# Tax CPA - Wealth Management & Advisory

> AlphaX · Oradell, United States · Full-time · Posted 2026-10-09

**Workplace:** on_site

## Description

We are seeking a **licensed Certified Public Accountant (CPA)** to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates.

This client-facing role combines complex tax preparation and compliance with proactive tax planning and wealth advisory services. The ideal candidate will work directly with clients to identify tax-saving opportunities and support strategies involving estate planning, retirement planning, business succession, and long-term wealth preservation.

This is an excellent opportunity for a tax professional looking to expand beyond traditional compliance and develop expertise in comprehensive tax and wealth advisory services.

Key Responsibilities

-   Prepare and review complex federal, state, and local tax returns for individuals, businesses, partnerships, trusts, estates, and other entities.
-   Develop tax projections, quarterly estimated tax strategies, and year-round tax planning recommendations.
-   Analyze client financial information to identify tax-saving opportunities and improve overall tax efficiency.
-   Research federal and state tax laws, regulations, and legislative changes to provide practical client recommendations.
-   Assist with trust, estate, fiduciary, and related tax compliance and planning.
-   Advise clients on tax implications related to retirement planning, business succession, estate planning, and wealth preservation.
-   Participate in client meetings and communicate complex tax concepts and planning strategies clearly.
-   Build and maintain long-term client relationships while serving as a trusted tax and advisory resource.
-   Collaborate with senior professionals on complex tax engagements and financial planning initiatives.
-   Review tax returns, workpapers, supporting schedules, and documentation for accuracy and compliance.
-   Manage multiple client engagements, deadlines, and deliverables throughout the year.
-   Identify opportunities to enhance client service and expand advisory relationships.
-   Stay current on tax legislation, accounting developments, and wealth-planning strategies.

## Requirements

-   **Active CPA license required.**
-   1–3+ years of experience in public accounting, tax preparation, or a related advisory environment.
-   Hands-on experience preparing and reviewing individual and business tax returns.
-   Experience with partnership, trust, estate, and fiduciary taxation is strongly preferred.
-   Strong understanding of federal and state tax laws and compliance requirements.
-   Interest in developing expertise in tax planning and wealth advisory beyond traditional tax compliance.
-   Excellent tax research, analytical, and problem-solving skills.
-   Strong attention to detail and the ability to analyze complex financial information.
-   Excellent communication and interpersonal skills, including the ability to explain tax concepts in client-friendly terms.
-   Ability to build trusted client relationships and deliver exceptional client service.
-   Strong organizational skills and the ability to manage multiple engagements and deadlines.
-   Willingness to work extended hours during tax season.
-   Ability to work on-site in Oradell, New Jersey.

## Benefits

-   Competitive compensation based on experience and qualifications.
-   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 opportunities.
-   Support for ongoing CPA education and technical training.
-   Direct mentorship from experienced tax and advisory professionals.
-   Exposure to sophisticated tax, estate, retirement, and wealth-planning strategies.
-   Opportunities to develop client relationships and expand advisory expertise.
-   Long-term career growth within an expanding accounting and advisory practice.

## Apply

[Apply at AlphaX](https://apply.workable.com/alphax/j/8956466A15/apply)

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