Certified Public Accountant (CPA)

Overview Our client is a highly respected, award-winning investment and wealth advisory firm based in Bergen County, NJ, recognized as a top firm by AUM and ranked nationally for financial advisory services. Role Certified Public Accountant (CPA) – Full time, On Site. Location: New Jersey. Role Summary This is a client-facing CPA position centered on 1040 client interviews and preparation, with room to grow into small business tax, estate planning, and financial advisory work. Responsibilities Meet with and prepare individual (1040) tax returns for existing clients Prepare small business tax returns (1065s, some 1120s) Work on estate plans and estate tax returns, including NJ-ITR, 1041, 706 Provide tax planning for clients throughout the year Support financial planning and client budgeting Participate in retirement and estate planning meetings Support financial advisors with tax planningContribute to new business development Qualifications CPA designation (or well progressed through the exams, e.g., multiple sections passed on first attempt) Roughly 1-5 years of experience, ideally someone earlier in their career who is interested in growing into an advisory role Highly organized, efficient, and able to self-manage In-office role, with availability for some evenings and Saturdays during client meetings and tax season (Feb-Apr) Lacerte tax software experience a plus Excellent verbal and written communication skills Strong work ethic and a growth-oriented mindset Why this Role Our client offers a collaborative, inclusive culture, competitive salary, and genuine long-term growth potential, including a path toward financial advisory work and additional credentials. The firm is expanding its office space to support continued team growth. #J-18808-Ljbffr