Tax CPA - Private Client & Financial Planning
AlphaX · Paramus, NJ · 2 days ago
On-siteAccountingFull-time
What You'll Do
- Meet directly with clients and prepare individual income tax returns
- Prepare partnership and small-business tax returns, including Forms 1065 and selected 1120 filings
- Absorb fiduciary, trust, estate, and estate-tax returns
- 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
- Absorb and mentor junior staff based on experience
Requirements
- Active CPA license
- Bachelor's degree in accounting or a related field
- Approximately 3-10 years of relevant accounting or tax experience
- Public-accounting firm experience preferred
- Strong individual and small-business tax knowledge
- Experience with partnership returns, trust, estate, or fiduciary tax experience is a plus
- Strong client-facing communication skills
- Excellent attention to detail and organizational ability
- Ability to work independently and collaboratively
- Growth-oriented and entrepreneurial mindset
- Lacerte experience is a plus
- QuickBooks, Microsoft Office, and Excel proficiency preferred
Benefits
- Exposure to both tax and wealth-management services
- Opportunity to participate in estate, retirement, and financial planning
- Potential to pursue additional credentials such as the CFP
- Collaborative and growth-oriented environment
- Direct interaction with clients and firm leadership
- Competitive salary, bonus potential, and benefits based on experience