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 business owners, delivering tax compliance, planning, and resolution services. The role also supports the development of junior team members and works directly with the firm’s founder.
What You Will Own in Year One
A book of individual and business clients, including Forms 1040, 1120-S, and 1065 and related state filings, delivered accurately and on time
Bookkeeping and accounting support for urgent client matters during tax season, including account reconciliations and adjusting entries, so that returns can be prepared on schedule
Review of financial statements and bookkeeping work prepared by our junior staff, with clear feedback that prevents recurring errors
Review of tax returns prepared by junior team members
Tax planning for your clients, including a year-end planning meeting with each applicable client and written recommendations they can act upon
Management of IRS and state notices from initial correspondence through resolution, including installment agreements and penalty abatements
Completion of reviews within 3 days and delivery of returns to clients within 2 weeks
Coaching of junior team members to identify planning opportunities as they prepare returns
How You Will Work
You are expected to manage your own pipeline, raise concerns well ahead of deadlines, and ask for support early
Busy season (January through April, plus extension deadlines) is demanding, and we plan workloads so that hours remain sustainable
Requirements
Qualifications and Requirements
Required
An active CPA or EA license in good standing
A minimum of 4 to 6 years of accounting experience within a CPA firm
Strong, hands-on experience in tax planning and tax preparation
Strong technical accounting skills, including a thorough understanding of adjusting entries and the preparation of accurate financial statements
Expert-level proficiency in QuickBooks Online
Must be located in the United States
Available during Eastern Time business Core hours
Experience in client-facing work is a plus
Benefits
Compensation and Growth This is not a dead-end staff position. You will help build a firm alongside its owner, in a culture that values quality over quantity. We focus on delivering excellent work for the right clients rather than pursuing volume.
Total Compensation
Base salary of $80,000 to $100,000 per year (USD), commensurate with experience
Monthly health insurance stipend
Employer SIMPLE IRA contribution
Internet reimbursement and a home office setup budget
Flexibility and Balance
Fully remote work
10 days of paid time off in your first year, increasing with seniority
7 paid holidays
Investment in You
Annual CE allowance
Direct mentorship from the firm’s owner
Culture
A collaborative, flat environment with direct access to the owner
Modern cloud-based software and technology

Veritas Planning Advisors - CPA jobs

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