# Tax CPA - Wealth Management & Advisory

> AlphaX · Oradell, United States · Full-time · Posted 2026-10-20

**Workplace:** on_site

## Description

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.

## Benefits

-   Competitive compensation based on experience
-   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
-   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/5CA12C5628/apply)

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