Tax CPA - High-Net-Worth Tax & Advisory

AlphaX; Paramus (NJ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company contribution

Paid time off

Holidays

Continuing education

Professional development

CPA education support

Mentorship

Long-term career advancement

Job summary

AlphaX in Bergen County, NJ seeks a licensed CPA to join its tax practice focusing on high‑net‑worth individuals, business owners, trusts, and estates. You will blend tax compliance with planning and strategic advisory work to optimize taxes and preserve wealth.

The ideal candidate has hands‑on public accounting experience and strong technical knowledge, with the ability to build trusted client relationships while delivering practical guidance.

Qualifications

• Active CPA license required.
• 1–3+ years of experience in public accounting, tax services, or related advisory role.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Knowledge of partnership, trust, estate, and fiduciary taxation preferred.
• Strong understanding of federal and state tax law, reporting standards, and compliance requirements.
• Genuine interest in tax strategy, estate planning, and wealth management.
• Excellent research, analytical, and problem‑solving skills.
• Strong attention to detail and the ability to interpret complex financial information.
• Excellent communication and interpersonal skills, including explaining technical tax matters to clients.
• Ability to earn client trust, manage competing priorities, and meet strict deadlines.
• Flexibility to work extended hours during tax season.
• On-site work at the Bergen County, New Jersey office.

Responsibilities

• Prepare and review federal, state, and local returns for individuals, corporations, partnerships, trusts, and estates.
• Develop tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency.
• Analyze financial statements and client records to uncover tax-saving opportunities and recommend strategies.
• Research tax legislation, regulatory updates, and complex matters to deliver accurate, timely guidance.
• Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities.
• Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation.
• Explain tax results and planning recommendations in clear, practical terms.
• Build strong client relationships through proactive communication and ongoing advisory support.
• Review returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
• Collaborate with senior professionals on complex engagements and tailored client solutions.
• Manage multiple client accounts, filing requirements, and deadlines throughout the year.
• Find opportunities to elevate client service and grow long‑term advisory relationships.

Skills

CPA license

Tax compliance

Tax planning

Client advisory

Research skills

Attention to detail

Communication skills

Time management

Job description

A respected CPA and wealth advisory firm in Bergen County, New Jersey is seeking a licensed Certified Public Accountant (CPA) to join its tax practice. The firm serves high-net-worth individuals, business owners, entrepreneurs, trusts, and estates, and this role blends tax compliance, planning, and strategic advisory work focused on tax optimization, wealth preservation, and long-term financial planning.

The ideal candidate brings hands‑on public accounting and tax experience, strong technical knowledge, and the ability to build trusted client relationships while delivering practical tax and financial guidance.

Key Responsibilities

• Prepare and review federal, state, and local returns for individuals, corporations, partnerships, trusts, and estates.
• Develop tax projections and estimated payment plans that help clients manage liabilities and improve tax efficiency.
• Analyze financial statements and client records to uncover tax‑saving opportunities and recommend strategies.
• Research tax legislation, regulatory updates, and complex matters to deliver accurate, timely guidance.
• Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities.
• Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation.
• Explain tax results and planning recommendations in clear, practical terms.
• Build strong client relationships through proactive communication and ongoing advisory support.
• Review returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
• Collaborate with senior professionals on complex engagements and tailored client solutions.
• Manage multiple client accounts, filing requirements, and deadlines throughout the year.
• Find opportunities to elevate client service and grow long‑term advisory relationships.

• Active CPA license required.
• 1–3+ years of experience in public accounting, tax services, or a related advisory role.
• Hands‑on experience preparing and reviewing individual and business tax returns.
• Knowledge of partnership, trust, estate, and fiduciary taxation strongly preferred.
• Strong understanding of federal and state tax law, reporting standards, and compliance requirements.
• Genuine interest in tax strategy, estate planning, and wealth management.
• Excellent research, analytical, and problem‑solving skills.
• Strong attention to detail and the ability to interpret complex financial information.
• Excellent communication and interpersonal skills, including explaining technical tax matters to clients.
• Ability to earn client trust, manage competing priorities, and meet strict deadlines.
• Flexibility to work extended hours during tax season.
• Ability to work on‑site at the firm's Bergen County, New Jersey office.

• Competitive compensation commensurate with experience.
• Performance‑based bonus opportunities.
• Medical, dental, and vision insurance.
• 401(k) with company contribution.
• Paid time off and company holidays.
• Continuing education and professional development.
• CPA education support and technical training.
• Mentorship from experienced tax and advisory professionals.
• Exposure to sophisticated tax, estate, retirement, and wealth‑planning engagements.
• Long‑term career advancement opportunities.