layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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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 seeking a licensed Certified Public Accountant (CPA) to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, and estates.
This client-facing role combines complex tax preparation and compliance with proactive tax planning and wealth advisory services. The ideal candidate will work directly with clients to identify tax-saving opportunities and support strategies involving estate planning, retirement planning, business succession, and long-term wealth preservation.
This is an excellent opportunity for a tax professional looking to expand beyond traditional compliance and develop expertise in comprehensive tax and wealth advisory services.
Key Responsibilities
- Prepare and review complex federal, state, and local tax returns for individuals, businesses, partnerships, trusts, estates, and other entities.
- Develop tax projections, quarterly estimated tax strategies, and year-round tax planning recommendations.
- Analyze client financial information to identify tax-saving opportunities and improve overall tax efficiency.
- Research federal and state tax laws, regulations, and legislative changes to provide practical client recommendations.