Senior Tax CPA - Practice Advisory

Our established accounting and advisory firm is seeking an experienced, licensed Certified Public Accountant (CPA) to join our growing team. We work with privately owned professional practices, business owners, and individuals, providing tax, accounting, and advisory services that help clients build, grow, and transition their businesses. In this role, you will combine tax compliance and planning with hands-on advisory work, serving as a trusted resource to the owners we serve.

We are looking for a CPA with solid public accounting experience, strong technical skills, and a client-first approach who is comfortable owning client relationships and translating financial results into practical guidance.

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 clear 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, delivering responsive, proactive service.
• Review work prepared by staff 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.

Requirements

• Active CPA license required.
• 8+ years of experience in public accounting with a focus on tax.
• Strong experience preparing and reviewing business (1120-S, 1065, 1120) and individual (1040) tax returns.
• Experience advising closely held businesses or professional practices strongly preferred.
• Exposure to business valuations, transactions, or practice advisory is a plus.
• Thorough knowledge of federal and state tax law and compliance requirements.
• Excellent analytical, research, and problem-solving skills.
• Strong communication skills, with 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.
• Flexibility to work extended hours during tax season.
• Ability to work on-site at our office in Union County, New Jersey.