Tax CPA - Wealth Management & Advisory

AlphaHire•Oradell, NJ

3d•Onsite

About The Position

We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This position is ideal for a tax professional who wants to build a career that extends beyond tax compliance into strategic tax planning, estate planning, retirement planning, and wealth management. Working alongside experienced advisors, you'll gain exposure to sophisticated tax strategies while developing long-term relationships with a diverse client base. If you're passionate about helping clients make informed financial decisions and want to grow within a collaborative environment, we'd love to hear from you.

Requirements

Active CPA license required.
1–3+ years of experience in public accounting or tax.
Experience preparing individual and business tax returns.
Strong knowledge of federal and state tax regulations.
Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
Strong analytical, organizational, and problem-solving abilities.
Excellent written and verbal communication skills.
Ability to develop strong client relationships and provide exceptional service.
Comfortable managing multiple priorities in a deadline-driven environment.
Willingness to work additional hours during peak tax seasons.
Ability to work on-site in Oradell, New Jersey.

Nice To Haves

Experience with partnerships, trusts, and estate taxation is highly preferred.

Responsibilities

Prepare federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
Assist with proactive tax planning, projections, and year-round advisory services.
Research tax laws and regulations to provide accurate guidance and recommendations.
Identify tax-saving opportunities and planning strategies for clients.
Support trust, estate, and fiduciary tax planning engagements.
Contribute to retirement planning, wealth management, and financial advisory initiatives.
Participate in client meetings and help present tax planning recommendations.
Build and maintain strong client relationships through responsive, high-quality service.
Collaborate with senior tax professionals on complex tax and advisory engagements.
Manage multiple client projects while meeting deadlines throughout the year.
Prepare and maintain organized workpapers and supporting documentation.
Assist with bookkeeping, accounting, and other advisory projects as needed.
Stay current on changes in tax legislation and industry best practices.