Tax CPA & Private Client Wealth Planner

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

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.