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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax CPA: Growth into Wealth Management & Planning in Oradell, NJ vacancy
- ...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
AlphaX
Oradell, NJa month ago - ...re seeking a licensed CPA to join a growing... ...role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services.... ...specific strategies. Manage multiple client engagements... ...~ Opportunities for long-term career growth...TaxFor contractorsLocal area
AlphaX
Oradell, NJ5 days ago - ...Description Job Description Tax Manager/Senior Opportunity... ..., tax compliance and planning with a robust wealth management practice, becoming... ...awareness and drive practice growth. What you can expect:... ...to complex tax issues. A CPA is required, CFP or in process...TaxLocal area
The Alta Group
Paramus, NJ20 days ago - ...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
AlphaX
Paramus, NJa month ago $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 areaIntuit
Montclair, NJ25 days ago- ...Job Description Senior Tax Accountant Opportunity... ...tax compliance and planning with a robust wealth management practice, becoming the leading... ...awareness and drive practice growth. What you can expect:... ...complex tax issues. A CPA is required Strong presentation...TaxLocal area
The Alta Group
Paramus, NJa month ago - ...at Traphagen CPAs & Wealth Advisors... ...and highly respected CPA firm located in Oradell... ...collaborative, and growth-oriented workplace,... ...fiduciary, and individual tax returns Identify and execute tax planning opportunities... ...support and work with managers and partners on client...Tax
Traphagen CPAs & Wealth Advisors
Oradell, NJ1 day ago $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 weekPKF O’Connor Davies
Hillsdale, NJ3 days ago$33.45 - $40.47 per hour
...dedicated year-round Business Tax Experts in one of our... ...expert tax advice, planning services, and software... ...a one-time transaction into a loyal, multi-year relationship... ...TurboTax’s network of growth-minded professionals... ...independently while managing multiple priorities. \n...TaxLocal areaIntuit
Paramus, NJ29 days ago$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 hoursState Street Bank
Clifton, NJ1 day ago- ...career, KPMG provides audit, tax and advisory services for organizations... ...important industries. Our growth is driven by delivering real... ....KPMG is currently seeking a Manager, Audit Growth Field Network -... ...with pursuit strategy, proposal planning, and stakeholder...TaxH1bWork at officeLocal area
KPMG
Montvale, NJ2 days ago - ...CPA Accountant – Full-Time (On‑Site) Location: Bogota... ...experienced CPA Accountant to manage financial reporting, audits, tax compliance, and day‑to‑day... ...budgeting and financial planning Prepare monthly and... ...learning and professional growth Creative and innovative...TaxFull timeWork at officeLocal area
Colwyn Group
Bogota, NJ27 days ago $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 areaIntuit
Paramus, NJ25 days ago- ...and proactive Senior Accounting Manager to support key accounting... ...enhancement, and improved visibility into key operational metrics. ·... ...Bachelor’s degree in Accounting · CPA required · 12-15+ years of... ...foreign statutory reporting and tax compliance preferred...TaxFull timeInterim role
Perennial Resources International
River Vale, NJ1 day ago $65k - $80k
...We are a Hackensack, NJ boutique financial planning and wealth management firm built around the deep relationships we have with our nearly 200 clients... ..., paid time off, paid holidays, 401(k) with match, career growth, and a hybrid work schedule (Mondays & Fridays working...Full timeWork at officeRemote workMonday to FridayShift workTalentLink Solutions
Hackensack, NJ4 days ago$76.5k - $127.5k
...Client Banker within PNC's Wealth Management organization, you will be based... ...revenue, acquisition and growth. Manages risk and maximizes... ...processes, such as pre-call planning, post-call debriefs and relationship... ...sales tools to translate into actionable sales strategies...Temporary workWork experience placementWork at office$90k - $157.5k
...looking forState Street Wealth Services - Wealth... ...focused on fraud risk management and approximately 20% focused... ...analysis, remediation planning, escalation and ongoing... ...complex risk information into clear actions and... ...eligibility for certain tax advantaged savings plans...TaxFull timeTemporary workFlexible hoursState Street Bank
Clifton, NJ5 days ago$180k - $210k
...investment and property management company with a... ...management teams, outside CPAs, tax advisors, and other... ...accounting information into useful management information... ..., and financial planning processes. Review assumptions... ...Accounting degree with CPA strongly preferred....TaxLocal areaJP Management LLC
Hackensack, NJ4 days ago$100k - $160k
...firm is seeking an experienced CPA with strong tax expertise to join its team.... ...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...TaxFull timeLocal areaSwift Staffing Group
Monsey, NY3 days ago- 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
- ...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
Scott M Aber CPA PC
New City, NY6 days ago $170.5k - $284.1k
...Senior Wealth Strategist Location: This position... ...estate, trust, tax, and wealth transfer planning needs. This role... ...collaborative team of wealth management specialists. What... ...technical concepts into practical advice and... ...Public Accountant (CPA) with focus in...TaxWork experience placementWork at officeM&T Bank
Paramus, NJ2 days ago$100k - $135k
...ranked accounting, tax, and advisory firm... ...we invest in their growth and success through... ...are seeking a Tax Manager or Director to join... ...providing tax compliance, planning, and consulting... ...estate, gift, and wealth transfer taxes.Serve... ...required.Active CPA license or EA certification...TaxFull timePrivate practiceLocal area3 days per weekPKF O’Connor Davies
Hillsdale, NJ4 days ago$95k - $115k
...About Us Nisanov Tax Group is a... ...build long-term wealth. The Role... ...a path to Tax Manager . This is a client... ...to advanced tax planning. You’ll work... ...experience ~ CPA or EA license (required... ...95K–$115K) with growth opportunities as... ...career, step into leadership, and...TaxFull timeNisanov Tax Group
Fort Lee, NJ3 days ago- ...environment where learning, growth, and well-being are real... ...on a mix of 1040 individual tax returns and financial planning projects as part of the firm’s growing wealth management division. This role offers... ...Bonus incentives for earning CPA or CFP credentials -Continuous...TaxFull timeWork at office
Distinct | North America
New Milford, NJ1 day ago $75k - $95k
...endless opportunities for growth. A place where... ...professionals to gain insight into the career you envision... ...for the Audit and Tax practice of a national... ...-making. The role also manages a marketer(s) and collaborates... ...insights, and campaign planning. Leading the thought...TaxFull timeLocal 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 areaIntuit
Paramus, NJ3 hours ago$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 areaIntuit
Paramus, NJ3 hours ago$100k - $120k
...Title: Tax Accountant Location: New City, NY Salary... ...does not provide medical plan, but will be taken into consideration with regard to... ...and well-established boutique CPA firm seeks a Tax Accountant... ...professionals looking for growth, mentorship, and the flexibility...TaxPermanent employmentFull timeContract workTemporary workWork at officeFlexible hoursRJ-Staffing
New City, NY4 days ago$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 areaIntuit
Paramus, NJ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax CPA: Growth into Wealth Management & Planning. Be the first to apply!
