Tax CPA - Wealth Management & Advisory

We’re seeking a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role combines tax compliance with strategic planning, offering opportunities to advise clients on tax efficiency, estate planning, retirement, and long-term wealth preservation.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Develop tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
• Analyze financial statements and client records to identify tax-saving opportunities and recommend strategies.
• Research tax legislation, regulatory updates, and complex tax issues to provide accurate, current guidance.
• Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities.
• Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation.
• Communicate tax results and planning recommendations in clear, practical terms.
• Build lasting client relationships through proactive communication and ongoing advisory support.
• Review tax returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
• Collaborate with senior professionals on complex tax engagements and customized client solutions.
• Manage multiple client accounts, filing requirements, and deadlines throughout the tax year.
• Identify opportunities to improve client service and expand advisory relationships.

Requirements

• Active CPA license required.
• 1–3+ years of experience in public accounting, tax services, or a related advisory role.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Knowledge of partnership, trust, estate, and fiduciary taxation strongly preferred.
• Strong understanding of federal and state tax laws, reporting standards, and compliance requirements.
• Interest in tax strategy, estate planning, and wealth management.
• Excellent research, analytical, and problem-solving skills.
• Strong attention to detail and ability to analyze complex financial information.
• Excellent communication and interpersonal skills, including the ability to explain technical tax matters to clients.
• Ability to build client trust, manage competing priorities, and meet strict deadlines.
• Flexibility to work extended hours during tax season.
• Ability to work on-site in Oradell, NJ.