Tax professional jobs in Lakewood, New Jersey - Page 2Create job alerts

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We’re currently seeking a Senior Tax Accountant to join our Tax Services team. This is a key role for an experienced, self-driven professional with the potential to take on supervisory-level responsibilities. In this role, you will: • Serve as a direct point of contact for clients — advising on tax strategies, planning opportunities, and compliance matters, • Prepare complex Federal, State, and local tax returns for individuals, corporations, partnerships, trusts, and exempt organizations, • Reviewing mid-level complexity individual, trust, partnership and corporate tax returns prepared by tax staff for accuracy, • Supervise, train, and mentor junior staff within the Tax Services Department, • Bachelor’s degree in Accounting, • Working towards CPA license, or CPA certification (preferred), • Having a Masters of Science in Taxation is a plus, • Minimum of four (4) years of tax experience in public accounting, with a strong background in 1040s, 1120s, and 1065s, • Excellent analytical and technical tax skills, • Strong communication and client service skills, with the ability to build and maintain trusted client relationships, • Proven ability to manage multiple engagements and deadlines in a fast-paced, collaborative environment, • Effective leadership, mentoring, and training abilities, • Outstanding organizational and project management skills, with high attention to detail, • Reliable transportation for occasional client or office visits We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Job DescriptionSalary: About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Summer 2026 Internship Program (May/June August) Your Role as an Intern As a Summer Intern at CSI Group, youll gain hands-on experience across our Tax, Financial Services, and Legal divisions. This rotational exposure is designed to help you understand how these departments collaborate to support and empower the middle-class families we serve. Youll contribute directly to real client work while learning from experienced professionals who are committed to your development. Key Responsibilities Member-Focused Support • Engage directly with clients to answer questions, resolve service requests, and provide status updates., • Assist with the preparation and filing of individual and business tax returns., • Review financial documents and identify opportunities for tax savings., • Prepare account summaries, tax documents, and financial reports for client review., • Process account applications and handle account-related updates., • Draft, format, and organize legal documents, contracts, and case files., • Conduct research and prepare summaries to support attorneys and estate planning professionals., • Assist with preparation for hearings, client meetings, and ongoing cases. What We Offer • Client-Centric Experience: Learn how exceptional service builds trust and long-term client relationships., • Comprehensive Learning: Develop a multifaceted understanding of tax preparation, financial planning, wealth management, and legal processes., • Mentorship: Collaborate with seasoned tax professionals, financial advisors, and attorneys who are invested in your growth., • Professional Development: Build essential skills in communication, research, analysis, project management, and problem-solving. What Were Looking For Were seeking motivated students who are eager to learn and contribute in a professional services environment: • Pursuing degrees in Accounting, Finance, Law, Business Administration, Economics, or related fields., • Strong interpersonal, written, and verbal communication skills., • Excellent organizational skills and the ability to manage multiple priorities., • A passion for delivering high-quality, client-focused service., • Proficiency in Microsoft Office Suite; experience with financial or tax software is a plus., • A proactive, detail-oriented mindset with an eagerness to grow.

Job Description Trust Officer Sussex County, NJ | Onsite | $78,000–$82,000 Confidential search conducted by Highland Consulting Group Make an Impact in a Growing Trust Department Work in a collaborative, growing trust department where your voice will be heard and your contributions make a real difference. While many banks are scaling back their trust services, this institution is doing the opposite—expanding. They’ve built a strong reputation for stability, integrity, and personal service, yet maintain an open-minded, forward-thinking culture. You’ll join a supportive team that values fresh ideas, practical innovation, and has a little fun along the way! What‘s Expected of You As a Trust Officer, you’ll manage the full lifecycle of trust administration, ensuring clients receive thoughtful, accurate, and timely service. You’ll serve as a key point of contact for grantors, beneficiaries, and professional partners, helping to carry out the intent of each trust while supporting the bank’s mission and reputation for excellence. • Administer trust accounts from opening through termination, including communication with beneficiaries and professional partners., • Evaluate trust requests and execute actions within the terms of governing documents., • Prepare discretionary disbursement requests and materials for administrative review and approval., • Facilitate payments, expenses, and distributions according to trust conditions., • Prepare and deliver reports and financial accountings for grantors, beneficiaries, and/or courts., • Oversee or coordinate preparation and payment of applicable state and federal trust taxes., • Present new account acceptances and account closures to the Trust Committee in accordance with regulatory requirements., • Participate in the Trust Management Team’s weekly meetings., • Promote the bank’s trust services to clients, community members, and business associates., • Partner with third-party investment and tax advisory services to ensure best-in-class client outcomes., • Bachelor’s degree or equivalent business experience., • Minimum 5 years of experience in a bank trust department or law firm specializing in Trust & Estate work., • Excellent communication, organizational, and analytical skills., • Strong proficiency in Microsoft Office and trust-related software., • Proven ability to work with tact, diplomacy, and discretion in client-facing interactions. As required by local law, Highland Consulting Group believes $78,000–$82,000 to be a reasonable starting base compensation for this role, for individuals hired into positions in geographies that require salary range disclosure. This individual may also be eligible for a discretionary bonus. In addition, this opportunity may be complemented by the following benefits: • Medical, dental, and vision coverage, • Paid time off and sick leave, • Retirement savings plan with employer match If you’d like to be considered for this opportunity, please apply using the “Apply” link, or reach out directly to: Rob Titterington Sr. Banking Recruiter Highland Consulting Group 724.837.6337 Confidentiality We respect your privacy and will never submit your resume to a third party without your permission. You can be assured that the information you share will never be forwarded to any company without your specific, direct approval in advance. Reference: bank1040