Overview
Financial Futures LLC is a fee-only fiduciary financial planning and investment management firm with a strong focus on tax planning, located in Monmouth County, New Jersey and serving clients nationwide. The firm is dedicated to helping clients achieve their financial goals through tax-focused wealth management. Financial Futures aims to provide clients with peace of mind by offering clear, unbiased guidance on ongoing financial decisions as their lives and families evolve. The team prioritizes client education, working to improve understanding of financial markets and long-term planning. This mission-driven environment emphasizes trust, transparency, and client-centered service.
The Tax Director is a full-time, on-site role based in Brielle, NJ. This role is responsible for preparing individual and business tax returns, tax projections, and ensuring accurate and timely tax compliance for clients. The Tax Director will analyze complex tax situations, develop tax-efficient strategies, and collaborate with financial planners to integrate tax planning into broader financial plans. Daily responsibilities may include reviewing tax documents, monitoring changes in tax law, advising on year-round tax strategies, and responding to IRS or state inquiries as needed. The client-facing role also involves maintaining thorough documentation, collaborating with team members on tax matters, and helping refine internal tax processes and standards.
Qualifications
- Strong tax compliance and tax preparation skills, including experience preparing and reviewing individual and business returns.
- Comprehensive knowledge of tax, tax law, and related regulations, with the ability to interpret and apply changes in legislation.
- Solid accounting foundation and familiarity with accounting principles, financial statements, and tax-related accounting entries.
- Proficiency with tax preparation and accounting software, and strong Excel skills.
- Detail-oriented, analytical mindset with the ability to manage multiple client engagements and deadlines.
- Excellent written and verbal communication skills, with the ability to explain complex tax concepts in clear, accessible language.
- Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent credential strongly preferred.
- Five years of tax preparation experience with both individuals and businesses.
- Commitment to ethical standards, fiduciary responsibility, and client-centered service.
What We Offer
- Flexible schedule & competitive pay commensurate with experience
- Company 401(K) with match after 1 year of service
- Healthcare insurance supplement
- Supportive and collaborative office environment
- Ability to create a schedule that works for your life and family commitments
- Opportunity to work closely with financial planning professionals and high-quality clients
- Meaningful client relationships without the pressure-cooker culture of large firms
This role is especially well-suited for an experienced tax professional looking for a workforce with flexibility, while continuing to do sophisticated and rewarding client work.
Pay: $95,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Flexible schedule
- Paid sick time
- Paid time off
Experience:
- tax preparation: 5 years (Required)
License/Certification:
- CPA (Preferred)
- Enrolled Agent (Preferred)
Ability to Commute:
- Brielle, NJ 08730 (Required)
Work Location: In person
