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Tax CPA - Wealth Management & Advisory

AlphaHire · Oradell, NJ, United States

AccountingExternal listingfull-time9 days ago

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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