# Tax CPA - Wealth Management & Advisory

> AlphaX · Oradell, United States · Full-time · Posted 2026-10-06

**Workplace:** on_site

## Description

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

This is a client-facing role that extends beyond traditional tax compliance. The CPA will be responsible for complex tax preparation and planning while working directly with clients to identify opportunities involving **tax efficiency, estate planning, retirement planning, business succession, and long-term wealth preservation**.

The ideal candidate is a strong tax professional who enjoys working directly with clients and wants to develop into a broader **tax and wealth advisory professional**. This position offers meaningful exposure to sophisticated tax and financial planning strategies, along with opportunities for long-term career growth.

Responsibilities

-   Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, businesses, partnerships, trusts, estates, and other entities.
-   Manage year-round tax planning, tax projections, and quarterly estimated tax strategies.
-   Analyze client financial and tax situations to identify planning opportunities and potential tax efficiencies.
-   Research federal and state tax laws, regulations, and developments and translate them into practical recommendations for clients.
-   Assist with trust, estate, fiduciary, and related tax compliance and planning matters.
-   Support clients with tax considerations related to retirement planning, business succession, estate planning, and wealth preservation.
-   Participate in client meetings and clearly communicate complex tax concepts, planning strategies, and recommendations.
-   Build and maintain long-term relationships with clients and serve as a trusted tax and advisory resource.
-   Work closely with senior professionals on complex tax, planning, and advisory engagements.
-   Review tax returns, workpapers, schedules, and supporting documentation for accuracy, completeness, and compliance.
-   Manage multiple client engagements, deadlines, and deliverables throughout the year.
-   Identify opportunities to improve client service and expand advisory relationships.
-   Stay current on changes in tax legislation, accounting standards, and wealth-planning strategies.

## Requirements

-   **Active CPA license required.**
-   **1–3+ years of experience in public accounting, tax, or a related advisory environment.**
-   Hands-on experience preparing and reviewing individual and business tax returns.
-   Experience with partnerships, trusts, estates, and fiduciary taxation strongly preferred.
-   Strong understanding of federal and state taxation and tax compliance requirements.
-   Interest in developing beyond traditional compliance into **tax planning and wealth advisory**.
-   Strong tax research, analytical, and problem-solving skills.
-   Excellent attention to detail and ability to review complex financial information.
-   Strong interpersonal and communication skills with the ability to explain complex tax matters in a clear, client-friendly manner.
-   Demonstrated ability to develop trusted client relationships and deliver a high level of client service.
-   Ability to manage multiple engagements and deadlines in a fast-paced 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 and qualifications.
-   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 opportunities.
-   Support for ongoing CPA education and 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.
-   Long-term career growth within an expanding accounting and advisory practice.

## Apply

[Apply at AlphaX](https://apply.workable.com/alphax/j/C2682140E9/apply)

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