Tax CPA - Wealth Management & Advisory

We are hiring a Certified Public Accountant to support individual, small-business, estate, and trust clients while developing into a broader financial advisory role.

We are specifically looking for a CPA with early-career public accounting experience who enjoys working directly with clients and wants to grow beyond tax preparation. The right candidate will prepare tax returns, identify planning opportunities, participate in retirement and estate-planning discussions, and work closely with experienced financial advisors.

This is an excellent opportunity for a growth-oriented CPA who wants to build long-term expertise in tax planning, wealth management, estate planning, and financial planning.

Responsibilities

Meet directly with clients and prepare individual income tax returns

Prepare small-business and partnership returns, including Forms 1065 and 1120

Assist 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

Assist with client accounting and other year-round advisory services