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Veritas Planning Advisors - CPA

Remote Senior Tax Accountant / Tax Advisor (CPA or EA)

Finance
1 week, 1 day ago

About Veritas Planning Advisors Veritas Planning Advisors is a New Jersey-based CPA firm serving business owners, high-income professionals, real estate investors, and multi-entity entrepreneurs. The firm is evolving from a compliance-focused practice into one that integrates tax planning with financial planning, and we are seeking a senior tax professional who wishes to help shape that growth. About the Role The Senior Tax Accountant / Tax Advisor serves as a trusted advisor to individuals and…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

  • Strong understanding of accounting principles and financial reporting.
  • Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
  • High level of accuracy and attention to detail in financial calculations.
  • Ability to manage multiple deadlines in a fast-paced environment.
  • Strong ethical standards and understanding of regulatory compliance.
  • Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.

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