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Alta Group

6 jobs near Columbus, OH

The Alta Group

Senior Accountant

Little Falls, NJ

$125K/yr

SR Accountant www.thealtagrp.com Opportunity to join a regional leader with a team focused culture and a long-term career runway. Flexibility, balance and compensation set this organization apart.

The Alta Group

Sr Tax Manager

Montclair, NJ · On-site

$250K/yr

Tax Manager/Sr Manager www.thealtagrp.com Opportunity to join a regional leader, rapidly growing with a team focused culture. Flexibility, balance and compensation set this organization apart. Due to ...

The Alta Group

Senior Accountant

Paramus, NJ

$130K/yr

Senior Tax Accountant www.thealtagrp.com Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined ...

Senior Tax & Wealth Planning Associate

The Alta Group

Paramus, NJ • On-site

$150K/yr

Full-time

Re-posted 18 days ago

Job description

Tax Manager/Senior

www.thealtagrp.com


Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

  • Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
  • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
  • Lead business and personal income tax compliance, strategy and planning for clients.
  • Partner with the firm's wealth management team to develop and suggest wealth management strategies.
  • Lead and develop junior team members.
  • Lead communications with both clients, and federal (IRS), state and local tax officials.
  • Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

  • The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
  • A cohesive, supportive team culture
  • Tremendous career/professional growth potential, essentially unlimited earning potential
  • An entrepreneurial environment with true partnership potential

What's required:

4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.

A CPA is required

Strong presentation and communication skills

A desire to develop new relationships and help grow the firm

An interest in wealth management and financial planning