Position Summary

Noviello Financial Group, an established wealth management firm in Bridgewater, NJ, seeks an experienced CPA or EA to help lead its internal tax functions and serve high-net worth clients. This role combines complex tax return preparation and review, tax research, client service, workflow management, and process improvement.

The Senior Income Tax Professional will prepare and review a broad range of tax returns, support tax planning and advisory initiatives, and help drive the continued development of the firms tax practice. The position may evolve into tax return signing authority and broader department leadership responsibilities over time.

The ideal candidate combines strong technical expertise, sound judgement, leadership ability, and a client-first mindset. While our tax practice operates year-round and experiences peak periods around April 15 and October 15, we intentionally manage our workload to support sustainable operations and work-life balance.

Key Responsibilities

Tax & Client Service

• Prepare, review, and progress toward signing complex individual income tax returns, including multi-state, foreign, and FBAR filings, plus trust, estate, gift, and selected business tax returns.
• Analyze and resolve complex tax matters involving investments, K-1s, equity compensation, retirement income, foreign assets, and tax planning strategies.
• Research, document, and communicate well-supported tax positions and planning recommendations.
• Manage tax notices, examinations, and controversies; represent clients before federal and state taxing authorities.
• Provide timely guidance to clients and Advisors while identifying tax and financial planning opportunities.

Leadership & Operations

• Co-supervise internal and external tax professionals, supporting training, development, and performance improvement.
• Own tax policies, workflows, quality-control standards, and filing deadline compliance.
• Lead process, technology, and documentation improvements, including vendor coordination and system optimization.
• Support special projects, risk management initiatives, and broader financial planning efforts.

Qualifications

• Bachelors degree required; advanced degrees in taxation preferred.
• Active NJ CPA license or IRS Enrolled Agent credential with PTIN in good standing.
• Minimum five years of relevant income tax experience.
• Experience in individual, trust, estate, gift, and business taxation.
• Strong tax research, analytical, problem-solving skills, and the ability to communicate complex matters clearly.
• Demonstrated professionalism, integrity, sound judgment, confidentiality, and attention to detail.
• Strong organizational and project-management skills with the ability to manage competing priorities.
• Proficiency with tax and office technology, including CCH Axcess, BNA, Microsoft 365, and CRM systems.
• Self-motivated, collaborative professional with strong ownership, initiative, and continuous-improvement mindset.
• Ability to perform occasional in-office physical tasks; commute under 30 minutes preferred.

Compensation & Benefits

• Full time, in office with flexibility; Monday Friday, 9:00 a.m. 5:00 p.m.
• Base Salary: $140,000 - $150,000, plus incentive compensation based on skills and experience.
• Firm subsidized benefits: medical, dental, vision, 401(k) + match, life, short- and long-term disability, and PTO.

To apply, please submit your cover letter and resume.

Salary/Compensation: $140,000 - $150,000 per year