Tax CPA - Wealth Management & Advisory

Responsibilities

• Meet directly with clients and prepare individual income tax returns
• Prepare small-business and partnership returns, including Forms 1065 and 1120
• Afford assistance with trust, estate, and fiduciary tax matters, including Forms 1040, 706, and applicable New Jersey filings
• Develop year-round tax-planning projections and recommendations
• Support financial advisors with tax, retirement, estate-planning, and client budget discussions
• Participate in client meetings involving financial plans, retirement strategies, and estate matters
• Maintain strong client relationships and support new business development opportunities
• Research tax matters and collaborate with managers, partners, and financial advisors
• Afford assistance with client accounting and other year-round advisory services

Requirements

• Active CPA license
• 1-3+ years of public accounting or tax experience
• Experience preparing individual and small-business tax returns
• Strong interest in financial planning, wealth management, retirement planning, and estate planning
• Comfortable meeting with clients and explaining tax matters clearly
• Ability to work independently, manage deadlines, and maintain accurate client records
• Strong written, verbal, analytical, and organizational skills
• Willingness to work additional evening or Saturday hours during tax season when needed
• Ability to work on-site in the Oradell, New Jersey office

Benefits

• Competitive salary based on experience
• Performance-based bonus opportunities
• Health insurance and benefits package
• Retail plan options
• Paid time off
• Professional development and credential support
• Long-term advancement within tax, wealth management, and financial advisory services