Tax CPA - Wealth Management & Advisory

AlphaHire; Oradell (IA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus opportunities

Health insurance

Dental insurance

Vision insurance

Retirement plan with company match

Paid time off

Continuing education support

Mentorship program

Career advancement

Job summary

AlphaHire seeks a licensed CPA to join its growing public accounting and advisory firm in Oradell, NJ. You will work with experienced advisors to expand tax planning, estate planning, retirement planning, and wealth management services.

The role involves preparing tax returns for individuals, partnerships, trusts, and estates, plus proactive planning and client meetings to deliver tailored guidance.

Qualifications

• Active CPA license required.
• 1–3+ years of public accounting or tax experience.
• Experience preparing individual, partnership, and business tax returns.
• Strong knowledge of federal and state tax regulations.
• Experience with trust, estate, and fiduciary taxation is highly preferred.
• Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication abilities.
• Ability to build strong client relationships and provide exceptional client service.
• Willingness to work additional hours during peak tax seasons.
• On-site work requirement in Oradell, New Jersey.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, partnerships, trusts, and estates.
• Assist with proactive tax planning, projections, and year-round advisory services.
• Research tax laws and regulations to provide accurate guidance and planning recommendations.
• Identify tax-saving opportunities and strategic planning solutions for clients.
• Support trust, estate, and fiduciary tax planning engagements.
• Contribute to retirement planning, wealth management, and financial advisory initiatives.
• Participate in client meetings and present tax planning recommendations.
• Build and maintain strong client relationships through exceptional service and communication.
• Collaborate with senior tax professionals on complex tax and advisory engagements.
• Manage multiple client engagements while meeting deadlines throughout the year.
• Prepare and maintain organized workpapers and supporting documentation.
• Assist with bookkeeping, accounting, and additional advisory projects as needed.
• Stay current on tax legislation, accounting standards, and industry best practices.
• Active CPA license required.

Skills

CPA license

Analytical skills

Client communication

Organizational skills

Problem-solving

Interpersonal communication

Deadline-driven

Relationship-building

Job description

We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This role is ideal for a tax professional who wants to expand beyond tax compliance and build expertise in tax planning, estate planning, retirement planning, and wealth management.

Working alongside experienced advisors, you'll gain exposure to sophisticated tax strategies while developing long-term client relationships and providing comprehensive financial guidance. This is an excellent opportunity for a CPA seeking a collaborative environment with clear opportunities for professional growth.

Responsibilities

Prepare federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.

Assist with proactive tax planning, projections, and year-round advisory services.

Research tax laws and regulations to provide accurate guidance and planning recommendations.

Identify tax-saving opportunities and strategic planning solutions for clients.

Support trust, estate, and fiduciary tax planning engagements.

Contribute to retirement planning, wealth management, and financial advisory initiatives.

Participate in client meetings and present tax planning recommendations.

Build and maintain strong client relationships through exceptional service and communication.

Collaborate with senior tax professionals on complex tax and advisory engagements.

Manage multiple client engagements while meeting deadlines throughout the year.

Prepare and maintain organized workpapers and supporting documentation.

Assist with bookkeeping, accounting, and additional advisory projects as needed.

Stay current on tax legislation, accounting standards, and industry best practices.

Active CPA license required.

1–3+ years of public accounting or tax experience.

Experience preparing individual, partnership, and business tax returns.

Strong knowledge of federal and state tax regulations.

Experience with trust, estate, and fiduciary taxation is highly preferred.

Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.

Strong analytical, organizational, and problem-solving skills.

Excellent written, verbal, and interpersonal communication abilities.

Ability to build strong client relationships and provide exceptional client service.

Comfortable managing multiple priorities in a deadline-driven environment.

Willingness to work additional hours during peak tax seasons.

Ability to work on-site in Oradell, New Jersey.

Competitive salary based on experience.

Performance-based bonus opportunities.

Comprehensive health, dental, and vision insurance.

Retirement savings plan with company contribution.

Paid time off and company holidays.

Continuing education and CPA licensing support.

Mentorship from experienced tax and financial advisory professionals.

Exposure to advanced tax, estate, retirement, and wealth planning strategies.

Direct client interaction and long-term relationship-building opportunities.

Clear path for career advancement within a growing advisory practice.

This position is ideal for a CPA looking to build a long-term career as a trusted advisor, helping clients navigate complex tax, estate, retirement, and wealth planning while growing professionally within a collaborative public accounting firm.