Tax CPA - Wealth Management & Advisory

We’re looking for a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role goes beyond tax preparation, offering opportunities to develop customized tax strategies and advise clients on estate planning, retirement, and long-term wealth preservation.

Key Responsibilities

• Prepare and review tax filings for individuals, corporations, partnerships, trusts, and estates across federal, state, and local jurisdictions.
• Create tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
• Examine financial statements and client records to uncover tax-saving opportunities and recommend appropriate strategies.
• Research tax legislation, regulatory changes, and complex tax issues to provide sound, up-to-date guidance.
• Oversee tax compliance and planning for fiduciary accounts, estate matters, trusts, and related entities.
• Advise clients on retirement strategies, business transitions, estate transfers, and wealth preservation.
• Discuss tax results and planning recommendations with clients in clear, practical terms.
• Develop lasting client relationships through proactive communication and ongoing advisory support.
• Review returns, workpapers, supporting schedules, and financial records to ensure accuracy and regulatory compliance.
• Partner with senior professionals on complex tax engagements and tailored client solutions.
• Coordinate multiple client accounts, filing requirements, and deadlines throughout the tax year.
• Identify opportunities to strengthen client service and expand advisory engagements.

Requirements

• Active CPA license required.
• 1–3+ years of experience in public accounting, tax services, or a related advisory position.
• Practical experience preparing and reviewing individual and business tax returns.
• Knowledge of partnership, trust, estate, and fiduciary taxation is 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 abilities.
• High attention to detail and the ability to evaluate complex financial information.
• Strong interpersonal skills and 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.