We’re looking for a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role goes beyond tax preparation, offering opportunities to develop customized tax strategies and advise clients on estate planning, retirement, and long-term wealth preservation. Key Responsibilities • Prepare and review tax filings for individuals, corporations, partnerships, trusts, and estates across federal, state, and local jurisdictions. • Create tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency. • Examine financial statements and client records to uncover tax-saving opportunities and recommend appropriate strategies. • Research tax legislation, regulatory changes, and complex tax issues to provide sound, up-to-date guidance. • Oversee tax compliance and planning for fiduciary accounts, estate matters, trusts, and related entities. • Advise clients on retirement strategies, business transitions, estate transfers, and wealth preservation. • Discuss tax results and planning recommendations with clients in clear, practical terms. • Develop lasting client relationships through proactive communication and ongoing advisory support. • Review returns, workpapers, supporting schedules, and financial records to ensure accuracy and regulatory compliance. • Partner with senior professionals on complex tax engagements and tailored client solutions. • Coordinate multiple client accounts, filing requirements, and deadlines throughout the tax year. • Identify opportunities to strengthen client service and expand advisory engagements. Requirements • Active CPA license required. • 1–3+ years of experience in public accounting, tax services, or a related advisory position. • Practical experience preparing and reviewing individual and business tax returns. • Knowledge of partnership, trust, estate, and fiduciary taxation is strongly preferred. • Strong understanding of federal and state tax laws, reporting standards, and compliance requirements. • Interest in tax strategy, estate planning, and wealth management. • Excellent research, analytical, and problem-solving abilities. • High attention to detail and the ability to evaluate complex financial information. • Strong interpersonal skills and the ability to explain technical tax matters to clients. • Ability to build client trust, manage competing priorities, and meet strict deadlines. • Flexibility to work extended hours during tax season. • Ability to work on-site in Oradell, NJ. 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 sophisticated tax, estate, retirement, and wealth-planning engagements • Long-term career advancement opportunities