Tax CPA - Private Client & Financial Planning

AlphaHire•Paramus, NJ

21d•Onsite

About The Position

We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team. This opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services.

Requirements

Active CPA license
Bachelor’s degree in accounting or a related field
Approximately 3–10 years of relevant accounting or tax experience
Strong individual and small-business tax knowledge
Experience with partnership returns
Strong client-facing communication skills
Excellent attention to detail and organizational ability
Ability to work independently and collaboratively
Growth-oriented and entrepreneurial mindset

Nice To Haves

Public-accounting firm experience preferred
Trust, estate, or fiduciary tax experience is a plus
Lacerte experience is a plus
QuickBooks, Microsoft Office, and Excel proficiency preferred
Exposure to both tax and wealth-management services
Opportunity to participate in estate, retirement, and financial planning
Potential to pursue additional credentials such as the CFP

Responsibilities

Meet directly with clients and prepare individual income tax returns
Prepare partnership and small-business tax returns, including Forms 1065 and selected 1120 filings
Assist with fiduciary, trust, estate, and estate-tax returns
Work on tax matters involving Forms 1040 and 706
Identify year-round tax-planning opportunities
Prepare tax projections for clients
Participate in retirement and estate-planning meetings
Assist with financial plans, client budgets, and planning presentations
Collaborate with financial advisors on tax-sensitive strategies
Maintain strong relationships with new and existing clients
Participate in business-development opportunities
Assist and mentor junior staff based on experience