We’re seeking a licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. This role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services. Responsibilities • Prepare and review federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates. • Develop tax projections, quarterly estimated tax plans, and strategies to minimize client tax liabilities. • Analyze financial records to identify tax-saving opportunities and improve tax efficiency. • Research tax laws, regulations, and legislative updates to provide accurate guidance. • Handle tax compliance and planning for trusts, estates, fiduciary arrangements, and related entities. • Advise clients on retirement planning, business succession, estate transfers, and wealth preservation. • Meet with clients to explain tax matters and recommend practical financial strategies. • Build long-term client relationships through ongoing tax planning and advisory services. • Review tax returns, workpapers, supporting schedules, and financial documentation for accuracy and compliance. • Collaborate with senior team members on complex tax engagements and client-specific strategies. • Manage multiple client engagements, filing deadlines, and deliverables throughout the year. • Identify opportunities to enhance client service and expand advisory relationships. Requirements • Active CPA license required. • 1–3+ years of experience in public accounting, tax preparation, or a related advisory role. • Hands-on experience preparing and reviewing individual and business tax returns. • Experience with partnership, trust, estate, and fiduciary taxation strongly preferred. • Strong knowledge of federal and state tax regulations and compliance requirements. • Interest in tax planning, estate strategies, and wealth advisory services. • Excellent tax research, analytical, and problem-solving skills. • Strong attention to detail and ability to interpret complex financial information. • Excellent communication skills and ability to explain tax concepts to clients. • Ability to build trusted client relationships and manage multiple deadlines. • Willingness to work extended hours during tax season. • Ability to work on-site in Oradell, New Jersey. Benefits • Competitive compensation based on experience • Performance-based bonus opportunities • Health, dental, and vision insurance • 401(k) with company contribution • Paid time off and company holidays • Continuing education and professional development • CPA education support and technical training • Mentorship from experienced tax and advisory professionals • Exposure to complex tax, estate, retirement, and wealth-planning strategies • Opportunities for long-term career growth