Tax CPA - Private Client & Financial Planning

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.

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