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Job Description
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
Pay:
$100,000.00 - $200,000.00 per year
Benefits:
Dental insurance Paid time off Retirement plan Vision insurance Application Question(s): Are you fluent in Spanish? Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain. This role is hybrid at the Hackensack, NJ, location. Confirm you are okay with this: Y/N In what city/state do you currently reside? What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.
