# Tax CPA - High-Net-Worth Tax & Advisory

> AlphaX · Paramus, United States · Full-time · Posted 2026-11-10

**Workplace:** on_site

## Description

A respected CPA and wealth advisory firm in Bergen County, New Jersey is seeking a licensed Certified Public Accountant (CPA) to join its tax practice. The firm serves high-net-worth individuals, business owners, entrepreneurs, trusts, and estates, and this role blends tax compliance, planning, and strategic advisory work focused on tax optimization, wealth preservation, and long-term financial planning.

The ideal candidate brings hands-on public accounting and tax experience, strong technical knowledge, and the ability to build trusted client relationships while delivering practical tax and financial guidance.

### Key Responsibilities

-   Prepare and review federal, state, and local returns for individuals, corporations, partnerships, trusts, and estates.
-   Develop tax projections and estimated payment plans that help clients manage liabilities and improve tax efficiency.
-   Analyze financial statements and client records to uncover tax-saving opportunities and recommend strategies.
-   Research tax legislation, regulatory updates, and complex matters to deliver accurate, timely 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.
-   Explain tax results and planning recommendations in clear, practical terms.
-   Build strong client relationships through proactive communication and ongoing advisory support.
-   Review returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
-   Collaborate with senior professionals on complex engagements and tailored client solutions.
-   Manage multiple client accounts, filing requirements, and deadlines throughout the year.
-   Find opportunities to elevate client service and grow long-term 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 law, reporting standards, and compliance requirements.
-   Genuine interest in tax strategy, estate planning, and wealth management.
-   Excellent research, analytical, and problem-solving skills.
-   Strong attention to detail and the ability to interpret complex financial information.
-   Excellent communication and interpersonal skills, including explaining technical tax matters to clients.
-   Ability to earn client trust, manage competing priorities, and meet strict deadlines.
-   Flexibility to work extended hours during tax season.
-   Ability to work on-site at the firm's Bergen County, New Jersey office.

## Benefits

-   Competitive compensation commensurate with experience.
-   Performance-based bonus opportunities.
-   Medical, 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 sophisticated tax, estate, retirement, and wealth-planning engagements.
-   Long-term career advancement opportunities.

## Apply

[Apply at AlphaX](https://apply.workable.com/alphax/j/4434C80587/apply)

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