Bachelor's degree in Accounting, Finance, or related field.
Active CPA license preferred; progress toward licensure may be considered.
6+ years of public accounting experience, ideally in a small to midsize CPA firm.
Extensive experience with individual, S Corporation, partnership/LLC, and corporate tax returns.
Strong knowledge of federal and state tax regulations and business advisory services.
Experience with high-net-worth clients and business owners.
Proficiency in QuickBooks and Microsoft Office Suite.
Responsibilities
Prepare and review individual, business, and fiduciary tax returns for accuracy and compliance.
Advise clients on tax strategies and business structuring to minimize liabilities.
Provide year-round tax planning and consulting for individuals and businesses.
Research tax regulations and communicate their implications to clients.
Handle IRS and state tax inquiries, audits, and resolutions.
Review financial statements and bookkeeping records, identifying discrepancies.
Oversee bookkeeping services and assist with financial reporting and cash flow analysis.
Benefits
Health and welfare benefits including medical, dental, and vision coverage.
401(k) plan participation.
Life insurance and voluntary plans available.
Flexible spending accounts offered.
Full Job Description
Job Title: CPA (Sr. Tax Advisor) Location: Hammonton, New Jersey Type: Direct Hire Compensation: $110,000 - $175,000 Nice benefits package! Work Model: Onsite in Hammonton, NJ (multi-office firm - ask about our other locations!)
Responsibilities:
Prepare and review individual, business, and fiduciary tax returns, ensuring accuracy, compliance, and timely filing.
Advise clients on tax strategies, deductions, credits, entity selection, and business structuring to minimize tax liabilities.
Provide year-round tax planning, forecasting, and consulting for individuals, business owners, and organizations.
Research and interpret federal and state tax regulations and communicate their impact to clients.
Handle IRS and state tax notices, inquiries, audits, and resolution matters.
Review client financial statements, bookkeeping records, general ledgers, and reconciliations; identify discrepancies and prepare necessary adjusting entries.
Oversee bookkeeping and accounting services, including QuickBooks Desktop and QuickBooks Online.
Assist clients with financial reporting, cash flow analysis, budgeting, and business performance.
Advise business owners on entity selection, business formation, financial management, and succession planning.
Support business transactions, mergers and acquisitions, financial analysis, and other advisory engagements.
Assist with outsourced CFO and financial management services as client needs arise.
Work with individuals and families on tax-efficient financial and retirement planning strategies.
Assist with estate and trust tax planning and wealth preservation strategies.
Identify opportunities to coordinate individual tax planning with retirement, estate, and long-term financial objectives.
Collaborate with appropriate financial and legal professionals when specialized services are required.
Develop and maintain ongoing relationships with an assigned portfolio of individual and business clients.
Serve as a primary point of contact for client accounting, tax, and advisory needs.
Communicate complex tax and financial matters in a clear, practical manner.
Manage multiple client engagements, deadlines, and priorities throughout the year.
Review work prepared by other accounting and tax staff, providing guidance and mentorship.
Identify opportunities to expand client relationships through additional accounting, tax, and advisory services.
Requirements:
Bachelor's degree in Accounting, Finance, or a related field.
Active CPA license preferred; substantial progress toward CPA licensure may be considered.
6+ years of public accounting experience, preferably within a small or midsize CPA firm.
Extensive experience preparing and reviewing individual, S Corporation, partnership/LLC, and corporate tax returns.
Demonstrated knowledge of federal and state tax regulations, tax planning, and business advisory services.
Experience working directly with business owners, executives, individuals, and high-net-worth clients.
Proficiency with QuickBooks Desktop, QuickBooks Online, and Microsoft Office Suite.
Experience with UltraTax or similar professional tax preparation software preferred.
Familiarity with bookkeeping, financial statement preparation and review, payroll, and business accounting.
Ability to independently manage client relationships, multiple engagements, and competing deadlines.
Excellent analytical, organizational, communication, and problem-solving skills.
Ability to mentor and review the work of junior accounting and tax professionals.
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.
