Senior Accountant

Job Title: Senior Accountant

Location: Oradell, New Jersey

Position Type: Full-Time

Salary: $100,000 - $120,000

About Them:

My client are a premier, rapidly growing investment and accounting firm based in Oradell, New Jersey. Recognized as one of Accounting Today's 2025 Top Firms by AUM, named among the Best Financial Advisory Firms by USA Today, and ranked #9 in the Nation by CNBC, their award-winning firm delivers integrated tax, wealth advisory, and financial planning solutions. They take pride in providing exceptional client service while fostering an inclusive, collaborative, and growth-oriented workplace culture.

The Role:

I am seeking a high-energy, growth-minded Certified Public Accountant (CPA) with strong interpersonal skills to join their team in a primary client-facing role. In this dynamic position, you will lead 1040 client interviews, prepare personal and small business tax returns, and conduct proactive tax planning projections. You will also collaborate directly with our financial wealth advisors to prepare financial plans, manage client relationships, and participate in or lead estate planning matters. For candidates eager to broaden their expertise, this position offers clear pathways for career advancement, including support for obtaining additional credentials such as the Certified Financial Planner (CFP) designation.

Key Responsibilities:

• Client Interaction & Tax Preparation: Conduct client interviews and prepare individual (1040) tax returns and small business returns (1065, 1120s).
• Tax Planning & Strategy: Formulate proactive, year-round tax planning projections and strategies for high-net-worth individual and business clients.
• Trust & Estate Matters: Work on estate plans and tax filings, including NJ-ITR, 1040, and 706 returns.
• Integrated Financial Planning: Collaborate with financial advisors to prepare client budgets, build comprehensive financial plans, and participate in retirement and estate meetings.
• Client Relationship Management: Maintain and deepen relationships with existing clients while identifying new business development opportunities.

Qualifications & Requirements:

• Certification: Active CPA designation required.
• Experience: 3 to 10 years of progressive tax and accounting experience.
• Technical Skills: Experience with Lacerte tax software is highly preferred. Versed in small business tax preparation (1065, 1120s) and personal tax (1040).
• Communication: Exceptional verbal, written, and interpersonal communication skills with strong client-facing presentation abilities.
• Work Ethic & Style: Highly organized, detail-oriented, efficient, and capable of self-managing tasks and deadlines.
  
  

What They Offer:

• Competitive Compensation: Generous base salary with bonus potential commensurate with experience.
• Comprehensive Benefits: Full health, retirement, and wellness benefits package.
• Professional Development: Clear opportunities to expand your career into holistic wealth planning, estate management, and support for additional credentials (CFP).
• Culture: A collaborative, award-winning team environment where individual contributions are recognized and valued.