Tax CPA - Wealth Management & Advisory

We’re seeking a licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. This role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
• Develop tax projections, quarterly estimated tax plans, and strategies to minimize client tax liabilities.
• Analyze financial records to identify tax-saving opportunities and improve tax efficiency.
• Research tax laws, regulations, and legislative updates to provide accurate guidance.
• Handle tax compliance and planning for trusts, estates, fiduciary arrangements, and related entities.
• Advise clients on retirement planning, business succession, estate transfers, and wealth preservation.
• Meet with clients to explain tax matters and recommend practical financial strategies.
• Build long-term client relationships through ongoing tax planning and advisory services.
• Review tax returns, workpapers, supporting schedules, and financial documentation for accuracy and compliance.
• Collaborate with senior team members on complex tax engagements and client-specific strategies.
• Manage multiple client engagements, filing deadlines, and deliverables throughout the year.
• Identify opportunities to enhance client service and expand advisory relationships.

Requirements

• Active CPA license required.
• 1–3+ years of experience in public accounting, tax preparation, or a related advisory role.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Experience with partnership, trust, estate, and fiduciary taxation strongly preferred.
• Strong knowledge of federal and state tax regulations and compliance requirements.
• Interest in tax planning, estate strategies, and wealth advisory services.
• Excellent tax research, analytical, and problem-solving skills.
• Strong attention to detail and ability to interpret complex financial information.
• Excellent communication skills and ability to explain tax concepts to clients.
• Ability to build trusted client relationships and manage multiple deadlines.
• Willingness to work extended hours during tax season.
• Ability to work on-site in Oradell, New Jersey.

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 complex tax, estate, retirement, and wealth-planning strategies
• Opportunities for long-term career growth