Senior Tax & Wealth Planning Associate Job at The Alta Group, Paramus, NJ

  • The Alta Group
  • Paramus, NJ

Job Description

Job Description

Job Description

Tax Manager/Senior

Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

  • Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
  • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
  • Lead business and personal income tax compliance, strategy and planning for clients.
  • Partner with the firm's wealth management team to develop and suggest wealth management strategies.
  • Lead and develop junior team members.
  • Lead communications with both clients, and federal (IRS), state and local tax officials.
  • Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

  • The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
  • A cohesive, supportive team culture
  • Tremendous career/professional growth potential, essentially unlimited earning potential
  • An entrepreneurial environment with true partnership potential

What's required:

4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.

A CPA is required, CFP or in process preferred

Strong presentation and communication skills

A desire to develop new relationships and help grow the firm

An interest in wealth management and financial planning

Job Tags

Local area

Similar Jobs

Career Development Partners

Associate Designer - Girls Apparel Job at Career Development Partners

 ...development of seasonal apparel collections for the Big Girls Walmart licensed businessResearch current fashion, color, graphic,...  ...environmentLicensed apparel experience is a plusMust be located in NYCPosition is primarily onsite with some flexibility to work from home on Fridays

The University of Texas at Austin Staff

Technical Trades Assistant Supervisor Job at The University of Texas at Austin Staff

Technical Trades Assistant SupervisorThis position provides support to the Assistant Director of Facilities in coordinating assigned maintenance activities and does not have supervisory authority or responsibility for other maintenance employees. This position is located... 

The Ritz-Carlton, Bachelor Gulch

Guest Experience Concierge Job at The Ritz-Carlton, Bachelor Gulch

The Ritz-Carlton, Bachelor Gulch in Avon, CO seeks a Guest Experience Expert to deliver memorable service and guide guests through their stay. Youll be on your feet, moving about, and ready to handle a wide range of guest needs with professionalism and courtesy.There... 

Jovie of Creve Coeur & St. Charles

Wednesday/Thursday Nanny - House Springs Job at Jovie of Creve Coeur & St. Charles

 ...fun. Become an honorary member of the family by building deep, trusting relationships with parents and kids alike. Location: House Springs, MO 63051 Schedule: Wednesdays & Thursdays 9:00am-3:00pm Pay:$16.00/hour Start Date: ASAP Duration: Long term... 

WellStreet Urgent Care

Content Strategist & Writer Job at WellStreet Urgent Care

 ...WellStreet Urgent Care is looking for a Content Strategist and Writer to own all written content production across our portfolio of joint venture partner brands and WellStreet corporate. This is a high-output, detail-oriented role for a skilled writer who can work across...