Tax CPA - Wealth Management & Advisory

We’re seeking a licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. This role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services.

Responsibilities

- Prepare and review federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates. - Develop tax projections, quarterly estimated tax plans, and strategies to minimize client tax liabilities. - Analyze financial records to identify tax-saving opportunities and improve tax efficiency. - Research tax laws, regulations, and legislative updates to provide accurate guidance. - Handle tax compliance and planning for trusts, estates, fiduciary arrangements, and related entities. - Advise clients on retirement planning, business succession, estate transfers, and wealth preservation. - Meet with clients to explain tax matters and recommend practical financial strategies. - Build long-term client relationships through ongoing tax planning and advisory services. - Review tax returns, workpapers, supporting schedules, and financial documentation for accuracy and compliance. - Collaborate with senior team members on complex tax engagements and client-specific strategies. - Manage multiple client engagements, filing deadlines, and deliverables throughout the year. - Identify opportunities to enhance client service and expand advisory relationships.

Requirements

- Active CPA license required. - 1–3+ years of experience in public accounting, tax preparation, or a related advisory role. - Hands-on experience preparing and reviewing individual and business tax returns. - Experience with partnership, trust, estate, and fiduciary taxation strongly preferred. - Strong knowledge of federal and state tax regulations and compliance requirements. - Interest in tax planning, estate strategies, and wealth advisory services. - Excellent tax research, analytical, and problem-solving skills. - Strong attention to detail and ability to interpret complex financial information. - Excellent communication skills and ability to explain tax concepts to clients. - Ability to build trusted client relationships and manage multiple deadlines. - Willingness to work extended hours during tax season. - Ability to work on-site in Oradell, New Jersey.

Benefits

- Competitive compensation based on experience - Performance-based bonus opportunities - Health, dental, and vision insurance - 401(k) with company contribution - Paid time off and company holidays - Continuing education and professional development - CPA education support and technical training - Mentorship from experienced tax and advisory professionals - Exposure to complex tax, estate, retirement, and wealth-planning strategies - Opportunities for long-term career growth