Senior Tax Accountant
Company: VFG Advisory
Department: Tax
Location: Morganville,New Jersey
Job Type: Full-time
About the Role
The Senior Tax Accountant serves as a trusted advisor to clients while managing complex tax engagements and contributing to the firm's growth. This role requires strong technical expertise in tax compliance and planning, the ability to mentor junior staff, and a focus on delivering proactive, value-added client service.
Technical Tax Ownership
- Prepare and review complex corporate tax returns (1065, 1120, 1120S) and high-net-worth individual returns (1040).
- Provide advanced tax planning strategies using BNA, CCH, or similar platforms to optimize client outcomes.
- Lead and review monthly, quarterly, and annual book closings to ensure accuracy and compliance.
- Apply expertise in trust and estate planning, including estate, trust, and gift tax compliance, individual income tax, and foreign financial reporting.
- Use and guide others in tax preparation software (CCH ProSystem fx preferred) to streamline efficiency.
Client & Team Leadership
- Mentor and support staff accountants by reviewing work, providing feedback, and fostering professional development.
- Collaborate with partners and managers to deliver seamless client service and cross-functional solutions.
- Serve as a primary point of contact for assigned clients, strengthening relationships and ensuring satisfaction.
- Participate in business development by representing the firm at client meetings and networking opportunities.
Key Performance Indicators
- Complex returns and book closings delivered accurately and on schedule with minimal partner rework.
- Staff accountants under this role's mentorship show measurable technical growth.
- Assigned client relationships remain strong, with proactive rather than reactive service.
Qualifications Required
- Bachelor's degree in Accounting required.
- Minimum 5-7 years of experience in public accounting, with exposure to both individual and corporate taxation.
- Strong technical expertise in tax compliance, planning, and accounting.
- Proficiency in Microsoft Office Suite; experience with QuickBooks and tax software (CCH ProSystem fx, CCH Planner, BNA, PPC) preferred.
- Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff.
- Proven track record of managing client relationships and mentoring junior staff.
- Willingness to work additional hours as needed to meet client deliverables.
Preferred
Compensation & Benefits
- 401(k) plan with employer matching
- Comprehensive medical, dental, and vision coverage
- Paid time off, including Summer Fridays
- Continuing professional education support
- On-site fitness facility and wellness benefits
- Direct exposure to high-net-worth and complex client engagements
- Defined growth trajectory within a full-service CPA and advisory firm
VFG Advisory is growing, and strong performance in this seat leads directly toward Tax Supervisor and Tax Manager responsibility.
VFG Advisory is an equal opportunity employerrporate tax expertise.
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Vision insurance
Education:
Experience:
- Public accounting: 5 years (Required)
License/Certification:
Work Location: In person
