# Tax CPA - Wealth Management & Advisory

> AlphaHire · Oradell, United States · Full-time · Posted 2026-08-18

**Workplace:** on_site

## Description

We are seeking a licensed **Certified Public Accountant (CPA)** to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This position is ideal for a tax professional who wants to build a career that extends beyond tax compliance into **strategic tax planning, estate planning, retirement planning, and wealth management**.

Working alongside experienced advisors, you'll gain exposure to sophisticated tax strategies while developing long-term relationships with a diverse client base. If you're passionate about helping clients make informed financial decisions and want to grow within a collaborative environment, we'd love to hear from you.

### Responsibilities

-   Prepare federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
-   Assist with proactive tax planning, projections, and year-round advisory services.
-   Research tax laws and regulations to provide accurate guidance and recommendations.
-   Identify tax-saving opportunities and planning strategies for clients.
-   Support trust, estate, and fiduciary tax planning engagements.
-   Contribute to retirement planning, wealth management, and financial advisory initiatives.
-   Participate in client meetings and help present tax planning recommendations.
-   Build and maintain strong client relationships through responsive, high-quality service.
-   Collaborate with senior tax professionals on complex tax and advisory engagements.
-   Manage multiple client projects while meeting deadlines throughout the year.
-   Prepare and maintain organized workpapers and supporting documentation.
-   Assist with bookkeeping, accounting, and other advisory projects as needed.
-   Stay current on changes in tax legislation and industry best practices.

## Requirements

-   Active **CPA license** required.
-   1–3+ years of experience in public accounting or tax.
-   Experience preparing individual and business tax returns.
-   Strong knowledge of federal and state tax regulations.
-   Experience with partnerships, trusts, and estate taxation is highly preferred.
-   Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
-   Strong analytical, organizational, and problem-solving abilities.
-   Excellent written and verbal communication skills.
-   Ability to develop strong client relationships and provide exceptional service.
-   Comfortable managing multiple priorities in a deadline-driven environment.
-   Willingness to work additional hours during peak tax seasons.
-   Ability to work **on-site in Oradell, New Jersey**.

## Benefits

-   Competitive salary based on experience
-   Performance-based bonus opportunities
-   Comprehensive health benefits
-   Retirement savings plan
-   Paid time off and company holidays
-   Continuing education and CPA development support
-   Mentorship from experienced tax and financial advisory professionals
-   Exposure to advanced tax, estate, and wealth planning strategies
-   Direct client interaction and relationship-building opportunities
-   Clear path for long-term career growth within the firm

This opportunity is perfect for a CPA who is looking to move beyond traditional tax preparation and develop into a trusted advisor, helping clients navigate tax, estate, retirement, and wealth planning while building a rewarding long-term career.

## Apply

[Apply at AlphaHire](https://apply.workable.com/alphax/j/2D44B8C921/apply)

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