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Full-time
professional certificate
Health Insurance, Retirement Plan Options, Paid Time Off, Professional Development And Credential Support, Performance-based Bonus Opportunities
Posted 21d ago
~40 hrs/week
Responsibilities
The role involves preparing individual, small-business, estate, and trust tax returns while developing year-round tax projections. The candidate will also support financial advisors in retirement and estate planning discussions to provide comprehensive wealth management services.
Requirements
An active CPA license and 1-3+ years of public accounting or tax experience are required. Candidates must be proficient in preparing various tax forms and possess strong communication skills for direct client interaction.
Full job description
We are hiring a Tax CPA to support individual, small-business, estate, and trust clients while growing into a broader wealth management and financial advisory role.
This position is ideal for an early-career CPA with public accounting or tax experience who enjoys working directly with clients and wants to grow beyond traditional tax preparation. The right candidate will prepare tax returns, identify planning opportunities, support year-round tax projections, and participate in retirement, estate, and financial planning discussions.
This is an excellent opportunity for a client-focused CPA who wants to build long-term expertise in tax planning, wealth management, estate planning, retirement planning, and financial advisory services.
Responsibilities
Meet directly with clients and prepare individual income tax returns
Prepare small-business and partnership tax returns, including Forms 1065 and 1120
Assist with trust, estate, and fiduciary tax matters, including Forms 1040, 706, and applicable New Jersey filings
Develop year-round tax-planning projections and recommendations
Support financial advisors with tax, retirement, estate-planning, and client budget discussions
Participate in client meetings involving financial plans, retirement strategies, and estate matters
Maintain strong client relationships and support new business development opportunities
Research tax matters and collaborate with managers, partners, and financial advisors
Assist with client accounting and other year-round advisory services
Identify opportunities to provide additional tax planning, advisory, and financial planning support to clients
Active CPA license required
1–3+ years of public accounting or tax experience
Experience preparing individual and small-business tax returns
Experience with partnership and small-business returns preferred
Interest in financial planning, wealth management, retirement planning, and estate planning
Comfortable meeting with clients and explaining tax matters clearly
Ability to work independently, manage deadlines, and maintain accurate client records
Strong written, verbal, analytical, and organizational skills
Willingness to work additional evening or Saturday hours during tax season when needed
Ability to work on-site in the Oradell, NJ office
Competitive salary based on experience
Performance-based bonus opportunities
Health insurance and benefits package
Retirement plan options
Paid time off
Professional development and credential support
Long-term advancement within tax, wealth management, and financial advisory services
Opportunity to work directly with clients and experienced financial advisors
Growth path beyond tax preparation into advisory and planning work
Related keywords
CPATax PlanningWealth ManagementEstate PlanningRetirement PlanningForm 1065Form 1120Form 1040Form 706Fiduciary TaxPublic AccountingFinancial AdvisoryNew Jersey Tax FilingsSmall Business TaxPartnership Tax
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We now have three major hire outlets, conveniently located in Subiaco, Belmont and NOW in Jandakot. And, at each of these locations, you’ll find hundreds of products for hire – everything for the building trades, landscapers, gardeners and the home handyman.
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Alpha Hire is one of Perth’s major equipment and scaffolding hire suppliers.
We now have three major hire outlets, conveniently located in Subiaco, Belmont and NOW in Jandakot. And, at each of these locations, you’ll find hundreds of products for hire – everything for the building trades, landscapers, gardeners and the home handyman.
In addition, all of the team are fully qualified tradespeople with many years’ experience in the building and landscaping industries, so we can answer your questions and help you find the right piece of equipment.