# Tax CPA - Wealth Management & Advisory

> AlphaX · Oradell, United States · Full-time · Posted 2026-10-16

**Workplace:** on_site

## Description

We’re seeking a licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. This role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services.

**Responsibilities**

-   Prepare and review federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
-   Develop tax projections, quarterly estimated tax plans, and strategies to minimize client tax liabilities.
-   Analyze financial records to identify tax-saving opportunities and improve tax efficiency.
-   Research tax laws, regulations, and legislative updates to provide accurate guidance.
-   Handle tax compliance and planning for trusts, estates, fiduciary arrangements, and related entities.
-   Advise clients on retirement planning, business succession, estate transfers, and wealth preservation.
-   Meet with clients to explain tax matters and recommend practical financial strategies.
-   Build long-term client relationships through ongoing tax planning and advisory services.
-   Review tax returns, workpapers, supporting schedules, and financial documentation for accuracy and compliance.
-   Collaborate with senior team members on complex tax engagements and client-specific strategies.
-   Manage multiple client engagements, filing deadlines, and deliverables throughout the year.
-   Identify opportunities to enhance client service and expand advisory relationships.

## Requirements

-   **Active CPA license required.**
-   1–3+ years of experience in public accounting, tax preparation, or a related advisory role.
-   Hands-on experience preparing and reviewing individual and business tax returns.
-   Experience with partnership, trust, estate, and fiduciary taxation strongly preferred.
-   Strong knowledge of federal and state tax regulations and compliance requirements.
-   Interest in tax planning, estate strategies, and wealth advisory services.
-   Excellent tax research, analytical, and problem-solving skills.
-   Strong attention to detail and ability to interpret complex financial information.
-   Excellent communication skills and ability to explain tax concepts to clients.
-   Ability to build trusted client relationships and manage multiple deadlines.
-   Willingness to work extended hours during tax season.
-   Ability to work on-site in Oradell, New Jersey.

## 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 complex tax, estate, retirement, and wealth-planning strategies
-   Opportunities for long-term career growth

## Apply

[Apply at AlphaX](https://apply.workable.com/alphax/j/5DD53576C7/apply)

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