Tax CPA - Wealth Management & Advisory

AlphaX•Oradell, NJ

5d•Onsite

About The Position

Join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role extends beyond tax preparation, with opportunities to develop customized tax strategies and advise clients on estate planning, retirement, and long-term wealth preservation. The position works 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 position.
Practical 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 abilities.
High attention to detail and ability to evaluate complex financial information.
Strong interpersonal skills and 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.
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 filings for individuals, corporations, partnerships, trusts, and estates.
Create tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
Examine financial statements and client records to identify tax-saving opportunities and recommend strategies.
Research tax legislation, regulatory changes, and complex tax issues to provide current guidance.
Oversee tax compliance and planning for fiduciary accounts, estate matters, trusts, and related entities.
Advise clients on retirement strategies, business transitions, estate transfers, and wealth preservation.
Explain tax results and planning recommendations to clients in clear, practical terms.
Build lasting client relationships through proactive communication and ongoing advisory support.
Review returns, workpapers, supporting schedules, and financial records for accuracy and regulatory compliance.
Partner with senior professionals on complex tax engagements and tailored client solutions.
Coordinate multiple client accounts, filing requirements, and deadlines throughout the tax year.
Identify opportunities to strengthen client service and expand advisory engagements.

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