Tax CPA - Wealth Management & Advisory
About The Position
A licensed CPA will join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. The role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services. The CPA will work with clients and senior team members on tax engagements and client-specific financial strategies, while managing multiple engagements, filing deadlines, and deliverables throughout the year. The position is on-site in Oradell, New Jersey, and may require extended hours during tax season.
Requirements
- Active CPA license.
- 1–3+ years of experience in public accounting, tax preparation, or a related advisory role.
- Hands-on experience preparing and reviewing individual and business tax returns.
- Strong knowledge of federal and state tax regulations and compliance requirements.
- Interest in tax planning, estate strategies, and wealth advisory services.
- Excellent tax research, analytical, and problem-solving skills.
- Strong attention to detail and ability to interpret complex financial information.
- Excellent communication skills and ability to explain tax concepts to clients.
- Ability to build trusted client relationships and manage multiple deadlines.
- Willingness to work extended hours during tax season.
- Ability to work on-site in Oradell, New Jersey.
Nice To Haves
- Experience with partnership, trust, estate, and fiduciary taxation is strongly preferred.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
- Develop tax projections, quarterly estimated tax plans, and strategies to minimize clients’ tax liabilities.
- Analyze financial records to identify tax-saving opportunities and improve tax efficiency.
- Research tax laws, regulations, and legislative updates to provide accurate guidance.
- Handle tax compliance and planning for trusts, estates, fiduciary arrangements, and related entities.
- Advise clients on retirement planning, business succession, estate transfers, and wealth preservation.
- Meet with clients to explain tax matters and recommend practical financial strategies.
- Build long-term client relationships through ongoing tax planning and advisory services.
- Review tax returns, workpapers, supporting schedules, and financial documentation for accuracy and compliance.
- Collaborate with senior team members on complex tax engagements and client-specific strategies.
- Manage multiple client engagements, filing deadlines, and deliverables throughout the year.
- Identify opportunities to enhance client service and expand advisory relationships.
Benefits
- Competitive compensation based on experience.
- Performance-based bonus opportunities.
- Health, dental, and vision insurance.
- 401(k) with company contribution.
- Paid time off and company holidays.
- Continuing education and professional development.
- CPA education support and technical training.
- Mentorship from experienced tax and advisory professionals.
- Exposure to complex tax, estate, retirement, and wealth-planning strategies.
- Opportunities for long-term career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
