matters.
• Provide high-quality accounting, tax, and consulting services while building and maintaining strong client relationships.
• Assist in training and mentoring staff members.
• Support the delivery of accurate, timely, and client-focused services across multiple engagements.
• Collaborate with team members to address client needs and identify opportunities for improved service.

Qualifications

• Bachelor's degree in Accounting or a related field.
• Active CPA license required.
• At least 3 years of public accounting experience.
• A Master's degree in Taxation, Accounting, or an MBA is a plus.
• Experience preparing partnership, corporate, fiduciary, and individual tax returns.
• Proficiency with Lacerte, QuickBooks, and Microsoft Office, particularly Excel.
• Strong analytical, critical-thinking, and research skills.

Ideal Candidate

The ideal candidate is a motivated, growth-oriented CPA with a strong public accounting foundation and an entrepreneurial mindset. This individual should be comfortable working independently while also collaborating with managers, partners, staff, and clients.

Strong communication, leadership, attention to detail, and a commitment to delivering high-quality client service are essential for success in this role.