Senior Tax Accountant

Senior Tax Accountant
Location: Morganville, New Jersey
Type: Full-time

About Us:

VFG Advisory LLC is not your typical accounting firm. For over 20 years, we’ve built our reputation on being trusted advisors to privately held businesses, high-net-worth individuals, and nonprofit organizations. We’re more than just tax and audit professionals, we are strategic partners committed to helping clients grow, protect, and transition their wealth and business interests.

Our mission is simple: deliver exceptional accounting and advisory services with integrity, insight, and innovation. We believe in building long-term relationships grounded in trust and tailored solutions. As a firm, we foster a collaborative, inclusive environment where professionals can grow their careers while making a real impact both in our clients’ lives and in our community.

We value initiative, transparency, and professional excellence. Whether guiding clients through complex tax strategies or mentoring the next generation of CPAs, we approach every challenge with a solutions-first mindset.

Role Overview:

The Senior Tax Accountant serves as a trusted advisor to clients while managing complex tax engagements and contributing to the firm’s growth. This role requires strong technical expertise in tax compliance and planning, the ability to mentor junior staff, and a focus on delivering proactive, value-added client service.

Key Responsibilities:

· Prepare and review complex corporate tax returns (1065, 1120, 1120S) and high-net-worth individual returns (1040).

· Provide advanced tax planning strategies using BNA, CCH, or similar platforms to optimize client outcomes.

· Lead and review monthly, quarterly, and annual book closings to ensure accuracy and compliance.

· Apply expertise in trust and estate planning, including estate, trust, and gift tax compliance, individual income tax, and foreign financial reporting.

· Utilize and guide others in tax preparation software (CCH ProSystem Fx preferred) to streamline efficiency.

· Mentor and support staff accountants by reviewing work, providing feedback, and fostering professional development.

· Collaborate with partners and managers to deliver seamless client service and cross-functional solutions.

· Act as a primary point of contact for assigned clients, strengthening relationships and ensuring satisfaction.

· Participate in business development efforts by representing the firm at client meetings and networking opportunities.

· Demonstrate leadership by modeling a positive, solution-oriented approach with clients and colleagues.

Qualifications:

· Bachelor’s degree in Accounting required.

· CPA license strongly preferred.

· Minimum 4–5 years of experience in public accounting, with exposure to both individual and corporate taxation.

· Strong technical expertise in tax compliance, planning, and accounting.

· Proficiency in Microsoft Office Suite; experience with QuickBooks and tax software (CCH ProSystem Fx, CCH Planner, BNA, PPC) preferred.

· Excellent communication skills with the ability to explain complex tax concepts clearly to clients and staff.

· Proven track record of managing client relationships and mentoring junior staff.

· Ability to work independently and manage multiple priorities while meeting deadlines.

· Willingness to work additional hours as needed to meet client deliverables.

At VFG Advisory LLC, we value your expertise and welcome your perspective. We’re growing and there’s a place here for you to grow, too.

Salary commensurate with experience and qualifications.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Experience:

• public accounting: 3 years (Required)

Ability to Commute:

• Morganville, NJ 07751 (Required)

Work Location: In person

Salary : $80,000 - $100,000