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Nancy E. Novak

Nancy E. Novak, CPANancy E. Novak, CPA
Senior Manager
(973) 994-9494 ext. 193

Nancy Novak is a Senior Manager in the SobelCo Tax Department, having joined the firm in 2019 after establishing a strong reputation previously gained working at some of the state’s most well-regarded professional service firms. Her diverse career experiences included pursuing roles at both law firms and certified public accounting firms, where she developed her expertise in the areas of tax compliance and planning for estates, trusts, gifts, and high net worth individuals.  

Nancy brings a distinguished combination of tax and business skills to every client engagement.  She understands the complexities of estate and wealth preservation, and the necessity of proper tax planning and compliance. With both technical expertise and compassion, she is focused on assisting her clients with the challenges many face through the administration of an estate.  Nancy’s experience in this area also includes fiduciary accountings and litigation support.

Her ability to develop and maintain relationships through the application of a proactive approach, offering insights, advice, and suggestions for the firm’s clients sets her apart from many tax professionals. Clients appreciate her hands-on advice, knowing that they are being well-treated and at the same time they have access to the best possible tax strategies.

Credentials and Professional Associations

  • Certified Public Accountant in the State of New Jersey
  • Member of the New Jersey Society of Certified Public Accountants
  • Member of the American Institute of Certified Public Accountants

Education

  • Masters in Taxation, Rutgers University
  • Bachelor of Science in Accounting, William Paterson University; Magnum Cum Laude, National Dean’s List