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Valley National is Hiring!

September 22, 2015 | Weekly Commentary

Valley National is growing and we are searching for the right individual for a full time, year round position. We need your help. If you know someone who fits the description below, please forward this to them and ask him or her to apply online or contact us directly.

Valley National Financial Advisors is seeking an experienced tax professional to serve in a dual role as senior tax preparer and financial planning specialist. Responsible for income tax preparation for individuals and companies in addition to year-round tax planning and financial analysis, recommendations and calculations. Must be able to work independently as well as in conjunction with Financial Advisors to serve our clients.

The professional in this role: Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations. Ensures our clients receive fast, accurate, professional services, with the best possible outcome for the tax challenges they face or the ongoing services they need.

Qualifications / Desired Skills:

  • 5 years of direct 1040 tax preparation and review experience, preferably for a high-volume, reputable tax firm
  • 3-5 years of experience in financial analysis, including tax planning recommendations and calculations.
  • CPA or EA designation, or currently pursuing
  • Extensive knowledge of Federal, state and local PA tax rules and regulations
  • Understanding of investments and cash-flow projections.
  • Strong candidates will be well versed in working with the following…
    • ProSystems / CCH Axcess
    • Adobe Acrobat (PDF documents)
    • Microsoft Word, Excel, Outlook
    • IntelliConnect familiarity and SurePrep experience, a plus
    • NaviPlan (desired – or other financial planning software experience, a plus)
  • Candidates MUST have an ability to work independently and work alongside other financial planning professions to make an impact for clients and the firm.
  • Candidates should desire to use their strong tax knowledge to expand their career to include individual financial planning/forecasting.

Primary responsibilities:

  • Preparation and filing of tax returns for clients (individual and small business).
  • Daily client interaction as required to complete client tax returns, and assist clients with tax related notices and audits.
  • Updating software to include all high priority cases and managing tasks effectively through software.
  • Updating client information and status in both the tax software and client management system.
  • Responding to problems, interfacing with appropriate key people and departmental personnel so that client needs will be handled correctly and promptly.
  • Work alongside Financial Advisors to perform client tax projections, year-end calculations, and ad hoc tax projects.
  • Master financial software and learn to input key data points quickly and efficiently.
  • Assist Financial Advisors and other tax preparers with tax extensions post 4/15.
  • Draft specific tax recommendation as part of the client financial planning process.
  • Research complex tax items via IntelliConnect.
  • Master specific tax software systems, in order to help train and mentor new tax preparers.
  • At times, meet with prospects/clients to gather data for planning projections.

Salary exempt classification. Salary based on experience. Full benefits, including 401(k), paid time off, paid vacation, health insurance, dental, vision, life insurance, long-term disability.