Certified Public Accountant - Tax & Wealth Management

Responsibilities

• Prepare federal and state individual, business, partnership, trust, and estate tax returns
• Afford assistance with tax planning strategies and year-round tax projections
• Support retirement, estate, and wealth planning initiatives
• Participate in client meetings to discuss tax and financial matters
• Research tax laws and provide practical solutions for clients
• Collaborate with senior accounting and advisory professionals on client engagements
• Maintain accurate client records and ensure timely completion of assigned work
• Build and maintain strong client relationships through responsive communication
• Afford assist with bookkeeping, accounting, and other advisory services as needed

Requirements

• Active CPA license required
• 1-3+ years of public accounting or tax experience
• Familiarity with partnership, trust, and estate taxation is preferred
• Interest in tax planning, financial planning, retirement planning, and wealth management
• Strong communication and interpersonal skills with the ability to work directly with clients
• Excellent analytical, organizational, and problem-solving abilities
• Ability to manage multiple deadlines during busy tax seasons
• Willingness to work additional hours during peak filing periods
• Ability to work on-site in Oradell, New Jersey

Benefits

• Competitive salary based on experience
• Performance-based bonus opportunities
• Health insurance and comprehensive benefits package
• Retail savings plan
• Paid time off and company holidays
• Continuing education and professional development support
• Opportunities for long-term career growth within tax and advisory services