Tax CPA - Wealth Management & Advisory

AlphaX • Oradell, NJ

21h • Onsite

About The Position

We are seeking a licensed Certified Public Accountant to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. The role combines tax compliance with strategic advisory services, helping clients optimize tax positions, plan wealth transfers, and preserve long-term financial assets. 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 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 interpret 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, New Jersey.
• Flexibility to work extended hours during tax season.

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 tax liabilities and improve tax efficiency.
• Analyze financial statements and client records to identify tax-saving opportunities and recommend appropriate strategies.
• Research tax legislation, regulatory updates, and complex tax issues to provide accurate, up-to-date 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.
• Explain tax results and planning recommendations in clear, practical terms.
• Build strong 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 tailored client solutions.
• Manage multiple client accounts, filing requirements, and deadlines throughout the tax year.
• Identify opportunities to enhance client service and develop long-term advisory relationships.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed