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CPA – 2 to 5 Years’ Experience

Traphagen CPAs and Wealth Managers Oradell, NJ
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, 401k, Dental

We are a full service financial firm seeking a highly motivated CPA with 2-5 years’ experience. Our clients trust us to provide knowledge, integrity, and dedication to their financial well-being through a life-cycle of services. Join a team that is looking for an individual who has a keen focus, is self-motivated and shares a dedication to building long-term relationships with our clients.

The Qualifications we are looking for:

· Licensed CPA Experience in taxation, including Individual taxation; Partnerships, Trusts and Estates a plus

· Interest in Financial Planning a plus

The Objective of your role:

We will fully support your growth in the industry with access to continuing education, and a close working relationship with experienced CPAs in a team environment. Your focus, determination and leadership qualities are key skills as you provide tax solutions to existing clients, including comprehensive tax return preparation from client interview through final return, tax planning and projections, and communications with the IRS and state tax departments to resolve client tax issues. Opportunity to work with Financial Advisory team.

The Skills you bring:

· Superior interpersonal, written and verbal abilities with a focus on client facing skills

· Ability to respond to client needs with expertise and clarity

· Knowledge of tax preparation software

· Financial planning experience a plus

The Value you deliver:

· You will make an impact on your client’s lives through developing relationships to understand the unique needs of each client. You will tailor your services to the clients, meaning that every day and every interaction with clients will be different and sometimes challenging.

· You will demonstrate the highest level of integrity and ethical standards while maintaining the trust of our long term clients and cultivation of new client relationships.

Traphagen CPAs and Wealth Managers

Who we are: Traphagen CPAs and Wealth Managers is a comprehensive, fee-only financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ. For nearly 50 years, Traphagen CPAs and Wealth Managers has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in taxation, financial reporting & consulting services, including financing and M&A; our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services. As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals.

Address

234 Kinderkamack Road
Oradell, NJ
USA

Website

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