Pay: $100,000.00 - $200,000.00 per year
Why This Is a Great Opportunity
- Join a growing, boutique advisory firm where your work directly shapes client outcomes and firm growth
- Work across a sophisticated, diverse client base including private equity, hedge funds, real estate investors, and professional services firms
- Enjoy genuine professional autonomy — manage your own engagements without layers of bureaucracy
- Clear path to leadership and long-term career development, including potential Partnership
- Bonus opportunities on top of competitive base compensation
- Flexible hybrid arrangement that respects your work-life balance
- Be part of a tight-knit, high-caliber team where your contributions are recognized and valued
Location: This is a hybrid position based in Bergen County, NJ — enjoy the flexibility of splitting your time between home and a collaborative office environment close to New York City.
Note: Candidates must hold an active CPA license or EA designation and be willing to sign tax returns. Spanish fluency is required for this role. These are non-negotiable requirements — please apply only if you meet all three.
About Us
We are a boutique outsourced finance and advisory firm serving emerging asset managers, real estate investors, and professional services firms. Founded by a seasoned CPA with over 20 years in financial services, our team provides fractional CFO services, tax compliance, accounting, fund operations, and strategic advisory — delivering hands-on support across the full lifecycle of our clients' businesses. We've built a stable, loyal client base and a culture where talented professionals thrive with autonomy and purpose. Confidential Employer.
Job Description
- Prepare, review, and sign federal and state tax returns including Forms 1040, 1065, 1120S, and 1120
- Lead partnership tax compliance for private equity and hedge fund structures
- Review and analyze K-1 allocations, capital accounts, basis calculations, and investor reporting
- Deliver year-round tax planning and strategic advisory services to investment and business clients
- Review staff-prepared work for technical accuracy and compliance quality
- Mentor, manage, and develop junior tax and accounting professionals — guiding workflow, providing technical coaching, and delivering performance feedback
- Handle IRS and state notices and manage client correspondence
- Serve as a trusted primary contact for all client tax matters
- Uphold CPA professional standards and internal firm policies
Qualifications
- Active CPA license or EA designation (required)
- Willingness and ability to sign tax returns
- 7+ years of tax experience in public accounting
- Strong knowledge of partnership taxation, small business, and individual tax
- Experience with private equity, hedge funds, or investment partnerships
- Spanish fluency (required)
- Strong analytical, organizational, and client-service skills
- Ability to independently manage multiple engagements and competing deadlines
- Preferred: experience with carried interest, waterfalls, blocker entities, and complex allocations
- Preferred: familiarity with multi-state and investor reporting
- Preferred: proficiency in UltraTax, Lacerte, ProSeries, or Drake
Why You Will Love Working Here
This is a role for someone who wants more than a job — it's for a tax professional who's ready to own a book of work, mentor a team, and grow with a firm that's going places. You'll work alongside sharp, experienced colleagues in a culture built on trust, expertise, and genuine client partnership. Leadership is accessible, your voice matters, and the path forward — including Partnership — is real and within reach.
JPC-1192
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance