Tax CPA - Wealth Management & Advisory

AlphaGov; Oradell (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off and holidays

Continuing education & training

Job summary

AlphaGov is seeking a licensed CPA to join our accounting and advisory firm in New Jersey, serving high-net-worth individuals, business owners, trusts, and estates. This role goes beyond tax preparation, offering opportunities to develop customized tax strategies and advise clients on estate planning and wealth preservation.

You will prepare and review tax filings, provide tax projections, and collaborate with senior professionals on complex engagements while building lasting client

Qualifications

• Active CPA license is required.
• 1–3+ years in public accounting, tax services, or advisory roles.
• Experience preparing and reviewing individual and business returns.
• Knowledge of partnerships, trusts, estates, and fiduciary taxation preferred.
• Strong understanding of federal and state tax laws and compliance.

Responsibilities

• Prepare and review tax filings for individuals, corporations, partnerships, trusts, and estates across federal, state, and local jurisdictions.
• Create tax projections and estimated payment plans to improve tax efficiency.
• Examine financial statements to identify tax-saving opportunities and advise on strategies.
• Research tax legislation and regulatory changes to provide up-to-date guidance.
• Oversee tax compliance and planning for fiduciary accounts, estates, and trusts.
• Advise on retirement strategies, business transitions, and wealth preservation.
• Explain tax results and planning recommendations clearly to clients.
• Develop client relationships through proactive communication and ongoing advisory support.
• Review returns and supporting schedules to ensure accuracy and compliance.
• Collaborate with senior professionals on complex tax engagements.

Skills

Active CPA

Tax strategy

Estate planning

Client communication

Job description

We're looking for a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role goes beyond tax preparation, offering opportunities to develop customized tax strategies and advise clients on estate planning, retirement, and long-term wealth preservation.

Key Responsibilities

• Prepare and review tax filings for individuals, corporations, partnerships, trusts, and estates across federal, state, and local jurisdictions
• Create tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency
• Examine financial statements and client records to uncover tax-saving opportunities and recommend appropriate strategies
• Research tax legislation, regulatory changes, and complex tax issues to provide sound, up-to-date guidance
• Oversee tax compliance and planning for fiduciary accounts, estate matters, trusts, and related entities
• Advise clients on retirement strategies, business transitions, estate transfers, and wealth preservation
• Discuss tax results and planning recommendations with clients in clear, practical terms
• Develop lasting client relationships through proactive communication and ongoing advisory support
• Review returns, workpapers, supporting schedules, and financial records to ensure accuracy and regulatory compliance
• Partner with senior professionals on complex tax engagements and tailored client solutions
• Coordinate multiple client accounts, filing requirements, and deadlines throughout the tax year
• Identify opportunities to strengthen client service and expand advisory engagements

Requirements

• Active CPA license required
• 1-3+ years of experience in public accounting, tax services, or a related advisory position
• Practical experience preparing and reviewing individual and business tax returns
• Knowledge of partnership, trust, estate, and fiduciary taxation is strongly preferred
• Strong understanding of federal and state tax laws, reporting standards, and compliance requirements
• Interest in tax strategy, estate planning, and wealth management
• Excellent research, analytical, and problem-solving abilities
• High attention to detail and the ability to evaluate complex financial information
• Strong interpersonal skills and the ability to explain technical tax matters to clients
• Ability to build client trust, manage competing priorities, and meet strict deadlines
• Flexibility to work extended hours during tax season
• Ability to work on-site in Oradell, NJ

Benefits

• Competitive compensation 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
• 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