Tax CPA - Wealth Management & Advisory

Alpha Hire
Any Location, NJ
Category Accounting
Job Description
Role Overview

We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This position is ideal for a tax professional who wants to build a career that extends beyond tax compliance into strategic tax planning, estate planning, retirement planning, and wealth management.

What You Will Do

Prepare federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates. Assist with proactive tax planning, projections, and year-round advisory services.

Why It Might Be a Fit

If you're passionate about helping clients make informed financial decisions and want to grow within a collaborative environment, this opportunity is perfect for a CPA who is looking to move beyond traditional tax preparation and develop into a trusted advisor.

Requirements

  • Active CPA license
  • 1–3+ years of experience in public accounting or tax
  • Experience preparing individual and business tax returns
  • Strong knowledge of federal and state tax regulations
  • Experience with partnerships, trusts, and estate taxation is highly preferred

Benefits

  • Competitive salary based on experience
  • Performance-based bonus opportunities
  • Comprehensive health benefits
  • Retirement savings plan
  • Paid time off and company holidays
  • Continuing education and CPA development support
  • Mentorship from experienced tax and financial advisory professionals
]]>