Top 729 Tax associate Jobs in Hawthorne Nj

Financial Associate Advisor - Wealth Management
TalentLink Solutions —Paramus, NJ
- $60,000 - $80,000 a year
- Full-time
- Microsoft Word
- Customer service
- Research
- Health insurance
Quick Apply
4d
Tax and Trust and Estates Associate (Full-Time ) ( Hybrid in either Florida, NJ, or NYC )
Career Developers —Hackensack, NJ
- $225,000 - $315,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
Quick Apply
9d
Senior Tax Associate - Technology
Aprio —Hackensack, NJ
- $98,500 - $133,500 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Profit sharing
- Wellness program
International Tax M&A Associate - Fall 2027
RSM —New York, NY
- $74,800 - $89,250 a year
- Full-time
- Writing skills
- Research
- US work authorization
2d
International Tax Business Associate - Fall 2027
RSM —New York, NY
- $74,800 - $89,250 a year
- Full-time
- Bachelor of Science
- Research
- GAAP
2d
Credits Incentives and Methods Tax Associate - Fall 2027
RSM —New York, NY
- $74,800 - $89,250 a year
- Full-time
- Bachelor of Science
- Research
- US work authorization
2d
Accounting Associate
Arrow Search Partners —New York, NY
- $120,000 - $160,000 a year
- CPA
- Mid-level
- Office
State and Local Tax Associate - (Fall 2027/Winter 2028)
RSM —New York, NY
- $74,800 - $89,250 a year
- Full-time
- Bachelor of Science
- Research
- Accounting
2d
Onboarding Accounting Associate
Aprio —Hackensack, NJ
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 3 years
- Bachelor's degree
- Profit sharing
- Wellness program
Pre-Season Tax Professional
H&R Block —West Orange, NJ
- $15.92 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Senior Tax Associate
CohnReznick —Parsippany-Troy Hills, NJ
- $85,000 - $140,000 a year
- Hybrid work
- Microsoft Excel
- CPA
- Office
- Paid time off
- Parental leave
Tax Associate
Marathon Asset Management, LP —New York, NY
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Commuter assistance
- Health savings account
Accountant Jr
Wind Turbine and Energy Cables —Hasbrouck Heights, NJ
- Full-time
- Mid-level
- Analysis skills
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Associate, Renewable Energy Tax
White & Case —New York, NY
- $225,000 - $260,000 a year
- Full-time
- English
- Analysis skills
- 2 years
- Disability insurance
- Health insurance
5d
Tax Senior Associate [Commercial Services Group]
CohnReznick —Parsippany-Troy Hills, NJ
- $85,000 - $140,000 a year
- Hybrid work
- Microsoft Outlook
- CPA
- Writing skills
- Paid time off
- Parental leave
9d
Tax Associate
Arrow Search Partners —New York, NY
- $150,000 - $175,000 a year
- CPA
- 5 years
- Research
Tax Senior Associate-(Private Client Services)
PKF O'Connor Davies —New York, NY
- $80,000 - $90,000 a year
- Hybrid work
- Management
- CPA
- Research
- Profit sharing
- Health savings account
Quick Apply
Associate Director, Tax-Hybrid Schedule
Columbia University —Manhattanville, NY
- $130,000 - $145,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Customer service
Associate - Tax Services
ASPIRIANT LLC —New York, NY
- $29.80 - $42.79 an hour
- Full-time
- Hybrid work
- Computer literacy
- Research
- Office
- Health insurance
- 401(k) matching
Quick Apply
Tax Senior Associate [C-corp]
CohnReznick —New York, NY
- $85,000 - $140,000 a year
- Hybrid work
- CPA
- Research
- Mid-level
- Paid time off
- Parental leave
12d

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Financial Associate Advisor - Wealth Management

TalentLink Solutions
Paramus, NJ

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year
4 days ago

Benefits

Health insurance

Qualifications

Customer communication
Research
Bachelor's degree

Full Job Description

We are a true comprehensive fee-based financial planning practice located in Paramus, NJ. Our clientele consists mainly of business owners, executives and retirees. We’ve grown significantly and are now a team of 14 supporting just over $1B in assets. We believe in the planning process and serve a meaningful purpose helping clients make the transition from working to retirement, as well as helping families sustain wealth over multiple generations. We are cohesive, collegial, fast-paced and fun, and we sincerely enjoy one another’s company. We have quite a bit of tenure within our team and we all commit to providing our clients with an extraordinarily high level of service.

We are seeking a driven and detail-focused Financial Associate Advisor who thrives in a collaborative, client-centered environment. As part of our dedicated financial planning team, you will build your technical mastery, provide support to our planners, and actively contribute to the advanced planning process. You will be responsible for anticipating advisor and client needs, solving problems as they arise, and ensuring all agreed-upon deliverables are completed accurately and on time. In addition, you will provide timely and precise support through research, plan development, meeting preparation, attendance and note-taking, reporting, analysis, and the accurate entry and maintenance of data within financial planning systems. Strong organization, attention to detail, and follow-up and follow-through skills are essential, as this role plays a key part in maintaining a seamless client experience.

This opportunity is ideal for individuals who are eager to be challenged, committed to ongoing professional growth, and interested in joining a firm that offers a clearly defined career path. With mentorship from an experienced advisory team, you will have the opportunity to deepen your financial planning expertise while building the skills necessary to progress into a client-facing planner role over time including a path to partnership.

General Responsibilities:

Create personalized proposals using proprietary templates, including drafting, editing, and assembling final deliverables
Debrief client meetings, gather required data, and assist in identifying gaps, issues, or planning opportunities through data review and analysis
Input and maintain client information within financial planning software (eMoney), ensuring accuracy and consistency across records
Support client onboarding into eMoney, including account aggregation setup, virtual vault organization, and coordination with outside advisors when appropriate
Scan, organize, and maintain client documents within virtual vaults and internal folders, ensuring proper organization and compliance standards are met
Prepare and process planning agreements, disclosures, and related payment workflows using AdvicePay, while maintaining the client planning fee log
Develop, update, and maintain planning templates to ensure accuracy, compliance, and relevance in a continuously evolving regulatory and planning environment
Assist in the creation and delivery of comprehensive financial plans, including updating client data, building supporting documentation, and assembling final deliverables across Word, Excel, PowerPoint, and planning systems
Support annual tax summary reporting for select clients, including compilation of documentation, delivery to clients and accountants, and proper archiving in client vaults
Participate in weekly practice management meetings and ongoing training initiatives, including internal meetings, industry education, and professional development opportunities (in-person, virtual, and off-site)

Qualifications:

Bachelor’s degree required, preferably in finance, financial planning, or a related field
0-3 years of experience in the wealth management industry
Genuine interest in financial planning and a desire to develop both the technical expertise and emotional intelligence necessary to be successful within the wealth management industry
Ability to obtain SIE, Series 7, Series 66, and Life & Health insurance licenses within the first year, with CFP certification progression beginning in year two
Strong work ethic with a positive, can-do attitude, a high level of personal accountability, and a consistent focus on meeting deadlines
Collaborative team player committed to delivering exceptional client service and ensuring a high standard of customer satisfaction
Excellent written, verbal, listening, and interpersonal communication skills, with the ability to engage effectively across clients and team members
Highly organized with strong attention to detail, particularly in managing complex workflows, documentation, and process-driven work
Ability to prioritize effectively, manage multiple responsibilities, and complete work accurately within time-sensitive deadlines
Self-motivated and capable of working independently in a fast-paced environment while maintaining consistency and follow-through
Demonstrates intellectual curiosity, a willingness to learn, and an interest in staying current with technology and industry trends
Operates with uncompromising integrity and professionalism in all interactions and responsibilities

Pay: $60,000.00 - $80,000.00 per year

Benefits:

Health insurance

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in hawthorne nj

Financial Associate Advisor - Wealth Management

Tax and Trust and Estates Associate (Full-Time ) ( Hybrid in either Florida, NJ, or NYC )

Senior Tax Associate - Technology

International Tax M&A Associate - Fall 2027

International Tax Business Associate - Fall 2027

Credits Incentives and Methods Tax Associate - Fall 2027

Accounting Associate

State and Local Tax Associate - (Fall 2027/Winter 2028)

Onboarding Accounting Associate

Pre-Season Tax Professional

Senior Tax Associate

Tax Associate

Accountant Jr

Associate, Renewable Energy Tax

Tax Senior Associate [Commercial Services Group]

Tax Associate

Tax Senior Associate-(Private Client Services)

Associate Director, Tax-Hybrid Schedule

Associate - Tax Services

Tax Senior Associate [C-corp]

I want to receive the latest job alert for tax associate in hawthorne nj

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