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HBK CPAs & Consultants · 1 day ago

Tax Senior Associate - HNW Individuals

Holmdel, NJ

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $110K/yr

3+ years exp

HBK CPAs & Consultants is a growing Top 50 accounting firm and a Top 100 registered investment advisory. They are seeking a Tax Senior Associate to prepare, review, and execute tax returns and consulting projects while leading internal teams and ensuring timely delivery of client engagements.

AccountingProfessional Services

Growth Opportunities

Responsibilities

Responsible for preparing, reviewing, and/or executing assigned tax returns and accounting/consulting projects, working directly with Partners and Senior Managers

Complete moderately complex projects accurately, thoroughly, and efficiently

Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner

Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies

Continually participate in professional and personal development, including appropriate technical trainings

Demonstrate leadership skills in support of all Firm policies and procedures to promote teamwork and loyalty

Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability

Qualification

CPAPublic accounting experienceTax return preparationAccounting software knowledgeResearch skillsWriting skillsVerbal communicationPresentation skillsLeadership skills

Required

3+ years of previous public accounting experience

Successful candidate should have CPA or on a timeline of obtaining within a reasonable amount of time from date of hire

Ability to research and resolve complex issues with minimal oversight

Experience in planning and supervising larger engagement, previous tax return preparation experience is required

Solid research and writing skills, excellent verbal communication and presentation skills and the ability to interact with all levels of staff and clients

A competent working knowledge of accounting, auditing and tax software is required