Tax CPA - Wealth Management & Advisory
About The Position
We are seeking a Certified Public Accountant (CPA) to join a growing tax and advisory practice serving individuals, business owners, partnerships, trusts, and estates. This role is ideal for a CPA who wants to build on their tax experience while developing expertise in tax planning, estate and trust matters, retirement planning, and wealth management. The ideal candidate has 1–3+ years of public accounting or tax experience, strong hands-on tax preparation skills, and an interest in developing into a client-facing advisor. You will work closely with experienced tax and financial professionals while gaining exposure to increasingly complex planning and advisory engagements. This is an excellent opportunity for a CPA seeking a long-term career that combines technical tax expertise with financial planning and relationship-driven advisory work.
Requirements
- Active CPA license required.
- 1–3+ years of public accounting, tax, or closely related experience.
- Hands-on experience preparing individual and business income tax returns.
- Experience with partnership, trust, and estate taxation is strongly preferred.
- Solid understanding of federal and state tax regulations and compliance requirements.
- Strong interest in tax planning, estate planning, retirement planning, financial planning, and wealth management.
- Desire to grow beyond tax compliance into a broader client advisory role.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills with the ability to interact professionally with clients.
- Ability to manage multiple engagements and competing deadlines, particularly during tax season.
- Willingness to work additional hours during peak filing periods.
- Ability to work on-site in Oradell, New Jersey.
Nice To Haves
- Experience with partnership, trust, and estate taxation is strongly preferred.
Responsibilities
- Prepare federal and state tax returns for individuals, businesses, partnerships, trusts, and estates.
- Assist with year-round tax planning, projections, and tax-saving strategies.
- Support estate, trust, retirement, wealth management, and financial planning engagements.
- Participate in client meetings to discuss tax matters, financial goals, planning opportunities, and recommendations.
- Research federal and state tax laws and apply findings to client-specific situations.
- Identify tax-saving and financial planning opportunities for individuals and business owners.
- Assist with trust and estate taxation and related planning matters.
- Collaborate with senior tax, accounting, and advisory professionals on complex engagements.
- Manage assigned client engagements, deliverables, and deadlines throughout the year.
- Maintain accurate workpapers, client records, and supporting documentation.
- Build strong client relationships through professional, responsive communication.
- Provide accounting, bookkeeping, and related advisory support as needed.
- Stay current on changes to tax laws, regulations, and relevant financial planning strategies.
Benefits
- Competitive salary based on experience.
- Performance-based bonus opportunities.
- Health insurance and comprehensive company-sponsored benefits.
- Retirement savings plan.
- Paid time off and company holidays.
- Continuing education and professional development support.
- Direct mentorship from experienced tax and advisory professionals.
- Hands-on exposure to tax planning, estate and trust planning, retirement planning, and wealth management.
- Opportunity to build direct, long-term client relationships.
- Strong potential for career advancement within tax and advisory services.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
