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Open nowPosted 8 hours ago

Tax CPA - High-Net-Worth Tax & Advisory

AlphaX

Where
Paramus, NJ, United States
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Your applicationOpen nowTax CPA - High-Net-Worth Tax & AdvisoryAlphaX · Paramus, NJ, United States

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Share of postings closed within
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  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted 8 hours ago

The posting

A respected CPA and wealth advisory firm in Bergen County, New Jersey is seeking a licensed Certified Public Accountant (CPA) to join its tax practice. The firm serves high-net-worth individuals, business owners, entrepreneurs, trusts, and estates, and this role blends tax compliance, planning, and strategic advisory work focused on tax optimization, wealth preservation, and long-term financial planning.

The ideal candidate brings hands-on public accounting and tax experience, strong technical knowledge, and the ability to build trusted client relationships while delivering practical tax and financial guidance.

Key Responsibilities

  • Prepare and review federal, state, and local returns for individuals, corporations, partnerships, trusts, and estates.
  • Develop tax projections and estimated payment plans that help clients manage liabilities and improve tax efficiency.
  • Analyze financial statements and client records to uncover tax-saving opportunities and recommend strategies.
  • Research tax legislation, regulatory updates, and complex matters to deliver accurate, timely guidance.
  • Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities.
  • Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation.
  • Explain tax results and planning recommendations in clear, practical terms.
  • Build strong client relationships through proactive communication and ongoing advisory support.
  • Review returns, workpapers, supporting schedules, and financial records for accuracy and compliance.
  • Collaborate with senior professionals on complex engagements and tailored client solutions.
  • Manage multiple client accounts, filing requirements, and deadlines throughout the year.
  • Find opportunities to elevate client service and grow long-term advisory relationships.

Requirements

  • Active CPA license required.
  • 1–3+ years of experience in public accounting, tax services, or a related advisory role.
  • Hands-on experience preparing and reviewing individual and business tax returns.
  • Knowledge of partnership, trust, estate, and fiduciary taxation strongly preferred.
  • Strong understanding of federal and state tax law, reporting standards, and compliance requirements.
  • Genuine interest in tax strategy, estate planning, and wealth management.
  • Excellent research, analytical, and problem-solving skills.
  • Strong attention to detail and the ability to interpret complex financial information.
  • Excellent communication and interpersonal skills, including explaining technical tax matters to clients.
  • Ability to earn client trust, manage competing priorities, and meet strict deadlines.
  • Flexibility to work extended hours during tax season.
  • Ability to work on-site at the firm's Bergen County, New Jersey office.

Benefits

  • Competitive compensation commensurate with experience.
  • Performance-based bonus opportunities.
  • Medical, 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.
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