Tax CPA - Wealth Management & Advisory

We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role.

This position is ideal for an early-career CPA with public accounting or tax experience who enjoys working directly with clients and wants to grow beyond traditional tax preparation. The right candidate will prepare tax returns, identify planning opportunities, support year-round tax projections, and participate in retirement, estate, and financial planning discussions.

This is an excellent opportunity for a client-focused CPA who wants to build long-term expertise in tax planning, wealth management, estate planning, retirement planning, and financial advisory services.

Responsibilities

• Meet directly with clients and prepare individual income tax returns
• Prepare small-business and partnership tax returns, including Forms 1065 and 1120
• Assist with trust, estate, and fiduciary tax matters, including Forms 1040, 706, and applicable New Jersey filings
• Develop year-round tax-planning projections and recommendations
• Support financial advisors with tax, retirement, estate-planning, and client budget discussions
• Participate in client meetings involving financial plans, retirement strategies, and estate matters
• Maintain strong client relationships and support new business development opportunities
• Research tax mat