Senior Tax Accountant $90k-$120k

Whitman Advisory is partnering with a growing and modern CPA firm in Monmouth County, New Jersey, to hire a motivated and detail-oriented Senior Tax Accountant for a full-time position.

This individual should be technically strong, professional, organized, client-focused, and eager to grow within a collaborative and forward-thinking firm.

This is an excellent opportunity for an accounting professional seeking exposure to a diverse range of tax and accounting engagements while working within a supportive team environment.

Responsibilities

• Prepare individual, business, and fiduciary tax returns.
• Assist with bookkeeping, accounting, and financial statement engagements.
• Work directly with clients to gather information, answer questions, and resolve outstanding matters.
• Review financial data and maintain complete and accurate accounting records.
• Assist with tax planning, projections, and compliance projects.
• Support partners and senior team members during tax season and throughout the year.
• Manage multiple client engagements and ensure deadlines are met.
• Identify discrepancies, research accounting and tax matters, and communicate findings to senior team members.
• Maintain professionalism and confidentiality when handling client information.

Qualifications

• Bachelor’s degree in Accounting or a related field preferred.
• Three to five years of experience working within a CPA or public accounting firm required.
• Hands-on UltraTax experience required.
• Experience preparing individual, business, and fiduciary tax returns.
• Experience with QuickBooks or QuickBooks Online preferred.
• CPA, EA, or progress toward obtaining a professional certification is a plus.
• Strong organizational, analytical, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to work independently while collaborating effectively with partners and team members.
• Professional and client-service-oriented approach.

Compensation and Benefits

• Paid overtime at time and a half during tax season, with an average of approximately 15 overtime hours per week.
• SIMPLE IRA retirement plan with a 3% company match.
• Health insurance contribution of $400 per month.
• 120 hours of paid time off during the first year, increasing to 160 hours annually from years two through ten.
• New-client incentive plan: Employees receive a bonus equal to 20% of collections from any new clients they bring to the firm.
• Professional growth and advancement opportunities.
• Supportive and collaborative team environment.
• Exposure to a diverse client base and variety of engagements.
• Modern technology, software, and accounting systems.
• A firm culture that values professionalism, teamwork, accountability, and strong client relationships.