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 client-facing role combines complex tax preparation and compliance with proactive tax planning, estate strategies, and wealth advisory services. The ideal candidate is interested in helping clients minimize tax liabilities, protect assets, and plan for long-term financial success.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, estates, and other business entities.
• Develop tax projections, quarterly estimated tax plans, and year-round strategies to help clients manage tax liabilities.
• Evaluate client financial records and circumstances to identify tax-saving opportunities and improve overall tax efficiency.
• Research tax laws, regulations, and legislative updates to provide accurate guidance and practical planning recommendations.
• Handle tax compliance and planning matters involving trusts, estates, fiduciary arrangements, and related entities.
• Advise clients on the tax implications of retirement planning, business succession, estate transfers, and wealth preservation.
• Participate in client consultations and explain complex tax matters and financial strategies in clear, accessible language.
• Establish and maintain long-term client relationships by providing ongoing tax guidance and advisory support.
• Collaborate with senior team members on complex tax engagements, financial planning initiatives, and client-specific strategies.
• Review tax returns, workpapers, supporting schedules, and financial documentation to ensure accuracy and regulatory compliance.
• Manage multiple client engagements, filing deadlines, and deliverables throughout the tax year.
• Identify opportunities to improve client service, strengthen existing relationships, and expand advisory services.
• Stay informed about changes in tax legislation, accounting standards, and wealth management strategies.

• 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 is strongly preferred.
• Strong knowledge of federal and state tax regulations, filing requirements, and compliance standards.
• Interest in expanding beyond traditional tax compliance into tax planning and wealth advisory services.
• Excellent tax research, analytical, and problem-solving abilities.
• Strong attention to detail and the ability to interpret complex financial information.
• Excellent communication and interpersonal skills, including the ability to explain technical tax concepts to clients.
• Ability to develop trusted client relationships and deliver high-quality service.
• Strong organizational and time-management skills, with the ability to balance multiple engagements and deadlines.
• Willingness to work extended hours during tax season.
• Ability to work on-site in Oradell, New Jersey.

• Competitive compensation based on experience and qualifications.
• 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 opportunities.
• Support for ongoing CPA education and technical training.
• Direct mentorship from experienced tax and advisory professionals.
• Exposure to sophisticated tax, estate, retirement, and wealth-planning strategies.
• Opportunities to develop client relationships and expand advisory expertise.
• Long-term career growth within an expanding accounting and advisory practice.