Tax CPA - Private Client & Financial Planning
About this role
We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.
This opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services.
Our office is located in Oradell, NJ, just minutes from Paramus.
What You’ll Do
- Meet directly with clients and prepare individual income tax returns
- Prepare partnership and small-business tax returns, including Forms 1065 and selected 1120 filings
- Assist with fiduciary, trust, estate, and estate-tax returns
- Work on tax matters involving Forms 1040 and 706
- Identify year-round tax-planning opportunities
- Prepare tax projections for clients
- Participate in retirement and estate-planning meetings
- Assist with financial plans, client budgets, and planning presentations
- Collaborate with financial advisors on tax-sensitive strategies
- Maintain strong relationships with new and existing clients
- Participate in business-development opportunities
- Assist and mentor junior staff based on experience
- Active CPA license
- Bachelor’s degree in accounting or a related field
- Approximately 3–10 years of relevant accounting or tax experience
- Public-accounting firm experience preferred
- Strong individual and small-business tax knowledge
- Experience with partnership returns
- Trust, estate, or fiduciary tax experience is a plus
- Strong client-facing communication skills
- Excellent attention to detail and organizational ability
- Ability to work independently and collaboratively
- Growth-oriented and entrepreneurial mindset
- Lacerte experience is a plus
- QuickBooks, Microsoft Office, and Excel proficiency preferred
- Exposure to both tax and wealth-management services
- Opportunity to participate in estate, retirement, and financial planning
- Potential to pursue additional credentials such as the CFP
- Collaborative and growth-oriented environment
- Direct interaction with clients and firm leadership
- Competitive salary, bonus potential, and benefits based on experience
Frequently Asked Questions
Is the salary disclosed for the Tax CPA - Private Client & Financial Planning position at AlphaHire?
The salary for this Tax CPA - Private Client & Financial Planning role at AlphaHire is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Tax CPA - Private Client & Financial Planning position at AlphaHire located?
This Tax CPA - Private Client & Financial Planning role at AlphaHire is based in Paramus, New Jersey, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Tax CPA - Private Client & Financial Planning role at AlphaHire full-time or part-time?
This is listed as a Full time position. It is posted as a Tax CPA - Private Client & Financial Planning role at AlphaHire.
How do I apply for the Tax CPA - Private Client & Financial Planning position at AlphaHire?
Click the "Apply Now" button on this page. You will be redirected to AlphaHire's official application portal hosted on workable where you can submit your application directly.
When was the Tax CPA - Private Client & Financial Planning job at AlphaHire posted?
This Tax CPA - Private Client & Financial Planning position at AlphaHire was posted on Jul 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Tax CPA - Private Client & Financial Planning
AlphaHire
You'll be redirected to AlphaHire's official application page on workable.