Job Description
We are seeking a highly motivated and detail-oriented Tax Associate to join our prestigious finance team in Newark, NJ. At Horizon Financial Group, we are committed to excellence, innovation, and providing top-tier financial solutions to our clients. This is a high-impact role offering a competitive salary, comprehensive benefits, and a clear pathway for professional advancement.
As a Tax Associate, you will be at the forefront of financial strategy, managing complex tax portfolios and ensuring regulatory compliance while uncovering opportunities for tax efficiency. We foster a collaborative environment where your contributions are valued and rewarded.
Responsibilities
- Prepare and review complex individual and corporate income tax returns, ensuring 100% accuracy and full compliance with IRS and state regulations.
- Conduct in-depth tax research to interpret evolving tax codes and provide strategic advisory services to high-net-worth clients and businesses.
- Manage critical tax calendars, including filing extensions, estimated tax payments, and audit notices, to ensure zero compliance errors.
- Perform financial analysis to identify tax planning opportunities and optimize clients' cash flow and liability positions.
- Collaborate with senior leadership to develop comprehensive tax strategies that align with broader business goals.
- Maintain and nurture client relationships through proactive communication, regular check-ins, and exceptional service delivery.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation is required; Master’s degree (MSA/LLM) is preferred.
- Certified Public Accountant (CPA) or Enrolled Agent (EA) license is strongly preferred; candidates with 3+ years of experience will be considered.
- Proficiency in tax preparation software (e.g., ProSystem fx, CCH Axcess, Drake Tax) and advanced Excel skills.
- Strong analytical thinking with a meticulous eye for detail and accuracy.
- Excellent verbal and written communication skills, capable of translating complex tax concepts for clients.
- Ability to thrive in a fast-paced environment, managing multiple deadlines effectively during peak tax seasons.