Tax CPA - Wealth Management & Advisory
AlphaHire · Oradell, NJ, United States
About The Role
We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This position is ideal for a tax professional who wants to build a career that extends beyond tax compliance into strategic tax planning, estate planning, retirement planning, and wealth management .
Working alongside experienced advisors, you'll gain exposure to sophisticated tax strategies while developing long-term relationships with a diverse client base. If you're passionate about helping clients make informed financial decisions and want to grow within a collaborative environment, we'd love to hear from you.
Responsibilities
- Prepare federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
- Assist with proactive tax planning, projections, and year-round advisory services.
- Research tax laws and regulations to provide accurate guidance and recommendations.
- Identify tax-saving opportunities and planning strategies for clients.
- Support trust, estate, and fiduciary tax planning engagements.
- Contribute to retirement planning, wealth management, and financial advisory initiatives.
- Participate in client meetings and help present tax planning recommendations.
- Build and maintain strong client relationships through responsive, high-quality service.
- Collaborate with senior tax professionals on complex tax and advisory engagements.
- Manage multiple client projects while meeting deadlines throughout the year.
- Prepare and maintain organized workpapers and supporting documentation.
- Assist with bookkeeping, accounting, and other advisory projects as needed.
- Stay current on changes in tax legislation and industry best practices.
Requirements
- Active CPA license required.
- 1–3+ years of experience in public accounting or tax.
- Experience preparing individual and business tax returns.
- Strong knowledge of federal and state tax regulations.
- Experience with partnerships, trusts, and estate taxation is highly preferred.
- Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
- Strong analytical, organizational, and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to develop strong client relationships and provide exceptional service.
- Comfortable managing multiple priorities in a deadline-driven environment.
- Willingness to work additional hours during peak tax seasons.
- Ability to work on-site in Oradell, New Jersey .
Benefits
- Competitive salary based on experience
- Performance-based bonus opportunities
- Comprehensive health benefits
- Retirement savings plan
- Paid time off and company holidays
- Continuing education and CPA development support
- Mentorship from experienced tax and financial advisory professionals
- Exposure to advanced tax, estate, and wealth planning strategies
- Direct client interaction and relationship-building opportunities
- Clear path for long-term career growth within the firm
This opportunity is perfect for a CPA who is looking to move beyond traditional tax preparation and develop into a trusted advisor, helping clients navigate tax, estate, retirement, and wealth planning while building a rewarding long-term career.
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