Tax CPA - Wealth Management & Advisory
AlphaHire · Oradell
We’re looking for a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role goes beyond tax preparation, offering opportunities to develop customized tax strategies and advise clients on estate planning, retirement, and long-term wealth preservation.
Key Responsibilities
- Prepare and review tax filings for individuals, corporations, partnerships, trusts, and estates across federal, state, and local jurisdictions.
- Create tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
- Examine financial statements and client records to uncover tax-saving opportunities and recommend appropriate strategies.
- Research tax legislation, regulatory changes, and complex tax issues to provide sound, up-to-date 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.
- Discuss tax results and planning recommendations with clients in clear, practical terms.
- Develop lasting client relationships through proactive communication and ongoing advisory support.
- Review returns, workpapers, supporting schedules, and financial records to ensure 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.
Requirements
- Active CPA license required.
- 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.
- Knowledge of partnership, trust, estate, and fiduciary taxation is strongly preferred.
- 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 the ability to evaluate complex financial information.
- Strong interpersonal skills and the ability to explain technical tax matters to clients.
- Ability to build client trust, manage competing priorities, and meet strict deadlines.
- Flexibility to work extended hours during tax season.
- Ability to work on-site in Oradell, NJ.
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
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