Tax CPA, Wealth Management & Advisory in NY
Overview
Own the tax planning and wealth advisory workflow for high-net-worth individuals, business owners, and estates at a growing public accounting and advisory firm in New York. You will handle complex planning and client relationships while learning estate planning, retirement planning, and wealth strategies. Collaborate with seasoned professionals to deliver integrated tax and advisory services at scale. This role offers a long-term career path beyond traditional compliance.
What You'll Do10
- 1Build and prepare federal and state tax returns for individuals, businesses, partnerships, trusts, and estates
- 2Prepare year-round tax planning projections and client-specific strategies to minimize liabilities
- 3Research federal and state tax laws and apply insights to client situations
- 4Identify tax-saving opportunities and planning strategies for individuals and business owners
- 5Assist with trust and estate tax matters and related planning
- 6Support retirement planning, wealth management, and broader financial advisory services
- 7Participate in client meetings and communicate tax and financial planning recommendations
- 8Develop and maintain long-term client relationships and manage multiple engagements
- 9Collaborate with senior tax, accounting, and advisory professionals on complex engagements
- 10Maintain accurate workpapers, records, and supporting documentation
Requirements10
- 1Active CPA license required
- 21–3+ years of public accounting or tax experience
- 3Experience preparing individual and business tax returns
- 4Strong understanding of federal and state tax compliance and regulations
- 5Experience with partnerships, trusts, or estates preferred
- 6Interest in developing expertise in tax planning, estate planning, retirement planning, and wealth management
- 7Strong analytical and problem-solving skills
- 8Excellent written and verbal communication skills
- 9Comfortable working directly with clients and building professional relationships
- 10Ability to work on-site in Oradell, New Jersey
Salary Insight
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