Remote Senior Tax Accountant / Tax Advisor (CPA or EA)
Job Description
About Veritas Planning Advisors
Veritas Planning Advisors is a New Jersey-based CPA firm serving business owners, high-income professionals, real estate investors, and multi-entity entrepreneurs. The firm is evolving from a compliance-focused practice into one that integrates tax planning with financial planning, and we are seeking a senior tax professional who wishes to help shape that growth.
About the Role
The Senior Tax Accountant / Tax Advisor serves as a trusted advisor to individuals and business owners, delivering tax compliance, planning, and resolution services. The role also supports the development of junior team members and works directly with the firm’s founder.
What You Will Own in Year One
- A book of individual and business clients, including Forms 1040, 1120-S, and 1065 and related state filings, delivered accurately and on time
- Bookkeeping and accounting support for urgent client matters during tax season, including account reconciliations and adjusting entries, so that returns can be prepared on schedule
- Review of financial statements and bookkeeping work prepared by our junior staff, with clear feedback that prevents recurring errors
- Review of tax returns prepared by junior team members
- Tax planning for your clients, including a year-end planning meeting with each applicable client and written recommendations they can act upon
- Management of IRS and state notices from initial correspondence through resolution, including installment agreements and penalty abatements
- Completion of reviews within 3 days and delivery of returns to clients within 2 weeks
- Coaching of junior team members to identify planning opportunities as they prepare returns
How You Will Work
- You are expected to manage your own pipeline, raise concerns well ahead of deadlines, and ask for support early
- Busy season (January through April, plus extension deadlines) is demanding, and we plan workloads so that hours remain sustainable
Qualifications and Requirements
Required
- An active CPA or EA license in good standing
- A minimum of 4 to 6 years of accounting experience within a CPA firm
- Strong, hands-on experience in tax planning and tax preparation
- Strong technical accounting skills, including a thorough understanding of adjusting entries and the preparation of accurate financial statements
- Expert-level proficiency in QuickBooks Online
- Must be located in the United States
- Available during Eastern Time business Core hours
- Experience in client-facing work is a plus
