# Tax CPA - Wealth Management & Advisory

> AlphaHire · Oradell, United States · Full-time · Posted 2026-09-15

**Workplace:** on_site

## Description

We are seeking an experienced **CPA** to join a growing public accounting and advisory firm serving **high-net-worth individuals, business owners, partnerships, trusts, and estates**.

This position combines **tax compliance, tax planning, and strategic advisory**, giving you the opportunity to work directly with clients on complex tax matters, estate planning, retirement strategies, and long-term wealth management.

The ideal candidate is a client-focused tax professional who enjoys solving complex problems, identifying planning opportunities, and building trusted, long-term relationships with clients.

Responsibilities

-   Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
-   Provide year-round tax planning, projections, and advisory services.
-   Research federal and state tax laws, regulations, and legislative developments.
-   Identify tax-saving opportunities and develop practical strategies aligned with client goals.
-   Assist with trust, estate, and fiduciary tax planning and compliance.
-   Support retirement planning, wealth management, and broader financial advisory initiatives.
-   Participate in client meetings and clearly communicate tax strategies and recommendations.
-   Build and maintain strong, long-term client relationships.
-   Collaborate with senior tax and advisory professionals on complex engagements.
-   Manage multiple client engagements while meeting deadlines throughout the year.
-   Prepare accurate workpapers and maintain complete, organized supporting documentation.
-   Stay current on tax legislation, accounting standards, and industry best practices.

## Requirements

-   **Active CPA license required.**
-   **1–3+ years of public accounting or tax experience.**
-   Experience preparing individual, corporate, partnership, trust, and estate tax returns.
-   Strong knowledge of federal and state tax laws and regulations.
-   **Trust, estate, and fiduciary tax experience is highly preferred.**
-   Interest in expanding beyond compliance into **tax planning, estate planning, retirement planning, and wealth management**.
-   Strong analytical, organizational, and problem-solving skills.
-   Excellent written and verbal communication abilities.
-   Strong client-service and relationship-building skills.
-   Ability to manage multiple engagements and priorities in a deadline-driven environment.
-   Willingness to work additional hours during peak tax season.
-   Ability to work **on-site in Oradell, NJ**.

## Benefits

-   Competitive salary 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 support.
-   CPA licensing and ongoing training support.
-   Mentorship from experienced tax and advisory professionals.
-   Exposure to advanced **tax, estate, retirement, and wealth-management strategies**.
-   Direct client interaction and opportunities to develop long-term advisory relationships.
-   Clear career advancement opportunities within a growing firm.

## Apply

[Apply at AlphaHire](https://apply.workable.com/alphax/j/7C92740C02/apply)

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