Tax CPA - Wealth Management & Advisory

Alpha Hire
Any Location, NJ
Category Finance
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 role is ideal for a tax professional who wants to expand beyond tax compliance and build expertise in 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

This position is ideal for a CPA looking to build a long-term career as a trusted advisor, helping clients navigate complex tax, estate, retirement, and wealth planning while growing professionally within a collaborative public accounting firm.

Requirements

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

Benefits

  • Competitive salary based on experience.
  • Performance-based bonus opportunities.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company contribution.
  • Paid time off and company holidays.
  • Continuing education and CPA licensing support.
  • Mentorship from experienced tax and financial advisory professionals.
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