CPA Tax Specialist Path to Wealth Advisory
Listed on 2026-10-27
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Finance & Banking
Tax Advisor, Accounting & Finance, Tax Manager -
Accounting
Tax Advisor, Accounting & Finance, Tax Manager
Broadgate, Bergen County, NJ-based investment and wealth advisory firm, seeks a CPA focused on individual tax preparation to join its growing team. The role centers on 1040 client interviews and returns, with room to expand into small business tax, estate planning, and financial advisory work.
You will meet with clients, prepare returns, and work alongside wealth advisors on estate planning matters. There is a clear path to expand into financial planning, with support for CFP credentials.
This posting is for the CPA Tax Specialist with Growth Path to Wealth Advisory role at Broadgate, based in NJ, United States.
Are you ready to take on the CPA Tax Specialist with Growth Path to Wealth Advisory role at Broadgate?
We would love to welcome a new CPA Tax Specialist with Growth Path to Wealth Advisory to our team in NJ, United States.
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