Tax CPA - Wealth Management & Advisory

We are seeking a licensed Certified Public Accountant (CPA) to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates.

This client-facing role combines complex tax preparation and compliance with proactive tax planning and wealth advisory services. The ideal candidate will work directly with clients to identify tax-saving opportunities and support strategies involving estate planning, retirement planning, business succession, and long-term wealth preservation.

This is an excellent opportunity for a tax professional looking to expand beyond traditional compliance and develop expertise in comprehensive tax and wealth advisory services.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, businesses, partnerships, trusts, estates, and other entities.
• Develop tax projections, quarterly estimated tax strategies, and year-round tax planning recommendations.
• Analyze client financial information to identify tax-saving opportunities and improve overall tax efficiency.
• Research federal and state tax laws, regulations, and legislative changes to provide practical client recommendations.
• Assist with trust, estate, fiduciary, and related tax compliance and planning.
• Advise clients on tax implications related to retirement planning, business succession, estate planning, and wealth preservation.
• Participate in client meetings and communicate complex tax concepts and planning strategies clearly.
• Build and maintain long-term client relationships while serving as a trusted tax and advisory resource.
• Collaborate with senior professionals on complex tax engagements and financial planning initiatives.
• Review tax returns, workpapers, supporting schedules, and documentation for accuracy and compliance.
• Manage multiple client engagements, deadlines, and deliverables throughout the year.
• Identify opportunities to enhance client service and expand advisory relationships.
• Stay current on tax legislation, accounting developments, and wealth-planning strategies.

Requirements

• Active CPA license required.
• 1–3+ years of experience in public accounting, tax preparation, or a related advisory environment.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Experience with partnership, trust, estate, and fiduciary taxation is strongly preferred.
• Strong understanding of federal and state tax laws and compliance requirements.
• Interest in developing expertise in tax planning and wealth advisory beyond traditional tax compliance.
• Excellent tax research, analytical, and problem-solving skills.
• Strong attention to detail and the ability to analyze complex financial information.
• Excellent communication and interpersonal skills, including the ability to explain tax concepts in client-friendly terms.
• Ability to build trusted client relationships and deliver exceptional client service.
• Strong organizational skills and the ability to manage multiple engagements and deadlines.
• Willingness to work extended hours during tax season.
• Ability to work on-site in Oradell, New Jersey.

Benefits

• Competitive compensation based on experience and qualifications.
• 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 opportunities.
• Support for ongoing CPA education and technical training.
• Direct mentorship from experienced tax and advisory professionals.
• Exposure to sophisticated tax, estate, retirement, and wealth-planning strategies.
• Opportunities to develop client relationships and expand advisory expertise.
• Long-term career growth within an expanding accounting and advisory practice.