What are the responsibilities and job description for the Tax Accountant position at VALLEY NATIONAL GROUP?
Valley National Financial Advisors is a full-service wealth management firm providing integrated financial planning, investment management, and tax services to high-net-worth individuals, families, and business owners. Our collaborative, client-centered approach ensures a seamless experience across all aspects of our clients' financial lives.
Position Summary
The Tax Accountant supports the preparation of accurate and timely tax returns and assists with tax planning and compliance activities. This role works closely with senior tax professionals and wealth advisors to deliver high-quality service to clients. The ideal candidate is detail-oriented, organized, and eager to grow their expertise in a dynamic and team-based environment.
Key Responsibilities
- Prepare federal, state, and local tax returns for individuals, trusts, and small businesses
- Assist in gathering and organizing client tax documentation
- Support financial advisors with tax projections
- Monitor and track tax filings, payments, and deadlines
- Respond to basic client inquiries and support senior staff in complex situations
- Help identify opportunities for process improvement and workflow efficiency
- Maintain confidentiality and accuracy in all client records and communications
- Prepare Trust Accountings
- Prepare annual AML audit
Qualifications
- Bachelor's degree in Accounting or related field (required)
- CPA or EA or progress toward certification (required)
- 1–3 years of tax preparation experience, ideally in public accounting or financial services
- Familiarity with CCH Axcess Suite
- Proficient in Microsoft 365 Suite
- Strong organizational skills and attention to detail
- Effective written and verbal communication skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment