Tax CPA - Wealth Management & Advisory

Job Description

Job Description

We are seeking a Certified Public Accountant (CPA) to join a growing public accounting and advisory practice serving individuals, business owners, partnerships, trusts, and estates. This position offers the opportunity to build on a strong tax foundation while developing broader expertise in tax planning, estate planning, retirement planning, and wealth management .

The ideal candidate has approximately 1–3+ years of public accounting or tax experience , enjoys working directly with clients, and is interested in expanding beyond traditional tax compliance into a long-term advisory role. You will work closely with experienced professionals while gaining exposure to sophisticated tax and financial planning matters across a diverse client base.

This is an excellent opportunity for a motivated CPA who wants to combine technical tax expertise with relationship-driven financial advisory work.

• Prepare federal and state tax returns for individuals, businesses, partnerships, trusts, and estates.
• Assist with year-round tax planning, projections, and strategies designed to help clients manage their tax obligations effectively.
• Support estate planning, retirement planning, wealth management, and other financial advisory initiatives.
• Participate in client meetings to discuss tax matters, financial goals, planning opportunities, and recommendations.
• Research federal and state tax laws and apply findings to client-specific situations.
• Identify potential tax-saving and planning opportunities for individuals and business owners.
• Collaborate with senior accounting, tax, and advisory professionals on complex client engagements.
• Assist with trust and estate taxation and related planning matters.
• Maintain accurate client records, workpapers, and supporting documentation.
• Manage assigned engagements and deadlines, particularly during peak tax filing periods.
• Build and maintain long-term client relationships through responsive, professional communication.
• Assist with accounting, bookkeeping, and other advisory services as needed.
• Stay current on changes in tax laws, regulations, financial planning strategies, and industry developments.

Requirements

• Active CPA license required.
• 1–3+ years of public accounting, tax, or closely related experience.
• Hands-on experience preparing individual and business income tax returns.
• Familiarity with partnership, trust, and estate taxation is strongly preferred.
• Strong interest in developing expertise in tax planning, estate planning, retirement planning, financial planning, and wealth management .
• Desire to grow beyond tax preparation into a broader client advisory role.
• Strong understanding of federal and state tax regulations and compliance requirements.
• Excellent analytical, organizational, and problem-solving abilities.
• Strong written and verbal communication skills with the ability to work directly with clients.
• Ability to manage multiple client engagements and deadlines during busy tax seasons.
• Willingness to work additional hours during peak filing periods.
• Ability to work on-site in Oradell, New Jersey .

Benefits

• Competitive salary based on experience.
• Performance-based bonus opportunities.
• Health insurance and comprehensive company-sponsored benefits.
• Retirement savings plan.
• Paid time off and company holidays.
• Continuing education and professional development support.
• Direct mentorship from experienced tax and advisory professionals.
• Exposure to tax planning, estate planning, retirement planning, and wealth management.
• Opportunity to develop direct, long-term relationships with clients.
• Strong potential for long-term career growth within tax and advisory services.

This opportunity is ideal for a CPA looking to expand beyond traditional tax compliance and develop a long-term career combining tax expertise, financial planning, wealth management, and trusted client advisory services .