Tax CPA - Wealth Management & Advisory

Job Description

Job Description

We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This role provides the opportunity to move beyond traditional tax compliance by partnering with clients on tax planning, estate planning, retirement strategies, and long-term wealth management initiatives.

The ideal candidate is a client-focused tax professional who enjoys solving complex tax issues, building trusted relationships, and developing into a strategic advisor. This position offers exposure to sophisticated tax planning opportunities within a collaborative environment that supports continuous learning and long-term career growth.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Provide proactive tax planning, tax projections, and year-round advisory services to clients.
• Research tax laws, regulations, and legislative updates to develop accurate planning strategies and recommendations.
• Identify tax-saving opportunities and recommend practical solutions that align with clients' financial goals.
• Assist with trust, estate, and fiduciary tax planning and compliance engagements.
• Support retirement planning, wealth management, and broader financial advisory initiatives.
• Participate in client meetings and present tax strategies, planning opportunities, and recommendations.
• Build and maintain long-term client relationships through responsive communication and exceptional service.
• Collaborate with senior tax professionals on complex tax, accounting, and advisory engagements.
• Manage multiple client engagements while meeting deadlines throughout the year.
• Prepare organized workpapers and maintain accurate 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 knowledge of federal and state tax laws and regulations.
• Experience with trust, estate, and fiduciary taxation is highly preferred.
• Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to build lasting client relationships and provide outstanding client service.
• Ability to manage multiple priorities in a deadline-driven environment.
• Willingness to work additional hours during peak tax seasons.
• Ability to work on-site in Oradell, New Jersey .

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, CPA licensing, and professional development support.
• Mentorship from experienced tax and financial advisory professionals.
• Exposure to advanced tax planning, estate planning, retirement planning, and wealth management strategies.
• Direct client interaction with opportunities to develop long-term advisory relationships.
• Clear path for career growth and advancement within a growing public accounting and advisory firm.