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    HNW Tax Associate - Tinton Falls, United States - WatsonBarron Group

    WatsonBarron Group
    WatsonBarron Group Tinton Falls, United States

    4 weeks ago

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    Description

    Title:
    HNW Tax AccountantSalary: DOE $90K-110K plus incentivesLocation: Monmouth CountyHybrid - Work from home capabilities

    Successful, well-established CPA firm seeks motivated candidate with 3+ years of tax preparation experience to join growing practice. Top candidates with exceptional communication skills and client service-oriented professionalism will be considered. Long-term partner track career progression.

    MAIN DUTIES & RESPONSIBILITIES

    Compilation of monthly transactions, data entry using QuickBooks and preparation of monthly financial statements

    Preparation of tax returns (individual, corporate, partnership and fiduciary) for high net worth (HNW) clients and their business interests

    Build long term relationships with clients, assisting them with tax needs as well as business advising

    Involvement with all aspects of professional service from the intake, client meetings, preparation, and engagement management

    What You Will Need

    Education:
    BS in Accounting

    Certifications:
    CPA, parts passed or planning to pursue. EA designation.

    • 3 to 15 years of tax preparation experience
    • High attention to detail
    • Excellent communication skills with the ability to develop and maintain excellent client relationships
    • Technical skills with MS Office applications such as Excel, Word, and Outlook; Tax software experience such as
    Lacerte; Bookkeeping software such as QuickBooks

    At WatsonBarron, we share a philosophy when it comes to recruiting - focus on people. Great companies, no matter the product or service, are run by people. We have made a commitment to the careers and businesses of those who lead.

    We seek out the best and the brightest in the accounting & finance industries and introduce them to clients with the highest expectations.

    We do this with a tireless commitment to detail. This commitment has made WatsonBarron the selected recruiter for many of the region's top professionals and ground-breaking companies.

    These range from incubator companies focused on technology and cutting-edge diagnostics, to Fortune 500 entertainment, pharmaceutical, consumer products, publishing, consulting, manufacturing, and financial services firms.

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