Traphagen CPAs & Wealth Advisors
Certified Public Accountant (CPA) - Wealth management team
Traphagen CPAs & Wealth Advisors, Oradell, New Jersey, us, 07649
Certified Public Accountant (CPA) Wealth Management
Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a
Certified Public Accountant (CPA) to focus on 1040 client interviews and preparation
to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing an inclusive, productive, and collaborative work environment. We offer competitive salaries, bonuses, and benefits commensurate with experience. Some evening and Saturday hours and extra hours during tax season (Feb – Apr). About the role:
The Certified Public Accountant (CPA) will meet with clients, input, and prepare personal tax returns. This role includes preparing tax planning projections for the coming year. The candidate should be versed in small business tax preparation, with opportunities for trust and estate tax planning if not yet knowledgeable. The CPA will have the opportunity to work with wealth advisors and participate or lead in estate planning matters. This CPA could also prepare and present financial plans with the team and help maintain new and existing client relationships. This candidate could expand their knowledge by obtaining additional credentials such as the CFP. Meet with and prepare tax returns for existing clients Prepare small business tax returns (1065, some 1120s) Work on estate plans and estate tax returns, including NJ-ITR, 1040, 706 Tax planning for clients throughout the year Financial planning/client budgets Participate in retirement and estate planning meetings New business development opportunities Support the financial advisors with tax planning Preferred Qualifications / Requirements:
Tenure: 3-10 years Highly organized and efficient Ability to self-manage In-office position Lacerte tax software experience a plus Excellent verbal and writing skills Growth-oriented, high energy individual Desired Characteristics:
Superior interpersonal, verbal, and written communication skills Strong work ethic Ability to work some Saturdays and evenings for client meetings
#J-18808-Ljbffr
Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a
Certified Public Accountant (CPA) to focus on 1040 client interviews and preparation
to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing an inclusive, productive, and collaborative work environment. We offer competitive salaries, bonuses, and benefits commensurate with experience. Some evening and Saturday hours and extra hours during tax season (Feb – Apr). About the role:
The Certified Public Accountant (CPA) will meet with clients, input, and prepare personal tax returns. This role includes preparing tax planning projections for the coming year. The candidate should be versed in small business tax preparation, with opportunities for trust and estate tax planning if not yet knowledgeable. The CPA will have the opportunity to work with wealth advisors and participate or lead in estate planning matters. This CPA could also prepare and present financial plans with the team and help maintain new and existing client relationships. This candidate could expand their knowledge by obtaining additional credentials such as the CFP. Meet with and prepare tax returns for existing clients Prepare small business tax returns (1065, some 1120s) Work on estate plans and estate tax returns, including NJ-ITR, 1040, 706 Tax planning for clients throughout the year Financial planning/client budgets Participate in retirement and estate planning meetings New business development opportunities Support the financial advisors with tax planning Preferred Qualifications / Requirements:
Tenure: 3-10 years Highly organized and efficient Ability to self-manage In-office position Lacerte tax software experience a plus Excellent verbal and writing skills Growth-oriented, high energy individual Desired Characteristics:
Superior interpersonal, verbal, and written communication skills Strong work ethic Ability to work some Saturdays and evenings for client meetings
#J-18808-Ljbffr