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AlphaHire

Tax CPA - Private Client & Financial Planning

SalaryNo pay range posted
LocationParamus, New Jersey, United States
Work modeon-site
Typefull-time
SeniorityMid
Experience3–10 yrs
Company size1,001–5,000 people
PostedJul 22, 2026 · 2mo ago
Verified live5h ago
New Jersey law requires most employers to post a pay range.
At a glanceSummarised by Seekless from the posting.
Must have9
Active CPA license
Bachelor’s degree in accounting or a related field
Approximately 3–10 years of relevant accounting or tax experience
Strong individual and small-business tax knowledge
Experience with partnership returns
Strong client-facing communication skills
Excellent attention to detail and organizational ability
Ability to work independently and collaboratively
Growth-oriented and entrepreneurial mindset
Nice to have4
Public-accounting firm experience preferred
Trust, estate, or fiduciary tax experience is a plus
Lacerte experience is a plus
QuickBooks, Microsoft Office, and Excel proficiency preferred
Skills
Lacerte
QuickBooks
Microsoft Office
Excel
Benefits
Exposure to both tax and wealth management services
Opportunity to participate in estate, retirement, and financial planning
Potential to pursue additional credentials such as the cfp
Collaborative and growth oriented environment
Direct interaction with clients and firm leadership
Competitive salary, bonus potential, and benefits based on experience
About the role
We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.
This opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services.
About the company
Our office is located in Oradell, NJ, just minutes from Paramus.
What You’ll Do
•
Meet directly with clients and prepare individual income tax returns
•
Prepare partnership and small-business tax returns, including Forms 1065 and selected 1120 filings
•
Assist with fiduciary, trust, estate, and estate-tax returns
•
Work on tax matters involving Forms 1040 and 706
•
Identify year-round tax-planning opportunities
•
Prepare tax projections for clients
•
Participate in retirement and estate-planning meetings
•
Assist with financial plans, client budgets, and planning presentations
•
Collaborate with financial advisors on tax-sensitive strategies
•
Maintain strong relationships with new and existing clients
•
Participate in business-development opportunities
•
Assist and mentor junior staff based on experience
Requirements
•
Active CPA license
•
Bachelor’s degree in accounting or a related field
•
Approximately 3–10 years of relevant accounting or tax experience
•
Public-accounting firm experience preferred
•
Strong individual and small-business tax knowledge
•
Experience with partnership returns
•
Trust, estate, or fiduciary tax experience is a plus
•
Strong client-facing communication skills
•
Excellent attention to detail and organizational ability
•
Ability to work independently and collaboratively
•
Growth-oriented and entrepreneurial mindset
•
Lacerte experience is a plus
•
QuickBooks, Microsoft Office, and Excel proficiency preferred
Benefits
•
Exposure to both tax and wealth-management services
•
Opportunity to participate in estate, retirement, and financial planning
•
Potential to pursue additional credentials such as the CFP
•
Collaborative and growth-oriented environment
•
Direct interaction with clients and firm leadership
•
Competitive salary, bonus potential, and benefits based on experience
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