We’re seeking a licensed CPA to join an accounting and advisory firm serving high-net-worth individuals, business owners, entrepreneurs, trusts, and estates. This role combines tax compliance with strategic planning, offering opportunities to advise clients on tax efficiency, estate planning, retirement, and long-term wealth preservation. Key Responsibilities • Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates. • Develop tax projections and estimated payment plans to help clients manage liabilities and improve tax efficiency. • Analyze financial statements and client records to identify tax-saving opportunities and recommend strategies. • Research tax legislation, regulatory updates, and complex tax issues to provide accurate, current guidance. • Manage tax compliance and planning for trusts, estates, fiduciary accounts, and related entities. • Advise clients on retirement planning, business transitions, estate transfers, and wealth preservation. • Communicate tax results and planning recommendations in clear, practical terms. • Build lasting client relationships through proactive communication and ongoing advisory support. • Review tax returns, workpapers, supporting schedules, and financial records for accuracy and compliance. • Collaborate with senior professionals on complex tax engagements and customized client solutions. • Manage multiple client accounts, filing requirements, and deadlines throughout the tax year. • Identify opportunities to improve client service and expand advisory relationships. Requirements • Active CPA license required. • 1–3+ years of experience in public accounting, tax services, or a related advisory role. • Hands-on experience preparing and reviewing individual and business tax returns. • Knowledge of partnership, trust, estate, and fiduciary taxation 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 skills. • Strong attention to detail and ability to analyze complex financial information. • Excellent communication and interpersonal skills, including 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