layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…
Job opportunity
Tax CPA - Wealth Management & Advisory
Oradell, NJ, US
Source: AlphaX careers · View original posting
- Employment
- full time
Employer job description
From AlphaX's posting. “We” and “our” refer to the employer.
We are looking for a licensed CPA to join a growing accounting and advisory firm supporting high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates.
This position goes beyond traditional tax preparation. You will work directly with clients to handle complex tax matters, identify planning opportunities, and contribute to broader strategies involving estate planning, retirement, investments, and long-term wealth preservation.
This is a strong fit for a CPA who wants meaningful client exposure and the opportunity to develop into a well-rounded tax and wealth advisory professional.
Responsibilities
- Prepare and review complex federal, state, and local tax filings for individuals, businesses, partnerships, trusts, and estates.
- Lead year-round tax planning, projections, and quarterly estimated tax strategies.
- Analyze client financial situations to identify tax efficiencies and planning opportunities.
- Research tax regulations and translate changes in tax law into practical client recommendations.