CPA Tax & Wealth Planner — Growth into Financial Advisory
AlphaX
AlphaX in Oradell, New Jersey is seeking a Certified Public Accountant (CPA) to support clients in tax preparation and financial advisory services. The successful candidate will have 1-3 years of public accounting experience and a strong interest in areas such as wealth management and estate planning. This position offers competitive compensation, performance-based bonuses, and support for professional development, making it an excellent opportunity for growth-oriented CPAs. #J-18808-Ljbffr AlphaX
- ...clients while developing into a broader financial advisory role. We are... ...specifically looking for a CPA with early-career... ...wants to grow beyond tax preparation. The right... ...opportunity for a growth-oriented CPA who wants... ...expertise in tax planning, wealth management, estate...FinancialTaxWork at officeAfternoon shift
- ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...relationships, deliver holistic financial planning, and provide tailored... ...and investment concepts into clear, tailored guidance that... ....g., concentrated positions, tax‑aware strategies, multi‑goal...FinancialTaxWork at office
$50k - $70k
A fee-only wealth management firm is seeking an Administrative and Operations Associate to... ...to their Wealth Management and Personal Tax teams. Ideal candidates will have a Bachelor... ...development opportunities leading to potential advisory roles. #J-18808-Ljbffr Insite USTax- ...Description Job Description Tax Manager/Senior... ...planning with a robust wealth management practice, becoming... ...their overall tax and financial makeup, and goals and... ...and drive practice growth. What you can expect... ...complex tax issues. A CPA is required Strong...FinancialTaxLocal area
- Join a growing, boutique advisory firm where your work... ...client outcomes and firm growth Work across a... ...Candidates must hold an active CPA license or EA designation... ...and be willing to sign tax returns. Spanish... ...with over 20 years in financial services, our team provides...FinancialTaxWork at officeFlexible hours
$170.5k - $284.1k
...management services to Wealth Advisory Services clients.... ...consistent with the individual financial goals of clients.... ...issues, regulatory and tax changes, and advise... ...(Certified Financial Planner) certification. Proven... ...continuing to support the growth and development of all...FinancialTaxWork experience placementWork at officeLocal area$100k - $160k
...Experienced Cpa With Strong Tax Expertise A growing accounting firm is seeking... ...to the continued growth of the firm. Key Responsibilities... ...proactive tax planning and advisory services to clients... ...planning opportunities Review financial information and maintain accurate...FinancialTaxFull timeLocal area- ...Saddle Brook, NJ. This position focuses on client audits, financial reporting, and tax preparation. With at least 2 years of public accounting experience... ...Excel. Namely offers competitive benefits, including CPA support and a hybrid work environment, to ensure a healthy...FinancialTax
- ...comprehensive fee-based financial planning... ...sustain wealth over multiple generations... ...support to our planners, and actively... ...professional growth, and interested... ...an experienced advisory team, you will... ...necessary to progress into a client-facing... ...Support annual tax summary...FinancialTax
- Charles Schwab in New Jersey is seeking a Sr. Manager, Wealth Advisor, to lead client relationships and provide comprehensive financial planning. This role emphasizes collaboration with an experienced advisory team to navigate complex financial decisions. Ideal candidates...Financial
- Australia-Employment is seeking a Tax Manager for its firm located in Paramus, NJ. This... ...of the tax practice, providing long-term growth potential. The ideal candidate should have... ...a strong focus on taxation, and an active CPA license. The position offers a competitive...Tax
- The O’Neill Group in Hackensack is seeking a Tax Credit Coordinator to manage and secure tax credits... ...organizational skills, and proficiency in financial modeling. This position offers opportunities for professional growth in a dynamic work environment. #J-18808-Ljbffr...FinancialTax
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, the Wealth Advisor... ...partners with clients to identify their financial goals, analyze their financial landscape,... ...regulatory issues, liquidity needs, and tax implications to devise customized financial...FinancialTaxWork experience placement- ...are a Hackensack, NJ boutique financial planning and wealth management firm built around... ...for professional growth. Responsibilities & Activities... ...Manager to rebalance accounts into portfolio models Act as liaison... ...Management Committee During tax season, assist with harvesting...FinancialTax
$50k - $70k
...established fee-only wealth management and CPA firm as an... ...to our clients' financial success. As a vital... ...offers significant growth potential and advancement... ...and the wealth advisory team Coordinate... ...management and tax planning... ...insights directly into each article, started...FinancialTaxFull timePart time$50k - $70k
...established Fee-Only Wealth Management and CPA Firm is seeking a dedicated... ...offers exceptional growth opportunities within... ...and Personal Tax teams. The ideal candidate... ...Accountants and Wealth Advisory professionals to help... ...achieve their financial objectives. Base pay...FinancialTaxFull time- ...Responsibilities include managing fiduciary relationships and communicating financial insights effectively. The ideal candidate will have a Bachelor’... ...-building skills. Competitive benefits and opportunities for professional growth are offered. #J-18808-Ljbffr M&T Bank CorporationFinancial
- ...client is a growing service-based CPA firm in North Jersey providing tax, accounting, and advisory services to individuals, small... ...hands-on experience with real growth opportunities. They are now... ...prepare/post adjustments. Analyze financial statements including balance sheets...FinancialTaxHourly payWork at officeLocal area
$80k - $95k
Retirement Resource Center, LLC. is hiring a Wealth Advisor in Hackensack, NJ. The Wealth Advisor will partner with clients to analyze their financial goals and develop recommendations tailored to their needs. Key responsibilities include managing resources effectively,...Financial$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...Funding · Investment & Advisory Services · Trust... ...investments for growth, insurance for protection... ...Financial Planner® licensing support... ...contractors3 for income tax purposes, and a... ...Mutual Wealth Management Company...FinancialTaxFull timeContract workFor contractorsWork at office- The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development... ...degree consisting of JD, MBA or CPA Technical Skills Proficiency in...FinancialTaxLocal area
- ...LLC is seeking an individual to assist with tax returns and payroll tax filings.... .... The role is suited for those pursuing a CPA. The position offers flexible work arrangements... ...committed to professional excellence and personal growth opportunities. #J-18808-Ljbffr Prager...TaxRemote jobFlexible hours
$85k - $115k
...is a top‑ranked accounting, tax, and advisory firm with offices across the... ...asset, and we invest in their growth and success through... ...Perform buy‑side and sell‑side financial due diligence procedures Prepare... .../university required CPA license required or in progress...FinancialTaxFull timeLocal areaFlexible hours3 days per week$90k - $125k
...Role Overview The Planner is responsible for ownership of... ...efficiency, and profitable sales growth. Responsibilities... ...Disability/Critical Illness Financial Wellness: 401(k) Retirement Program... ...College Savings Plan, as well as Tax-Advantage Health & Transit...FinancialTaxSeasonal workWork at officeShift work- Harmonious Hiring is seeking a driven Tax Manager to join our Englewood Cliffs, NJ team. This role requires overseeing a diverse portfolio... ...a flexible work environment, comprehensive benefits, and opportunities for professional growth. #J-18808-Ljbffr Harmonious HiringTaxFlexible hours
$204.5k - $340.9k
...manager to a team of Wealth Advisors and for being... ...utilize multiple Wealth Advisory solutions, including... ...insurance to support growth strategies. Develop and... ...Administration). Certified Financial Planner (CFP), Certified Trust... ...Public Accountant (CPA) and/or Chartered...FinancialWork experience placement- ...Specialist is a sophisticated wealth expert who focuses on creating... ...investing, trust and estates, financial planning, insurance, alternative... ...investments, family wealth, tax considerations, and other related... ...credit card sales and deposit growth and have the most-used digital...FinancialTax
$70k - $100k
...opportunities. Aprio Advisory Group, LLC is a... ...client operations and growth needs. Support... ...scalability, and accurate financial reporting. Gain... ...complexity into clear, actionable outcomes... ...Assistance Program and CPA support program... ...providing non-attest tax and consulting...FinancialTaxFull timeLocal areaRemote workFlexible hours$150k - $175k
...foundation of our growth and any success... ...operations while driving financial planning,... ...external audits, tax preparation, and advisory services. Oversee... ...improve visibility into financial and... ...or related field (CPA/MBA preferred). 5... ...insurance, and a wealth of other resources...FinancialTaxContract work$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice... ...project or role and how your work fits into the overall strategy. Develop a... ...demonstrate the minimum requirements are met for CPA licensure per respective state...FinancialTax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CPA Tax & Wealth Planner — Growth into Financial Advisory. Be the first to apply!

