# Tax CPA - Wealth Management & Advisory

> AlphaHire · Oradell, United States · Full-time · Posted 2026-10-02

**Workplace:** on_site

## Description

We are looking for a **licensed CPA** to join a growing accounting and advisory firm supporting **high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates**.

This position goes beyond traditional tax preparation. You will work directly with clients to handle complex tax matters, identify planning opportunities, and contribute to broader strategies involving **estate planning, retirement, investments, and long-term wealth preservation**.

This is a strong fit for a CPA who wants meaningful client exposure and the opportunity to develop into a well-rounded **tax and wealth advisory professional**.

Responsibilities

-   Prepare and review complex federal, state, and local tax filings for individuals, businesses, partnerships, trusts, and estates.
-   Lead year-round tax planning, projections, and quarterly estimated tax strategies.
-   Analyze client financial situations to identify tax efficiencies and planning opportunities.
-   Research tax regulations and translate changes in tax law into practical client recommendations.
-   Support fiduciary, trust, and estate tax matters, including related planning and compliance.
-   Work with clients on retirement, succession, estate, and wealth-planning considerations.
-   Participate in client meetings and explain tax strategies in a clear, practical manner.
-   Serve as a trusted point of contact and develop long-term client relationships.
-   Partner with senior professionals on complex tax and advisory engagements.
-   Manage multiple client accounts, deadlines, and deliverables throughout the year.
-   Review workpapers and tax returns for accuracy, completeness, and compliance.
-   Stay current on tax law, accounting developments, and planning strategies.

## Requirements

-   **Active CPA license required.**
-   **1–3+ years of experience in public accounting or tax.**
-   Hands-on experience preparing and reviewing tax returns for individuals and business entities.
-   Experience with **partnership, trust, estate, and fiduciary taxation** strongly preferred.
-   Solid understanding of federal and state taxation.
-   Strong interest in moving beyond compliance into **tax planning and wealth advisory**.
-   Excellent analytical and research skills with strong attention to detail.
-   Confident communicator who can explain complex tax matters to clients.
-   Strong relationship-building and client-service skills.
-   Ability to manage multiple priorities in a deadline-driven environment.
-   Willingness to work extended hours during tax season.
-   Must be able to work **on-site in Oradell, NJ**.

## Benefits

-   Competitive compensation based on experience.
-   Performance-based bonus opportunities.
-   Health, dental, and vision coverage.
-   401(k) with company contribution.
-   Paid time off and company holidays.
-   Continuing education and professional development.
-   Support for CPA licensing and ongoing professional training.
-   Direct mentorship from experienced tax and advisory professionals.
-   Exposure to sophisticated **tax, estate, retirement, and wealth-planning strategies**.
-   Significant client interaction and relationship-building opportunities.
-   Career growth within an expanding accounting and advisory practice.

## Apply

[Apply at AlphaHire](https://apply.workable.com/alphax/j/8967864435/apply)

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