Tax CPA - Wealth Management & Advisory

Job Description

Job Description

We are seeking an experienced CPA to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates .

This role offers a blend of tax compliance, tax planning, and strategic advisory , with opportunities to work directly with clients on complex tax matters, estate planning, retirement strategies, and long-term wealth management.

The ideal candidate is a client-focused tax professional who enjoys solving complex problems, identifying planning opportunities, and developing trusted, long-term client relationships.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Provide year-round tax planning, projections, and advisory services.
• Research federal and state tax laws, regulations, and legislative developments.
• Identify tax-saving opportunities and develop practical strategies based on client objectives.
• Assist with trust, estate, and fiduciary tax planning and compliance.
• Support retirement planning, wealth management, and broader financial advisory initiatives.
• Participate in client meetings and communicate tax strategies and recommendations clearly.
• Build and maintain strong, long-term relationships with clients.
• Collaborate with senior tax and advisory professionals on complex client engagements.
• Manage multiple engagements while meeting deadlines throughout the year.
• Prepare accurate workpapers and maintain organized supporting documentation.
• Stay current on tax legislation, accounting standards, and industry best practices.

Requirements

• Active CPA license required.
• 1–3+ years of public accounting or tax experience.
• Experience preparing individual, corporate, partnership, trust, and estate tax returns.
• Strong understanding of federal and state tax laws and regulations.
• Trust, estate, and fiduciary tax experience highly preferred.
• Interest in expanding beyond compliance into tax planning, estate planning, retirement planning, and wealth management .
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Strong client-service and relationship-building skills.
• Ability to manage multiple engagements and priorities in a deadline-driven environment.
• Willingness to work additional hours during peak tax season.
• Ability to work on-site in Oradell, NJ .

Benefits

• Competitive salary 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 support
• CPA licensing and ongoing training support
• Mentorship from experienced tax and advisory professionals
• Exposure to advanced tax, estate, retirement, and wealth-management strategies
• Direct client interaction and opportunities to develop long-term advisory relationships
• Clear career advancement opportunities within a growing firm