Valley National Group, Inc. is seeking a full-time tax accountant.
Our work environment is close-knit and team-oriented, giving the right candidate the chance to work alongside people who are passionate about serving our clients and our community.
ESSENTIAL DUTIES / RESPONSIBILITIES
Prepare and/or review individual and trust tax returns for high net worth clients.
Assist financial advisors with income tax analysis and research.
Prepare financial roadmap illustrations and recommendations.
Assist with training and mentoring the junior preparers as well as in-house training sessions.
QUALIFICATIONS / REQUIREMENTS
EA or CPA licensed with 5-10 years of personal income tax preparation, review, and leadership experience.
Experience preparing 1040s, PA, NJ, and NY state returns, estate, gift tax, and trust returns.
Knowledge of wealth management and financial planning, desired.
Good communication (verbal and written), organization and analytical skills are a must.
Organized, with a strong attention to detail.
High standards for client service and confidentiality.
Ability to manage and effectively prioritize multiple projects and deadlines.
About Valley National Group, Inc.
Since 1985, Valley National Financial Advisors has remained true to its mission of enabling people and organizations to meet their long-term financial goals. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping those relationships personal and consistent.
Modern financial lives have become so complex. Valley National strives to simplify our clients’ lives by handling many of the problems that can arise and by giving them advice in as many areas as possible.
Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to industry technology, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Our one-stop service model makes it easy for clients to rely on their advisor to address questions about everything from inflation to purchasing a car. Valley National’s team is backed by many years of experience and a commitment to ongoing professional development.
We don’t just want to know t...he numbers. We want to know you. Your advisor will partner with you to address all the decisions that affect you as you go through life. All of us at Valley National look forward to using our tools and resources to support you in a relationship that is built on mutual respect and understanding.
Thomas M. Riddle, CPA, CFP®
OUR PLANNING PHILOSOPHY
The one-on-one relationship that each of our clients forms with their individual advisor is based on communication, respect, and understanding. That relationship is enhanced by skilled support teams, behind-the-scenes technology, and professional connections with your other trusted advisers. The bottom line is, we are there when you need us.
Secure, timely, and personalized information accessible from wherever you are, whenever you need, is something we have all come to expect in our technology-driven lives. While we do provide this kind of access for our clients, we also remember that communication requires an exchange of ideas with another human being you can trust and rely on to understand what you need and how you feel.
Aligning your current and future financial decisions so that you may successfully meet your long-term financial goals is a process. This process needs to be flexible enough to change. It must take into account variables that might impact your goals during the course of the plan. A Valley National advisor can help you navigate life’s twists and turns to keep you on track for the long term.