Our client is a highly respected, award-winning investment and wealth advisory firm based in Bergen County, NJ, recognized as a top firm by AUM and ranked nationally for financial advisory services. We've been engaged to help them find a CPA focused on individual tax preparation to join their growing team. The Role This is a client-facing CPA position centered on 1040 client interviews and preparation, with room to grow into small business tax, estate planning, and financial advisory work. The successful candidate will meet directly with clients, prepare tax returns, and work alongside the firm's wealth advisors on estate planning matters. There is a clear path to expand into financial planning, with support for additional credentials such as the CFP. What You\'ll Do Meet with and prepare individual (1040) tax returns for existing clients Prepare small business tax returns (1065s, some 1120s) Work on estate plans and estate tax returns, including NJ-ITR, 1041, 706 Provide tax planning for clients throughout the year Support financial planning and client budgeting Participate in retirement and estate planning meetings Support financial advisors with tax planning Contribute to new business development What Our Client Is Looking For CPA designation (or well progressed through the exams, e.g., multiple sections passed on first attempt) Roughly 1-5 years of experience, ideally someone earlier in their career who\'s interested in growing into an advisory role Highly organized, efficient, and able to self-manage In-office role, with availability for some evenings and Saturdays during client meetings and tax season (Feb-Apr) Lacerte tax software experience a plus Excellent verbal and written communication skills Strong work ethic and a growth-oriented mindset Why This Role Our client offers a collaborative, inclusive culture, competitive salary, and genuine long-term growth potential, including a path toward financial advisory work and additional credentials. The firm is expanding its office space to support continued team growth. #J-18808-Ljbffr
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...hospitals and universities. The Role We are looking for a Business Development Representative to generate qualified pipeline for Avo's go-to-market... ...You Bring Required ~1-3 years of experience in a BDR, SDR, or inside sales role, ideally in B2B SaaS or...
...Python Developer Location: Houston, TX ( 3 days onsite 2 days remote) look for nearby Candidates only ( only w2 required) Must Have Skills: Python with. Net & Flask Django experience Job Description : Responsible for developing and delivering complex software...
DescriptionSynex Talent is seeking a Healthcare Data Analyst to join our team in Northborough. This full-time, remote position offers a fantastic opportunity to work at the intersection of healthcare and data analytics, supporting our clients in the staffing and recruiting...
...represent the MillerKnoll product portfolio. These symbols enable architectural space planning and product specification workflows used by... ...and meet delivery timelines. Provide assistance to entry-level designers or support employees as needed. Respond to CAD-related...