Tax CPA - High-Net-Worth Tax & Advisory

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.