Tax CPA - Wealth Management & Advisory

AlphaGov; Oradell (NJ); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company contribution

Paid time off and holidays

Continuing education and professional…

Job summary

AlphaGov in Oradell, NJ seeks an experienced CPA to join a growing tax advisory firm serving high-net-worth individuals, business owners, trusts, and estates. You will blend tax compliance with strategic planning and direct client interaction.

The ideal candidate enjoys solving complex tax issues, identifying planning opportunities, and building long-term client relationships while working on-site in New Jersey.

Qualifications

• Active CPA license is required.
• 1–3+ years of public accounting or tax experience.
• Experience preparing returns for individuals, corporations, partnerships, trusts, and estates.
• Strong knowledge of federal and state tax laws and regulations.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
• Provide year-round tax planning, projections, and advisory services.
• Research federal and state tax laws, regulations, and legislative developments.
• Identify tax-saving opportunities and develop practical strategies for clients.
• Assist with trust, estate, and fiduciary tax planning and compliance.
• Support retirement planning and wealth management advisory initiatives.
• Participate in client meetings and communicate tax strategies clearly.
• Build and maintain long-term client relationships.
• Collaborate with senior tax and advisory professionals on complex engagements.
• Manage multiple engagements and meet deadlines.

Skills

Analytical skills

Organizational skills

Communication skills

Client service

Education

CPA license

Job description

We are seeking an experienced CPA to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates.

This role offers a blend of tax compliance, tax planning, and strategic advisory, with opportunities to work directly with clients on complex tax matters, estate planning, retirement strategies, and long-term wealth management.

The ideal candidate is a client-focused tax professional who enjoys solving complex problems, identifying planning opportunities, and developing trusted, long-term client relationships.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates
• Provide year-round tax planning, projections, and advisory services
• Research federal and state tax laws, regulations, and legislative developments
• Identify tax-saving opportunities and develop practical strategies based on client objectives
• Assist with trust, estate, and fiduciary tax planning and compliance
• Support retirement planning, wealth management, and broader financial advisory initiatives
• Participate in client meetings and communicate tax strategies and recommendations clearly
• Build and maintain strong, long-term relationships with clients
• Collaborate with senior tax and advisory professionals on complex client engagements
• Manage multiple engagements while meeting deadlines throughout the year
• Prepare accurate workpapers and maintain organized supporting documentation
• 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, corporate, partnership, trust, and estate tax returns
• Strong understanding of federal and state tax laws and regulations
• Trust, estate, and fiduciary tax experience highly preferred
• Interest in expanding beyond compliance into tax planning, estate planning, retirement planning, and wealth management
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication abilities
• Strong client-service and relationship-building skills
• Ability to manage multiple engagements and priorities in a deadline-driven environment
• Willingness to work additional hours during peak tax season
• Ability to work on-site in Oradell, NJ

Benefits

• Competitive salary based on experience
• Performance-based bonus opportunities
• Health, dental, and vision insurance
• 401(k) with company contribution
• Paid time off and company holidays
• Continuing education and professional development support
• CPA licensing and ongoing training support
• Mentorship from experienced tax and advisory professionals
• Exposure to advanced tax, estate, retirement, and wealth-management strategies
• Direct client interaction and opportunities to develop long-term advisory relationships
• Clear career advancement opportunities within a growing firm