# Tax CPA - Wealth Management & Advisory

> AlphaHire · Oradell, United States · Full-time · Posted 2026-08-25

**Workplace:** on_site

## Description

We are seeking a licensed **Certified Public Accountant (CPA)** to join a growing public accounting and advisory firm serving **high-net-worth individuals, business owners, partnerships, trusts, and estates**. This role is ideal for a tax professional who wants to expand beyond tax compliance and build expertise in **tax planning, estate planning, retirement planning, and wealth management**.

Working alongside experienced advisors, you'll gain exposure to sophisticated tax strategies while developing long-term client relationships and providing comprehensive financial guidance. This is an excellent opportunity for a CPA seeking a collaborative environment with clear opportunities for professional growth.

### Responsibilities

-   Prepare federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
-   Assist with proactive tax planning, projections, and year-round advisory services.
-   Research tax laws and regulations to provide accurate guidance and planning recommendations.
-   Identify tax-saving opportunities and strategic planning solutions for clients.
-   Support trust, estate, and fiduciary tax planning engagements.
-   Contribute to retirement planning, wealth management, and financial advisory initiatives.
-   Participate in client meetings and present tax planning recommendations.
-   Build and maintain strong client relationships through exceptional service and communication.
-   Collaborate with senior tax professionals on complex tax and advisory engagements.
-   Manage multiple client engagements while meeting deadlines throughout the year.
-   Prepare and maintain organized workpapers and supporting documentation.
-   Assist with bookkeeping, accounting, and additional advisory projects as needed.
-   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, partnership, and business tax returns.
-   Strong knowledge of federal and state tax regulations.
-   Experience with trust, estate, and fiduciary taxation is highly preferred.
-   Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
-   Strong analytical, organizational, and problem-solving skills.
-   Excellent written, verbal, and interpersonal communication abilities.
-   Ability to build strong client relationships and provide exceptional client service.
-   Comfortable managing multiple priorities in a deadline-driven environment.
-   Willingness to work additional hours during peak tax seasons.
-   Ability to work **on-site in Oradell, New Jersey**.

## Benefits

-   Competitive salary based on experience.
-   Performance-based bonus opportunities.
-   Comprehensive health, dental, and vision insurance.
-   Retirement savings plan with company contribution.
-   Paid time off and company holidays.
-   Continuing education and CPA licensing support.
-   Mentorship from experienced tax and financial advisory professionals.
-   Exposure to advanced tax, estate, retirement, and wealth planning strategies.
-   Direct client interaction and long-term relationship-building opportunities.
-   Clear path for career advancement within a growing advisory practice.

This position is ideal for a CPA looking to build a long-term career as a trusted advisor, helping clients navigate complex tax, estate, retirement, and wealth planning while growing professionally within a collaborative public accounting firm.

## Apply

[Apply at AlphaHire](https://apply.workable.com/alphax/j/BA42FC3E1C/apply)

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