About the role
A respected CPA and wealth advisory firm in Bergen County, New Jersey is seeking a licensed Certified Public Accountant (CPA) to join its tax practice. The firm serves high-net-worth individuals, business owners, entrepreneurs, trusts, and estates, and this role blends tax compliance, planning, and strategic advisory work focused on tax optimization, wealth preservation, and long-term financial planning.
The ideal candidate brings hands-on public accounting and tax experience, strong technical knowledge, and the ability to build trusted client relationships while delivering practical tax and financial guidance.
Key Responsibilities
- Prepare and review federal, state, and local returns for individuals, corporations, partnerships, trusts, and estates. - Develop tax projections and estimated payment plans that help clients manage liabilities and improve tax efficiency. - Analyze financial statements and client records to uncover tax-saving opportunities and recommend strategies. - Research tax legislation, regulatory updates, and complex matters to deliver accurate, timely 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. - Explain tax results and planning recommendations in clear, practical terms. - Build strong client relationships through proactive communication and ongoing advisory support. - Review returns, workpapers, supporting schedules, and financial records for accuracy and compliance. - Collaborate with senior professionals on complex engagements and tailored client solutions. - Manage multiple client accounts, filing requirements, and deadlines throughout the year. - Find opportunities to elevate client service and grow long-term 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 law, reporting standards, and compliance requirements. - Genuine interest in tax strategy, estate planning, and wealth management. - Excellent research, analytical, and problem-solving skills. - Strong attention to detail and the ability to interpret complex financial information. - Excellent communication and interpersonal skills, including explaining technical tax matters to clients. - Ability to earn client trust, manage competing priorities, and meet strict deadlines. - Flexibility to work extended hours during tax season. - Ability to work on-site at the firm's Bergen County, New Jersey office.
Benefits
- Competitive compensation commensurate with experience. - Performance-based bonus opportunities. - Medical, 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.
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