The Alta Group

02/18/2025

In early January I joined my best friend, his son (my Godson) and a couple of his friends on a ski weekend in VT. They all just graduated from Business School in May, were teammates on the college’s baseball team and now real life is starting.

01/02/2025

As the new year begins, it's the perfect time to reflect on the past, celebrate achievements, and prepare for the challenges and opportunities ahead. For businesses, the end of the year marks a critical period for revie...

11/12/2024

NJCPA Helping Neighbors

08/27/2024

Conquering Negative Thoughts and Self-Doubt

June 25, 2024 Recently the subject of negative thoughts and self-doubt has come up quite a bit. Conversations with friends and business acquaintances, on social media feeds and, as an entrepreneur, it’s something that I have experienced.

07/22/2024

Keys to Attracting Young Accounting & Finance Professionals

In the ever-evolving landscape of accounting and finance, attracting and retaining young talent is a strategic imperative for organizations aiming to stay ahead. Young professionals in the accounting and finance field of...

06/25/2024

Recently the subject of negative thoughts and self-doubt has come up quite a bit.  Conversations with friends and business acquaintances, on social media feeds and, as an entrepreneur, it’s something that I have experien...

03/11/2024

Importance of Time Off
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06/08/2022

Post a review to our profile on Google

09/16/2021

Senior Associate Wealth & Asset Management

Great opportunity for a driven entrepreneurial minded professional to join an established, nationally recognized fee based private wealth management firm with essentially unlimited earning potential and no sales/cold calling. Our client has successfully combined tax planning and wealth management strategy services, developing relationships as a trusted adviser to high net worth clients for decades. They are seeking a professional with at least 3 years of personal financial planning experience or CPA/tax experience with a desire to transition into a role combining wealth planning and tax strategy, along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

Develop relationships with clients acting as their trusted adviser on all wealth management, estate and tax planning issues.
Interview clients to develop a deep understanding of their overall financial makeup and goals in order to develop a comprehensive tax and wealth management strategy.
Partner with the wealth management team to develop wealth management strategies
Assist in the development and presentation to clients of wealth management strategies and portfolio allocation
Lead communications with both clients, and federal (IRS), state and local tax officials.
Network and develop relationships to promote firm awareness and drive practice growth.
What you can expect:

The satisfaction of developing long lasting client relationships and enabling clients to achieve their financial goals
A cohesive, supportive team culture along with extensive in-house and external training and education
Tremendous career/professional growth potential, essentially unlimited earning potential
An exciting, fast paced entrepreneurial environment
What's required:

A CFP or desire to pursue 3+ years of related personal financial planning experience or CPA track and 3 + years of individual tax compliance and planning with a desire to incorporate wealth management planning into your career path

Strong presentation and communication skills

CFP and Series 65 or willingness to obtain both

Strong Microsoft Office/Excel, Power Point required, Emoney and Morningstar Office preferred

A desire to develop new relationships and help grow the firm

Prior wealth management, estate and trust experience is helpful but not required

09/16/2021

Senior Tax Associate

Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a leading regional firm that that has successfully provided combined tax planning and wealth management strategy developing relationships as a trusted adviser to high net worth clients for decades. They are seeking a CPA/CPA track professional with at least 3 years of accounting, tax compliance, planning and strategy experience along with strong interpersonal skills and a client service skill set to join their growing practice.

What you will do:

Develop relationships with firm clients acting as their trusted adviser on all accounting, tax compliance, planning and wealth management issues.
Interview clients to develop a deep understanding of of their overall financial makeup and goals in order to develop a comprehensive tax and wealth management strategy.
Partner with the firm's wealth management team to develop and combine wealth management and tax strategies
Lead and develop junior team members
Lead communications with both clients, and federal (IRS), state and local tax officials.
Network and develop relationships to promote firm awareness and drive practice growth.
What you can expect:

The satisfaction of developing long lasting client relationships and enabling clients to achieve their financial goals
A cohesive, supportive team culture and flexible work environment
Tremendous career/professional growth potential
An entrepreneurial environment with true partnership potential and business development training
What's required:

A CPA or parts and 3-5 years of related tax compliance and planning experience for high net worth individuals and small and medium sized businesses
Strong presentation and communication skills
A desire to develop new relationships and help grow the firm