Senior Tax Accountant

**About Us**

Valley National Financial Advisors is a comprehensive wealth management firm dedicated to delivering personalized financial solutions to high-net-worth individuals, families, and business owners. Our in-house tax team plays an integral role in supporting holistic financial strategies by ensuring compliance, optimizing tax outcomes, and collaborating closely with financial advisors and clients.

**Position Summary**

The Senior Tax Accountant is responsible for preparing and reviewing complex individual, trust, and business tax returns, providing tax planning strategies, and maintaining strong client relationships. This role requires a high level of technical expertise, attention to detail, and the ability to work collaboratively across teams to deliver seamless financial services.

**Key Responsibilities**

• Prepare and review federal, state, and local income tax returns for individuals, trusts, and small businesses
• Conduct year-round tax planning and projections for high-net-worth clients
• Advise clients and internal teams on tax strategies, compliance matters, and regulatory changes
• Collaborate with wealth advisors to align tax strategies with financial and estate planning goals
• Respond to client inquiries and serve as a trusted tax resource
• Monitor IRS and state notices; assist in responding to tax authority inquiries
• Ensure accuracy and completeness of tax documentation and client records
• Contribute to process improvement and implementation of tax technology tools

**Qualifications**

• Bachelor's degree in Accounting or related field; Master's in Taxation (preferred)
• CPA or EA designation (required)
• 5+ years of relevant tax experience, preferably in a public accounting or wealth management environment
• Expertise in individual tax returns and planning
• Strong understanding of tax implications for investment income, estates, and trusts
• Proficiency in CCH Axcess Suite and Microsoft Office Suite
• Excellent communication and client service skills
• Ability to manage multiple deadlines and work independently