Job Description
Join our elite tax team at WealthBridge Financial Group, a premier financial services firm in Jersey City. We're seeking a Senior Tax Associate to deliver exceptional tax planning and compliance services to high-net-worth clients. This role offers unparalleled career growth, competitive compensation, and exposure to complex multi-state and international tax scenarios. Our collaborative culture combines cutting-edge technology with deep industry expertise to drive client success.
Responsibilities
- Prepare and review federal, state, and international tax returns for high-net-worth individuals and complex entities
- Develop strategic tax planning initiatives to optimize client portfolios and minimize liabilities
- Lead IRS audits and state tax controversy resolutions with precision and expertise
- Mentor junior associates while maintaining quality control on deliverables
- Utilize tax software (e.g., ProSystem fx, CCH Axcess) for efficient workflow management
- Research evolving tax legislation and implement compliance strategies
Qualifications
- CPA license or active pursuit of CPA certification required
- 5+ years of experience in public accounting with focus on high-net-worth taxation
- Expertise in multi-state tax compliance and international tax matters
- Proficiency in tax preparation software and data analytics tools
- Strong communication skills with ability to advise executive-level clients
- Master's degree in Taxation or equivalent preferred