Tax CPA - Wealth Management & Advisory

AlphaX•Oradell, NJ

1d•Onsite

About The Position

We are seeking a licensed Certified Public Accountant (CPA) to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates. This client-facing role combines complex tax preparation and compliance with proactive tax planning and wealth advisory services. The ideal candidate will work directly with clients to identify tax-saving opportunities and support strategies involving estate planning, retirement planning, business succession, and long-term wealth preservation. This is an excellent opportunity for a tax professional looking to expand beyond traditional compliance and develop expertise in comprehensive tax and wealth advisory services.

Requirements

Active CPA license required.
1–3+ years of experience in public accounting, tax preparation, or a related advisory environment.
Hands-on experience preparing and reviewing individual and business tax returns.
Strong understanding of federal and state tax laws and compliance requirements.
Interest in developing expertise in tax planning and wealth advisory beyond traditional tax compliance.
Excellent tax research, analytical, and problem-solving skills.
Strong attention to detail and the ability to analyze complex financial information.
Excellent communication and interpersonal skills, including the ability to explain tax concepts in client-friendly terms.
Ability to build trusted client relationships and deliver exceptional client service.
Strong organizational skills and the ability to manage multiple engagements and 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 complex federal, state, and local tax returns for individuals, businesses, partnerships, trusts, estates, and other entities.
Develop tax projections, quarterly estimated tax strategies, and year-round tax planning recommendations.
Analyze client financial information to identify tax-saving opportunities and improve overall tax efficiency.
Research federal and state tax laws, regulations, and legislative changes to provide practical client recommendations.
Assist with trust, estate, fiduciary, and related tax compliance and planning.
Advise clients on tax implications related to retirement planning, business succession, estate planning, and wealth preservation.
Participate in client meetings and communicate complex tax concepts and planning strategies clearly.
Build and maintain long-term client relationships while serving as a trusted tax and advisory resource.
Collaborate with senior professionals on complex tax engagements and financial planning initiatives.
Review tax returns, workpapers, supporting schedules, and documentation for accuracy and compliance.
Manage multiple client engagements, deadlines, and deliverables throughout the year.
Identify opportunities to enhance client service and expand advisory relationships.
Stay current on tax legislation, accounting developments, and wealth-planning strategies.

Benefits

Competitive compensation based on experience and qualifications.
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 opportunities.
Support for ongoing CPA education and technical training.
Direct mentorship from experienced tax and advisory professionals.
Exposure to sophisticated tax, estate, retirement, and wealth-planning strategies.
Opportunities to develop client relationships and expand advisory expertise.
Long-term career growth within an expanding accounting and advisory practice.