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’re seeking a licensed CPA to join a growing accounting and advisory firm serving high-net-worth individuals, entrepreneurs, business owners, trusts, and estates. This role combines complex tax preparation and compliance with tax planning, estate strategies, and wealth advisory services.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals, businesses, partnerships, trusts, and estates.
- Develop tax projections, quarterly estimated tax plans, and strategies to minimize client tax liabilities.
- Analyze financial records to identify tax-saving opportunities and improve tax efficiency.
- Research tax laws, regulations, and legislative updates to provide accurate guidance.
- Handle tax compliance and planning for trusts, estates, fiduciary arrangements, and related entities.
- Advise clients on retirement planning, business succession, estate transfers, and wealth preservation.
- Meet with clients to explain tax matters and recommend practical financial strategies.
- Build long-term client relationships through ongoing tax planning and advisory services.
- Review tax returns, workpapers, supporting schedules, and financial documentation for accuracy and compliance.