Join Our Team – Careers at Valley National

AVAILABLE POSITIONS

Senior Tax Accountant
Valley National Group, Inc. is seeking a full-time tax accountant.

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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

  • 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.
/ APPLY NOW

Director of Tax Services
Valley National Group, Inc. is seeking a full-time tax leader to run all aspects of Valley National Services to ensure our CPA business continues to be scalable, profitable, and compliant as part of a larger operation.

This position includes a significant amount of income tax preparation during tax season and throughout the year.

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ESSENTIAL DUTIES / RESPONSIBILITIES

  • Manage all aspects of VNS, including staffing, management, technology, and tax season.
  • Prepare and/or review individual and trust tax returns for high net worth clients.
  • Assist financial advisors with income tax analysis and research.
  • Work with the CEO to integrate VNS and tax preparation within the long-term strategic plan.
  • Oversee entire CPA practice; keeping integrated with other areas of the business.

QUALIFICATIONS / REQUIREMENTS

  • CPA licensed with 10-15 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.
/ APPLY NOW

Valley National Financial Advisors is always looking to grow our team of financial professionals. If you are interested in learning about careers with our firm, please fill out the form below and we will contact you.
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