Senior Tax CPA - Business Owner & Practice Advisory

AlphaX•Westfield, NJ
•Onsite

About The Position

An established accounting and advisory firm in Union County, New Jersey is seeking an experienced, licensed Certified Public Accountant to join its growing team. The firm serves privately owned professional practices, business owners, and individuals, delivering tax, accounting, and advisory services that help clients build, grow, and transition their businesses. The position combines tax compliance and planning with hands-on advisory work as a trusted resource to business owners. The ideal candidate has public accounting experience and strong technical skills, takes a client-first approach, and is comfortable owning client relationships and translating financial results into practical guidance. The role is performed on-site at the firm's Union County office.

Requirements

  • Active CPA license.
  • At least 8 years of public accounting experience with a focus on tax.
  • Strong experience preparing and reviewing business tax returns (1120-S, 1065, and 1120) and individual returns (1040).
  • Thorough knowledge of federal and state tax law and compliance requirements.
  • Excellent analytical, research, and problem-solving skills.
  • Strong communication skills and the ability to explain technical matters clearly to business owners.
  • Experience reviewing staff work and supporting team development.
  • Organized and dependable, with the ability to balance competing priorities and meet deadlines.
  • Flexibility to work extended hours during tax season.
  • Ability to work on-site at the firm's Union County, New Jersey office.

Nice To Haves

  • Experience advising closely held businesses or professional practices.
  • Exposure to business valuations, transactions, or practice advisory.

Responsibilities

  • Prepare and review federal, state, and local returns for S corporations, partnerships, C corporations, individuals, trusts, and estates.
  • Lead year-end tax planning and projections for business owners, including entity structuring, compensation planning, and estimated payments.
  • Review client financial statements, monthly accounting, and payroll records for accuracy and tax readiness.
  • Analyze practice performance and key financial metrics, and provide owners with recommendations to improve profitability and cash flow.
  • Support business valuations, ownership transitions, acquisitions, and due diligence for buyers and sellers.
  • Advise new businesses on start-up structure, financing, and accounting setup.
  • Research complex tax matters and legislative changes and explain their impact to clients.
  • Serve as the primary contact for an assigned client portfolio, providing responsive, proactive service.
  • Review staff work and provide technical guidance and mentorship.
  • Collaborate with firm leadership on complex engagements and advisory projects.
  • Manage multiple client deadlines and filing requirements throughout the year.

Benefits

  • Competitive compensation commensurate with experience.
  • Performance-based bonus opportunities.
  • Medical, dental, and vision insurance.
  • 401(k) with company contribution.
  • Paid time off and company holidays.
  • Paid continuing education (CPE) and professional development.
  • Paperless, technology-forward work environment.
  • Collaborative culture with direct access to firm leadership.
  • Long-term career advancement opportunities.
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