Forefront Advisory
Clifton, New Jersey
Full-timeSalary range: $65,000 to $75,000, based on experience and expertise
Position Overview
Forefront Advisory is a year-round tax and accounting firm serving individuals, families, and closely held businesses. Our work goes beyond annual tax preparation. We help clients stay organized, make informed decisions, and approach their tax and financial lives with greater clarity.
We are seeking an experienced Staff Accountant to join our Clifton, NJ office. This position is designed for someone with a strong tax background, sound judgment, and the ability to work in a busy professional environment where accuracy, communication, and client service all matter.
The ideal candidate will have experience preparing both individual and business tax returns. Bookkeeping experience is a plus. The ability to support business clients from bookkeeping through tax planning and compliance filings is a significant advantage.
About Forefront Advisory
Forefront Advisory was built around a simple belief. Clients deserve more than a transactional tax relationship.
Our clients rely on us for thoughtful guidance, clear communication, and consistent support. We work with individuals, families, and business owners who value proactive advice and long-term relationships. Our goal is to provide the technical quality clients expect from a serious tax practice while maintaining the personal attention and accessibility they often feel is missing elsewhere.
Forefront Advisory also works closely with Forefront Wealth Planning, allowing clients to receive more coordinated guidance when tax planning intersects with retirement planning, investment decisions, business transitions, estate planning, and other important financial matters.
We are building a firm with high standards, strong client relationships, and a long-term vision.
Key Responsibilities
The Staff Accountant will be responsible for supporting the firm’s tax and accounting work, including:
Preparing individual and business tax returns, including partnerships, S corporations, and corporations
Reviewing client documentation, identifying missing information, and maintaining organized workpapers
Communicating with clients to gather information and answer routine tax-related questions
Using Lacerte and Canopy to manage tax preparation, workflow, document collection, and client information
Supporting business clients with bookkeeping, payroll, tax planning, and compliance filings when appropriate
Helping the firm manage deadlines during tax season and extension season
Collaborating with firm leadership and other team members to ensure client work is completed accurately and efficiently
Identifying clients who may benefit from financial planning or wealth management services and making appropriate introductions to the lead advisor at Forefront Wealth Planning
Required Experience and Qualifications
The ideal candidate will have:
4 to 7 years of experience in a busy tax or accounting environment
Experience preparing both individual and business tax returns
Strong working knowledge of federal and state tax preparation
Experience using Lacerte tax software
Experience using Canopy or a similar document management and workflow system
Bookkeeping experience, with the ability to support business clients from bookkeeping through tax planning and compliance filings, is a plus
Comfort communicating directly with clients
Strong attention to detail
The ability to manage multiple deadlines during high-volume periods
Good written and verbal communication skills
A professional, team-oriented approach
The ability to work independently after learning firm processes
CPA or EA designation is helpful but not required
Schedule and Work Environment
This is a full-time position based in our Clifton, NJ office.
The position requires in-office work during the firm’s busiest filing periods:
January through April 15
September 1 through October 15
Remote work during the off-season may be available over time based on performance, workflow, and firm needs.
Forefront Advisory also offers flexible summer hours when workflow allows. We recognize the demands of tax season and believe the slower parts of the year should provide more balance when possible.
Compensation
The salary range for this position is $65,000 to $75,000 per year, based on experience and expertise.
Additional income opportunities may be available through appropriate introductions to Forefront Wealth Planning.
Culture and Expectations
Forefront Advisory is a professional firm with a personal approach. We take the work seriously because clients rely on us during important moments in their financial lives.
We value accuracy, discretion, responsiveness, and ownership. We also value people who are practical, steady, and willing to help where needed. Tax work can be demanding, especially during peak seasons, but we believe a strong team makes the work more manageable and more rewarding.
This role is best suited for someone who wants to be part of a growing firm, build lasting client relationships, and contribute to a practice that is focused on quality, trust, and long-term client service.
How to Apply
Interested candidates should submit a resume and a brief note outlining their tax experience, the types of returns they have prepared, their bookkeeping experience, and their experience using Lacerte and Canopy.
Pay: $63,000.00 - $75,000.00 per year
Benefits:
Work Location: In person
