# Tax CPA - Wealth Management & Advisory

> AlphaX · Oradell, United States · Full-time · Posted 2026-10-23

**Workplace:** on_site

## Description

We’re seeking a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role combines tax compliance with strategic planning, offering opportunities to advise clients on tax efficiency, estate planning, retirement, and long-term wealth preservation.

**Key Responsibilities**

-   Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
-   Develop tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
-   Analyze financial statements and client records to identify tax-saving opportunities and recommend strategies.
-   Research tax legislation, regulatory updates, and complex tax issues to provide accurate, current 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.
-   Communicate tax results and planning recommendations in clear, practical terms.
-   Build lasting client relationships through proactive communication and ongoing advisory support.
-   Review tax returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
-   Collaborate with senior professionals on complex tax engagements and customized client solutions.
-   Manage multiple client accounts, filing requirements, and deadlines throughout the tax year.
-   Identify opportunities to improve client service and expand 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 laws, reporting standards, and compliance requirements.
-   Interest in tax strategy, estate planning, and wealth management.
-   Excellent research, analytical, and problem-solving skills.
-   Strong attention to detail and ability to analyze complex financial information.
-   Excellent communication and interpersonal skills, including 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/77C11E9C81/apply)

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