Top 1348 client advisor Jobs in mountain lakes nj

Director of U.S. Accounting Services
Cove Accounting —Boonton, NJ
- $120,000 - $150,000 a year
- Full-time
- Management
- CPA
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
9d
Wealth Management Trainee (NJ)
Bankers Life —Parsippany-Troy Hills, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Senior Insurance Defense Attorney (10 Years Experience)
Fishman McIntyre Levine Samanksy —East Hanover, NJ
- $150,000 - $275,000 a year
- Full-time
- Hybrid work
- In-person
- Senior level
- 10 years
- Health insurance
- 401(k)
Quick Apply
2d
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Director - Trust & Estate
PKF O'Connor Davies —Cranford, NJ
- $100,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
NJ Personal Lines Insurance Customer Service Rep
David M Hundertmark Agency Inc —Pompton Lakes, NJ
- $40,000 - $56,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
Quick Apply
Automotive Salesperson
Bridgewater Chevrolet —Bridgewater, NJ
- $75,000 - $200,000 a year
- Full-time
- Dealership
- Mid-level
- In-person
Quick Apply
Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply
Certified Financial Services, LLC —Paramus, NJ
- $2,000 - $4,000 a month
- Full-time
- Sales
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Landscape Client Representative
Borst Landscape & Design —Allendale, NJ
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Residential
- 3 years
- Health savings account
- Disability insurance
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Millburn, NJ
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Bridgewater, NJ
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
New York Life —Edison, NJ
- $85,000 - $150,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Phlebotomy - Phlebotomist Floater - 1st Shift
TalentBurst, Inc. —Clark, NJ
- Overtime
- 5 years
- High school diploma or GED
- Clinic
- Health insurance
- Dental insurance
Quick Apply
Eminent Domain / Condemnation Associate Attorney
Orion Placement —Roseland, NJ
- $120,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Financial Services Professional - Hybrid Remote (NJ)
Bankers Life —Parsippany-Troy Hills, NJ
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Latino Financial Advisor
Northwestern Mutual - Jersey City —Jersey City, NJ
- $79,000 - $240,000 a year
- Full-time
- Hybrid work
- Bilingual
- Management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Finance Manager
MOLEDAO PTE. LTD. —New York, NY
- Full-time
- Hybrid work
- Oracle
- 5 years
- Bachelor of Science
Account Manager, Surety
NFP Corp —Morristown, NJ
- $60,000 - $98,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Financial Services Professional Insurance and Retirement Planning Advisor
TANNJ —Cranford, NJ
- $77,000 - $167,000 a year
- Full-time
- Hybrid work
- Bilingual
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
Diagnostic Technician
Express Recalibrations —Bergen, NJ
- $55,000 - $70,000 a year
- Full-time
- 18 years or older
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply

I want to receive the latest job alert for client advisor in mountain lakes nj

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near mountain lakes nj

Director of U.S. Accounting Services

Cove Accounting
Boonton, NJ

Quick Apply

Job Details

Full-time | Contract
$120,000 - $150,000 a year
9 days ago

Benefits

Health insurance
Dental insurance
401(k)
Work from home
Vision insurance
Flexible schedule
Life insurance
Paid sick time

Qualifications

Accounting systems
Customer communication
CPA
Interpersonal skills
Public accounting
Upselling
State tax
Income tax planning
Accounting firm experience
QuickBooks
Legal compliance
Estate planning

Full Job Description

Job Overview
Cove Accounting is an integrated business advisory firm supporting domestic and international companies across corporate formation, bookkeeping, compliance, and legal services. We are building our U.S. Accounting & Tax vertical and are looking for the right person to lead it.

This is not a back-office accounting role. This is a founding practice leadership opportunity — designed for a highly motivated CPA who wants to stop maintaining someone else's book of business and start building their own.

The difference? We already have the clients. You bring the expertise and the ambition. We provide the infrastructure, the referral pipeline, and the brand.

Duties

Lead and manage the U.S. Accounting & Tax vertical as its founding Director
Serve as the primary client-facing advisor for domestic and foreign-owned U.S. businesses
Design and build accounting workflows, compliance systems, and onboarding frameworks from the ground up
Select and configure the technology stack — ERPs, tax software, automation tools — on your terms
Deliver high-level tax planning, multi-state compliance, M&A advisory, and estate structuring guidance
Partner with our sister firm The McHattie Law Firm on transactional and estate matters
Identify upsell and cross-referral opportunities across the Cove ecosystem
Grow and lead a supporting team as the client base scales

Qualifications

Active CPA license
4–8 years of public accounting experience at a regional or mid-tier firm
Demonstrated experience advising business owners on tax planning, entity structuring, and compliance
Strong multi-state tax and compliance knowledge
Excellent client communication skills — you can make complex tax issues clear and actionable for founders and executives
Ownership mentality — you build things, you don't just maintain them
Exposure to M&A due diligence, estate and trust tax, or high-net-worth advisory
Experience with foreign-owned U.S. entities, FIRPTA, or cross-border tax matters
Familiarity with NetSuite, QuickBooks Advanced, Xero, or similar platforms

Pay: $120,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid sick time
Vision insurance
Work from home

Application Question(s):

During the most recent tax season, what was the approximate volume of Form 1040s (individual), Form 1120/1120-S (corporate), and Form 1065 (partnership) returns that you personally prepared or reviewed? Please briefly detail your experience with multi-state filings and trust/estate compliance (Form 1041)
Describe the composition of the client portfolio you currently manage in public practice. What industries do they represent, what is their typical revenue size, and how do you handle their year-end tax projections and ongoing planning?
Can you share a specific example of a complex tax issue or audit where you directly represented a business or individual client as an advocate before the IRS or a State Department of Taxation? What was your approach to researching the issue and resolving the notice?

Work Location: Hybrid remote in Boonton, NJ 07005

Quick Apply

Refine Your Search

client advisor jobs in mountain lakes nj

Director of U.S. Accounting Services

Wealth Management Trainee (NJ)

Senior Insurance Defense Attorney (10 Years Experience)

Wealth Management Associate

Director - Trust & Estate

NJ Personal Lines Insurance Customer Service Rep

Automotive Salesperson

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

Landscape Client Representative

Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

Financial Advisor

Phlebotomy - Phlebotomist Floater - 1st Shift

Eminent Domain / Condemnation Associate Attorney

Financial Services Professional - Hybrid Remote (NJ)

Latino Financial Advisor

Senior Finance Manager

Account Manager, Surety

Financial Services Professional Insurance and Retirement Planning Advisor

Diagnostic Technician

I want to receive the latest job alert for client advisor in mountain lakes nj

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected