Tax CPA - Private Client & Financial Planning

AlphaX; Paramus (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

AlphaX is a growing CPA and wealth advisory firm seeking a motivated Tax CPA to join our team. This role involves working directly with individuals, families, and small-business owners while expanding into financial planning and wealth advisory services.

Our Oradell, NJ office near Paramus offers opportunities to meet clients, prepare returns, plan estates, and collaborate with financial advisors. Growth, mentorship, and client relationships are key features of this role.

Qualifications

• Active CPA license is required.
• Bachelor’s degree in accounting or related field.
• 3–10 years of relevant accounting or tax experience; public accounting preferred.
• Strong client-facing communication skills.
• Experience with partnership returns; fiduciary/trust/estate tax a plus.
• Lacerte experience is a plus; QuickBooks and Excel proficiency desired.

Responsibilities

• Meet with clients and prepare individual income tax returns.
• Prepare partnership and small-business tax returns (Forms 1065, 1120).
• Assist with fiduciary, trust, estate, and estate-tax returns.
• Work on tax matters involving Forms 1040 and 706.
• Identify year-round tax-planning opportunities.
• Prepare tax projections for clients.
• Participate in retirement and estate-planning meetings.
• Assist with financial plans, client budgets, and planning presentations.
• Collaborate with financial advisors on tax-sensitive strategies.
• Maintain strong relationships with new and existing clients.
• Participate in business-development opportunities.
• Assist and mentor junior staff based on experience.

Skills

Active CPA license

Client-facing communication

Public accounting experience

Tax knowledge (individual & small biz)

Lacerte experience

QuickBooks

Microsoft Office

Excel proficiency

Mentoring junior staff

Business development

Entrepreneurial mindset

Tax planning

Education

Bachelor’s degree in accounting or related field

Tools

Lacerte

QuickBooks

Microsoft Office

Excel

Job description

We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.

This opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services.

Our office is located in Oradell, NJ, just minutes from Paramus.

What You’ll Do

• Meet directly with clients and prepare individual income tax returns
• Prepare partnership and small-business tax returns, including Forms 1065 and selected 1120 filings
• Assist with fiduciary, trust, estate, and estate-tax returns
• Work on tax matters involving Forms 1040 and 706
• Identify year-round tax-planning opportunities
• Prepare tax projections for clients
• Participate in retirement and estate-planning meetings
• Assist with financial plans, client budgets, and planning presentations
• Collaborate with financial advisors on tax-sensitive strategies
• Maintain strong relationships with new and existing clients
• Participate in business-development opportunities
• Assist and mentor junior staff based on experience

• Active CPA license
• Bachelor’s degree in accounting or a related field
• Approximately 3–10 years of relevant accounting or tax experience
• Public-accounting firm experience preferred
• Strong individual and small-business tax knowledge
• Experience with partnership returns
• Trust, estate, or fiduciary tax experience is a plus
• Strong client-facing communication skills
• Excellent attention to detail and organizational ability
• Ability to work independently and collaboratively
• Growth-oriented and entrepreneurial mindset
• Lacerte experience is a plus
• QuickBooks, Microsoft Office, and Excel proficiency preferred

• Exposure to both tax and wealth-management services
• Opportunity to participate in estate, retirement, and financial planning
• Potential to pursue additional credentials such as the CFP
• Collaborative and growth-oriented environment
• Direct interaction with clients and firm leadership
• Competitive salary, bonus potential, and benefits based on experience