Senior Tax CPA - Practice Advisory

AlphaX•Westfield, NJ

1d•Onsite

About The Position

An established accounting and advisory firm is seeking an experienced, licensed CPA to join its growing team. The firm serves privately owned professional practices, business owners, and individuals with tax, accounting, and advisory services. This role combines tax compliance and planning with hands-on practice advisory, serving as a trusted resource to clients and translating financial results into practical guidance. The CPA will own client relationships, review staff work, collaborate with firm leadership, and manage multiple client deadlines. The position is on-site at the firm's office in Union County, New Jersey, with flexibility to work extended hours during tax season.

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 tax 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 manage competing priorities and meet deadlines.
Ability to work on-site at the office in Union County, New Jersey.

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 tax 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 updates, and communicate their impact to clients.
Serve as a primary point of contact for an assigned client portfolio and deliver responsive, proactive service.
Review staff work and provide technical guidance and mentorship.
Collaborate with firm leadership on complex engagements and client advisory projects.
Manage multiple client deadlines and filing requirements throughout the year.