Senior Tax Advisor

Company:  Addition Management
Location: Plainsboro
Closing Date: 03/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Position: Tax Preparer and Advisor
Location: Plainsboro, NJ (Hybrid)
Salary: 80k - 115k + Bonus
Dynamic Financial Advisory firm seeks a Tax Preparer to join their Team!
Responsibilities:
  • Prepare and review personal tax returns with accuracy and efficiency, ensuring compliance with relevant tax laws and regulations.
  • Utilize expertise in tax preparation software and tools to optimize the tax filing process.
  • Collaborate with team members to handle complex tax matters for individuals, trusts, and small businesses.
  • Conduct thorough research on tax issues and provide insightful recommendations to clients.
  • Communicate effectively with clients to gather necessary information and address inquiries promptly.
  • Maintain up-to-date knowledge of tax laws and changes to ensure compliance and maximize tax-saving opportunities.
  • Assist in the preparation and review of trust and small business tax returns as needed.

Qualifications
  • Bachelor's degree
  • Experience preparing personal tax returns
  • Experience preparing trust and small business tax returns
  • CPA or EA credentials are a plus
  • Experience with Ultratax a plus
Apply Now
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