Tax CPA - Wealth Management & Advisory

AlphaX•Oradell, NJ

2d•Onsite

About The Position

We’re seeking a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role combines tax compliance with strategic planning, offering opportunities to advise clients on tax efficiency, estate planning, retirement, and long-term wealth preservation.

Requirements

Active CPA license required.
1–3+ years of experience in public accounting, tax services, or a related advisory role.
Hands-on experience preparing and reviewing individual and business tax returns.
Strong understanding of federal and state tax laws, reporting standards, and compliance requirements.
Interest in tax strategy, estate planning, and wealth management.
Excellent research, analytical, and problem-solving skills.
Strong attention to detail and ability to analyze complex financial information.
Excellent communication and interpersonal skills, including the ability to explain technical tax matters to clients.
Ability to build client trust, manage competing priorities, and meet strict deadlines.
Ability to work on-site in Oradell, NJ.

Nice To Haves

Knowledge of partnership, trust, estate, and fiduciary taxation is strongly preferred.

Responsibilities

Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
Develop tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
Analyze financial statements and client records to identify tax-saving opportunities and recommend strategies.
Research tax legislation, regulatory updates, and complex tax issues to provide accurate, current guidance.
Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities.
Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation.
Communicate tax results and planning recommendations in clear, practical terms.
Build lasting client relationships through proactive communication and ongoing advisory support.
Review tax returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
Collaborate with senior professionals on complex tax engagements and customized client solutions.
Manage multiple client accounts, filing requirements, and deadlines throughout the tax year.
Identify opportunities to improve 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 sophisticated tax, estate, retirement, and wealth-planning engagements
Long-term career advancement opportunities