Client-Facing CPA: Tax & Wealth Planning Growth
AlphaX
AlphaX in Oradell, NJ seeks a Certified Public Accountant to support individuals, small businesses, estates and trusts while growing into broader financial advisory work. The role involves preparing tax returns, identifying planning opportunities, and collaborating with experienced financial advisors to expand wealth management and estate planning. Candidates should have early-career public accounting experience, be able to meet clients, and be on-site in Oradell. #J-18808-Ljbffr AlphaX
- ...a Certified Public Accountant (CPA) to support clients in tax preparation and financial advisory... ...interest in areas such as wealth management and estate planning. This position offers competitive... ...it an excellent opportunity for growth-oriented CPAs. #J-18808-Ljbffr...Tax
- ...estate, and trust clients while developing into... ...looking for a CPA with early-career public... ...to grow beyond tax preparation. The right... ...returns, identify planning opportunities, participate... ...opportunity for a growth-oriented CPA who... ...in tax planning, wealth management, estate...TaxWork at officeAfternoon shift
- Client Overview: Our client is a growing service-based CPA firm in North Jersey providing tax, accounting, and advisory services to... ...experience with real growth opportunities. They... ...projections and planning for small business... ...skills and client-facing ability. Preferred...TaxHourly payWork at officeLocal area
- ...Job Description Tax Manager/Senior... ...partnership aspirations. Our client is a regional firm that... ..., tax compliance and planning with a robust wealth management practice,... ...awareness and drive practice growth. What you can... ...tax issues. A CPA is required Strong...TaxLocal area
$80k - $110k
...than 40 years of business growth and industry change,... ...provider of advisory, tax, and accounting services... ...strategically positioned to serve clients locally and globally.... ...responsible for planning and executing day-to-... ...public accounting required CPA license preferred or...TaxLong term contractContract workFor contractorsFor subcontractorSummer workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on... ...trust and estates, financial planning, insurance, alternative... ..., family wealth, tax considerations, and other... ...credit card sales and deposit growth and have the most-used digital...Tax
- ...currently seeking a Certified Public Accountant (CPA) to join our award-winning team. We value... ..., corporate, fiduciary, and individual tax returns Identify and execute tax planning opportunities Assist with client accounting and tax engagements and work with...Tax
$100k - $160k
...Experienced Cpa With Strong Tax Expertise A growing accounting firm is seeking... ...exceptional service to clients. The ideal candidate has... ...with strong knowledge of tax planning, compliance, and current tax... ...contributing to the continued growth of the firm. Key...TaxFull timeLocal area$50k - $70k
A fee-only wealth management firm is seeking an Administrative and Operations Associate to provide essential support to their Wealth Management and Personal Tax teams. Ideal candidates will have a Bachelor's degree, 2+ years of administrative experience, and strong organizational...Tax- ...accounting firm as a Tax Manager. Your... ...personal taxes, your CPA or EA certification... ...provide strategic tax planning guidance, and... ...you collaborate with clients, utilizing your insights... ...and opportunities faced by such firms, as... ...contribute to your personal growth and the overall...Tax
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions... ...Wealth Advisor partners with clients to identify their financial... ...implements strategic and tactical plans with strong considerations of... ...issues, liquidity needs, and tax implications to devise...TaxWork experience placement- 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
$100k - $135k
...ranked accounting, tax, and advisory firm... ...real value to our clients. Our mission is... ...we invest in their growth and success through... ...providing tax compliance, planning, and consulting... ...estate, gift, and wealth transfer taxes.... ...required. ~ Active CPA license or EA certification...TaxFull timePrivate practiceLocal areaFlexible hours3 days per week- ...fee-based financial planning practice located in... ...purpose helping clients make the transition... ...helping families sustain wealth over multiple... ...ongoing professional growth, and interested in... ...progress into a client-facing planner role over... ...Support annual tax summary reporting for...Tax
$61k - $119k
...you can help your clients achieve their goals through financial planning. On your path to becoming... ...investments for growth, insurance for... ...building or client-facing roles Excellent... ...contractors3 for income tax purposes, and a... ...Northwestern Mutual Wealth Management Company®...TaxFull timeContract workFor contractorsWork at office- A leading tax services firm in Glen Rock is seeking a Senior Tax Preparer responsible for preparing and reviewing complex tax returns. This role involves direct client interaction, tax planning, and mentoring junior staff. The ideal candidate will have over 5 years of tax...TaxFlexible hours
- ...Description Senior Tax Accountant Opportunity... ...aspirations. Our client is a regional firm... ...tradition tax compliance and planning with a robust wealth management practice,... ...and drive practice growth. What you can... ...complex tax issues. A CPA is required Strong...TaxLocal area
$76.5k - $127.5k
...the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be... ...drive new revenue, acquisition and growth. Manages risk and maximizes profitability... ...of team processes, such as pre-call planning, post-call debriefs and relationship...Full timeTemporary workPart timeWork experience placementWork at office- ...Certified Public Accountant (CPA) Responsibilities: Review (and sometimes prepare) partnership... ..., corporate, fiduciary, and individual tax returns Identify and execute tax planning opportunities Manage client accounting and tax engagements and work with staff...Tax
$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...- TD Bank, N.A. is seeking a Wealth Advisor to work with TD Wealth prospects and clients in the Ramsey, New Jersey area. You will analyze income, cash flow, assets... ...with Retail and Small Business teams to achieve growth while maintaining regulatory compliance and providing...
- ...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...TaxLocal area
- Atrium is seeking a Tax Accountant to join their esteemed CPA Firm in Little Falls, New Jersey. The ideal candidate will be part of a tenured team, directly... ...business returns, collaborating with high-net-worth clients, and providing tax advisory services. Candidates must...Tax
$50k - $70k
...to learn more. Our clients established Fee-Only Wealth Management and CPA Firm is seeking a dedicated... ...offers exceptional growth opportunities... ...and Personal Tax teams. The ideal candidate... ...client-facing demeanor and appearance... ...401(k) retirement plan with potential profit...TaxFull time- ...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
- ...where your work directly shapes client outcomes and firm growth Work across a sophisticated,... ...must hold an active CPA license or EA designation and be willing to sign tax returns. Spanish fluency is... ...reporting Deliver year‑round tax planning and strategic advisory services...TaxWork at officeFlexible hours
$50k - $70k
...established fee-only wealth management and CPA firm as an... ...contributing to our clients' financial success.... ...offers significant growth potential and advancement... ...suitable for client-facing interactions Professional... ...wealth management and tax planning processes...TaxFull timePart time$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus... ...on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...the minimum requirements are met for CPA licensure per respective state...Tax$100k - $120k
Atlantic Group is seeking a Senior Tax Accountant in Midland Park, NJ. This position offers... ..., conducting tax research, and advising clients. The ideal candidate will have at least 3... ...manage multiple engagements. Candidates with CPA or EA designation are preferred....Tax$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions...Tax
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