Top 48 Tax associate Jobs in Wall Nj

Lead Planner - Certified Financial Planner
Zynergy Retirement Planning —Red Bank, NJ
- From $130,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Levine, Furman & Rubin, LLC —Morganville, NJ
- $120,000 - $170,000 a year
- Email
- US work authorization
- Organizational skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Staff Accountant
Confidential —Red Bank, NJ
- $58,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
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Tax Associate
H&R Block —Township of Howell, NJ
- $16.65 - $20.55 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
5d
Collateral Management Senior Tax & Insurance Associate
OceanFirst Bank —Toms River, NJ
- Computer literacy
- Mid-level
- Office
Accounting Clerk
ABC 123 —Red Bank, NJ
- $50,000 - $60,000 a year
- Full-time
- Microsoft Word
- Management
- CPA
- 401(k)
Quick Apply
Accounting Clerk
Future Stark —Red Bank, NJ
- $60,000 - $80,000 a year
- Part-time
- Microsoft Word
- Management
- CPA
- 401(k)
Quick Apply
Pre-Season Tax Professional
H&R Block —Township of Howell, NJ
- $15.92 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Accounting Clerk
Be Creative Industries —Red Bank, NJ
- $50,000 - $60,000 a year
- Full-time
- Microsoft Word
- Management
- CPA
- 401(k)
Quick Apply
Gift & Estate Valuation Associate
WithumSmith+Brown —Red Bank, NJ
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
11d
Retirement Planning Consultant - Toms River, NJ
Corebridge —Neptune City, NJ
- $60,000 - $70,000 a year
- Email
- Spanish
- Mid-level
- High school diploma or GED
- Wellness program
- Health insurance
Tax Manager (NorthEast)
Mercer Advisors —Marlboro, NJ
- $110,000 - $145,000 a year
- Weekends as needed
- Hybrid work
- CPA
- 5 years
- Research
- Paid parental leave
- Health savings account
Quick Apply
Lead Advisor
CSI Group —Township of Wall, NJ
- $75,000 a year
- Full-time
- 5 years
- Office
- Finance
Quick Apply
Associate Director - DAS/MUM/4498 - Deal Value Creation
BDO India —Deal, NJ
- Mid-level
- 2 years
Manager-Machinery & Equipment: Valuation
Marshall & Stevens Inc —Cranbury, NJ
- Full-time
- Travel
- US work authorization
- Warehouse
Quick Apply
Dealership Accounting Coordinator
Circle BMW —Eatontown, NJ
- $20 - $23 an hour
- Urgently hiring
- Background check
- Pass drug screening
- Office
- Paid holidays
- Health insurance
Quick Apply
1d
Administrative Assistant - Payroll Coordinator
Middlesex County Magnet Schools —East Brunswick, NJ
- $45,604 - $61,356 a year
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Bookkeeper
Agile Business Accounting —Old Bridge, NJ
- $22 - $27 an hour
- Full-time
- Spanish
- 5 years
- English
- Paid holidays
- Paid sick time
Quick Apply
Tax Professional - Franchise Location
H&R Block —Toms River, NJ
- $16 - $17 an hour
- Full-time
- CPA
- Sales
- 5 years
1d

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Atrium —Neptune City, NJ
Bachelor's degree in Accounting, Finance, or a related field is preferred. Perform three-way matching of invoices, purchase orders, and receiving documents.
$30 an hour
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Lead Generation Specialist Home Improvement
Bath Planet —Toms River, NJ
Regularly interact & answer questions from online & social media prospects. Follow up with existing customers and “work the neighborhood” to develop reviews,…
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Assistant Manager, Financial Administration - Retail Alternatives
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in accounting, finance, economics, business, or related field. This role also supports the preparation, coordination, and filing of SEC…
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Tax Administrator I
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in business administration, tax, accounting, finance, or related field. Researches and analyzes federal and state tax laws and regulations,…
$50,000 - $55,000 a year
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tax associate jobs near wall nj

Lead Planner - Certified Financial Planner

Zynergy Retirement Planning
Red Bank, NJ

Quick Apply

Job Details

Full-time
From $130,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance

Qualifications

Estate planning needs analysis
Financial planning software
Customer relationship building
CFP
Income tax planning
Customer inquiry handling
Bachelor's degree
Financial concepts
Computer skills
Investment risk management
Estate planning
Retirement planning advisory services

Full Job Description

We are looking for a Certified Financial Planner to learn our planning process and help support our members (clients) and planning team. We are a fee-only fiduciary who specializes in helping people with more than $3 million simplify retirement complexity with a focus on coordinating investments, taxes and legacy planning.

Zynergy is rooted in purpose, collaboration, and accountability. We hold ourselves to a high standard while working together towards shared success. Above all, we operate as a top-performing tea, celebrating wins together and taking responsibility for the impact we have on each other and those we serve.

Position Overview

As a Lead Planner, you play a central and valued role in the lives of our members (clients). You’ll spend more than 60% of your time with the individuals and families you serve, building meaningful relationships, understanding what matters most to them, and guiding them toward the financial future they envision.

In this role, you will create comprehensive financial plans, manage portfolios, lead member relationships, learn to close prospective clients and provide ongoing advice that adapts as member needs, goals, and market conditions evolve. Your commitment to personal connection and high-quality service helps members feel confident, supported, and truly understood.

While you will work with members on your own, we do work as a team. You will be supporting the Senior Planner on their member relationships and train/mentor our associate planner.

These positions may cultivate new member referrals through offering a high-level of service to existing members, but they are not required to develop new member relationships through business development and/or marketing channels. You will be responsible for leading prospective member meetings using our firm’s process.

To thrive here, you will be ready to work with members from day one and will bring strong communication skills, analytical thinking, and a genuine passion for helping people make smart, values-aligned financial decisions.

Responsibilities include:

Conduct Regular Member Meetings: Schedule and hold annual/semiannual review meetings to review and discuss changes in member situations.
Educate Members: Explain complex financial concepts in understandable terms to help members make informed decisions.
Respond to Member Inquiries: Address members questions and concerns promptly, providing accurate and helpful information
Develop Customized Financial Plans: Create tailored financial strategies that align with members short-term and long-term goals.
Provide Investment Advice: Recommend appropriate investment options based on members objectives and risk profiles.
Monitor and Review Portfolios: Regularly review and adjust members investment portfolios to ensure they remain aligned with their goals and market conditions.
Financial Planning: Help members plan by assessing needs, recommending solutions, and creating financial strategies in all key areas, including Cash Flow, Budgeting, Retirement Planning, Investments, Estate Planning, Tax Planning, Education Planning, and Risk Management.
Collaborate with Other Professionals: Work with tax advisors, estate planners, and other financial professionals to provide comprehensive advice.
Support Senior Planners: Assist in behind the scenes planning work and sit in on any meetings with member that will be transitioned to you.
Train Junior Planners: Assist in the training of planners’ junior to your role.

Skills and knowledge requirements:

Financial Expertise: In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Analytical Skills: Strong ability to analyze financial data, assess risk, and develop effective financial strategies.
Communication Skills: Excellent verbal and written communication abilities to explain complex financial concepts clearly to members.
Interpersonal Skills: Strong relationship-building skills to establish trust and rapport with members, understanding their needs and goals.
Problem-Solving Skills: Ability to identify financial issues and develop creative solutions tailored to members' unique situations.
Technological Proficiency: Familiarity with financial planning software, investment platforms, and other technology tools to enhance efficiency and service quality. At Zynergy we use Salesforce, eMoney, and Orion/Eclipse. Previous experience with these platforms would be useful, but is not required.

Experience and education requirements:

Certifications: CFP Designation
Education: Bachelor’s degree required. Degree in accounting, finance, business administration or relevant field; additional professional certifications are a plus.
Experience: 10+ years of experience in financial planning or advisory roles, with a proven track record of working directly with clients.
Skills Development: Enhanced expertise in specific areas such as retirement planning, tax strategy, or estate planning.

Benefits:

Salary ranges from $130,000 - $160,000 depending on experience. Additional incentive pool paid out quarterly based on company performance.
401(k)
401(k) match
Employee discount on services
Dental insurance
Health insurance
Vision insurance
Life insurance
Paid time off
Professional development assistance
Monday & Friday work from home with the exception of meeting seasons (September & February)
Off Fridays Memorial Day – Labor Day and November – December

Job Type: Full-time

Pay: From $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Planning: 10 years (Required)

License/Certification:

CFP (Required)

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in wall nj

Lead Planner - Certified Financial Planner

Associate Attorney

Staff Accountant

Tax Associate

Collateral Management Senior Tax & Insurance Associate

Accounting Clerk

Accounting Clerk

Pre-Season Tax Professional

Accounting Clerk

Gift & Estate Valuation Associate

Retirement Planning Consultant - Toms River, NJ

Tax Manager (NorthEast)

Lead Advisor

Associate Director - DAS/MUM/4498 - Deal Value Creation

Manager-Machinery & Equipment: Valuation

Dealership Accounting Coordinator

Administrative Assistant - Payroll Coordinator

Bookkeeper

Tax Professional - Franchise Location

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