Tax CPA: Growth into Wealth Management & Planning
AlphaX
AlphaX in New Jersey is seeking a Tax CPA to serve individual, small-business, estate, and trust clients while growing into wealth management and advisory services. The role emphasizes client interaction and proactive tax planning. You will prepare returns, assist with partnerships and estates, and collaborate with financial advisors. The position requires an active CPA license, 1–3+ years of public accounting or tax experience, and on-site work in Oradell, NJ. #J-18808-Ljbffr AlphaX
- ...Description We are hiring a Tax CPA to support individual,... ...trust clients while growing into a broader wealth management and financial advisory... ...prepare tax returns, identify planning opportunities, support... ...experienced financial advisors Growth path beyond tax...TaxWork at officeAfternoon shift
- ...Certified Public Accountant (CPA) to join a growing... ...role is ideal for a tax professional who wants... ...build expertise in tax planning, estate planning, retirement planning, and wealth management . Working alongside... ...opportunities for professional growth. Responsibilities...TaxLocal area
- ...Public Accountant (CPA) to join a growing... ...traditional tax compliance by working... ...with clients on tax planning, estate planning,... ...planning, and long-term wealth management strategies. The... ..., and developing into a trusted advisor... ...collaborative and growth-oriented...TaxLocal area
- ...seeks an experienced Senior Tax Accountant with an active CPA license to service individuals... ...tax compliance with proactive planning and client advisory, with exposure to wealth services. The successful... ...junior staff in a collaborative, growth-oriented environment. #J-188...Tax
- ...fee-based financial planning practice located... ...families sustain wealth over multiple generations... ...professional growth, and interested in... ...to progress into a client-facing planner... ...systems Support annual tax summary reporting... ...weekly practice management meetings and...Tax
- ...Description We are a growing CPA and wealth advisory firm... ..., client-focused Tax CPA to join our team... ...traditional tax preparation into financial planning, retirement planning... ...collaboratively Growth-oriented and... ...both tax and wealth-management services Opportunity...TaxWork at office
- ...experienced Senior Tax Accountant with an active CPA license to join... ...client relationship management, proactive tax planning, and exposure to financial and wealth advisory services.... ...traditional tax compliance into: Year-round tax... ...long-term career growth. Please note:...TaxWork at office
$32.5 - $36 per hour
...opportunity combines tax expertise,... ...convert prospects into long-term clients through... ...provide future tax planning advice. \n Utilize... ...TurboTax’s network of growth-minded... ..., unrestricted EA, CPA, or attorney license... ...independently while managing multiple priorities...TaxLocal area- Distinct, a CPA firm near River Edge, New Jersey, seeks a professional to handle 1040 tax returns and participate in wealth management and financial planning for clients. You'll work in a collaborative, in-office environment that values learning and community involvement...TaxWork at office
$100k - $150k
...ranked accounting, tax, and advisory firm... ...we invest in their growth and success through... ...office clients, while managing a team and... ...Assist with resource planning and workflow management... ...family office and wealth management clients.... ...Experience within a CPA firm or advisory firm...TaxFull timeWork at officeLocal area3 days per week$90k - $157.5k
...forState Street’s Wealth Custody & Clearing... ...Clearing, a strategic growth initiative focused... ..., and wealth management firms. Software Engineers... ...requirements into high-quality... ...estimation, sprint planning, development, testing... ...eligibility for certain tax advantaged savings...TaxFull timeTemporary workFlexible hours$80k - $95k
...Wealth Advisor Wealth Advisor Supported with a robust array of... ...Responsibilities and Duties Manages time and resources efficiently... ...implements strategic and tactical plans with strong considerations to... ...issues, liquidity needs and tax implications to devise customized...TaxWork experience placementWork at office$32.5 - $36 per hour
...opportunity combines tax expertise,... ...convert prospects into long-term clients through... ...provide future tax planning advice. \n Utilize... ...TurboTax’s network of growth-minded... ..., unrestricted EA, CPA, or attorney license... ...independently while managing multiple priorities...TaxLocal area$115k - $216.25k
...run the Global Liquidity Management Technology... ...State Street’s liquidity planning, monitoring, methodologies... ...Treasury strategies and growth plans. Align with business... ...stakeholders to gain insight into growth plans and... ...eligibility for certain tax advantaged savings plans...TaxFull timeTemporary workFlexible hours$160k - $190k
...Senior Tax ManagerOradell, NJModera Wealth Management is an independent, fee-only firm... ...financial planning and intelligent investment... ...firm of advisors. Our growth has been driven by... ...tax planning into comprehensive wealth... ...or related field, CPA license required15...TaxFull timeTemporary workWork at officeLocal areaRemote work$76.5k - $127.5k
...Premier Client Banker - PNC Wealth... ...Banker within PNC's Wealth Management organization, you will... ...revenue, acquisition and growth. Manages risk and maximizes... ...processes, such as pre-call planning, post-call debriefs and... ...sales tools to translate into actionable sales strategies...Full timeTemporary workPart timeWork experience placementWork at office- ...seeking a Certified Public Accountant (CPA) to join our award-winning team.... ..., fiduciary, and individual tax returns Identify and execute tax planning opportunities Assist with client... ...Provide research support and work with managers and partners on client technical...Tax
- ...several departments. You will be doing a mix of 1040 tax returns and financial planning for their wealth management department. You’ll be awarded bonus for any... ...development in gaining credentials for the CFP or CPA. Team work and environment is important to this firm...TaxWork at office
$100k - $160k
...Experienced Cpa With Strong Tax ExpertiseA growing accounting firm is seeking... ...professional who can manage a wide range of tax engagements... ...with strong knowledge of tax planning, compliance, and current tax... ...contributing to the continued growth of the firm.Key Responsibilities...TaxLocal area$100k - $160k
...Experienced Cpa With Strong Tax Expertise A growing accounting firm is seeking... ...professional who can manage a wide range of tax engagements... ...strong knowledge of tax planning, compliance, and current tax... ...contributing to the continued growth of the firm. Key Responsibilities...TaxFull timeLocal area- ...esteemed accounting firm as a Tax Manager. Your impressive experience... ...business and personal taxes, your CPA or EA certification, and your... ..., provide strategic tax planning guidance, and ensure compliance... ...contribute to your personal growth and the overall success of our...Tax
- RMR Wealth Builders is seeking a Wealth Advisor to join... ...financial planning, retirement education, and relationship management. Job Location Montclair... ...complex financial concepts into clear, actionable recommendations... .... Contribute to firm growth initiatives and client...Full timeLocal areaImmediate start
$100k - $150k
...ranked accounting, tax, and advisory firm... ...we invest in their growth and success through... ...an experienced Tax Manager to join our growing... ...providing tax compliance, planning, and consulting... ...estate, gift, and wealth transfer taxes.... ...university required.Active CPA license or EA...TaxFull timePrivate practiceLocal area3 days per week$50k - $70k
...clients established Fee-Only Wealth Management and CPA Firm is seeking a dedicated... ...This role offers exceptional growth opportunities within their... ...Wealth Management and Personal Tax teams. The ideal candidate... ...Benefits 401(k) retirement plan with potential profit-sharing...TaxFull time$170.5k - $284.1k
Overview: Provides comprehensive investment management services to Wealth Advisory Services clients. Operates... ..., and manage corrective action plans.Identify and develop additional opportunities... ...on emerging issues, regulatory and tax changes, and advises clients on appropriate...TaxFull timeWork experience placementWork at office- ..., secure site control, manage interconnection strategy... ...aligned with ISO planning cycles.Lead site selection... ...Experience in structuring tax equity or... ...private equity-backed growth business. Some of the core... ...under management, divided into two business segments:...TaxFull timeShift work
- ...Hackensack, NJ boutique financial planning and wealth management firm built around the deep... ...for professional growth. Responsibilities & Activities... ...Manager to rebalance accounts into portfolio models Act as... ...Management Committee During tax season, assist with harvesting...Tax
- Winston Staffing is seeking an experienced Tax Supervisor to oversee tax return preparation for multiple clients. You will delegate projects... ...compliance with IRS regulations. The ideal candidate has a CPA license, a bachelor's in accounting or finance, and 5+ years of accounting...Tax
- ..., KPMG provides audit, tax and advisory services for... ...industries. Our growth is driven by delivering... ...seeking an Internal Audit Manager to join our Internal Audit... ...Public Accountant (CPA), Certified Internal Auditor... ...in resource planning processes based on defined...TaxH1bLocal area
$32.5 - $36 per hour
...opportunity combines tax expertise,... ...convert prospects into long-term clients through... ...provide future tax planning advice. Utilize... ...TurboTax’s network of growth-minded professionals... ..., unrestricted EA, CPA, or attorney... ...independently while managing multiple priorities...TaxLocal area
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