Certified Public Accountant; CPA

Overview

Our client is a highly respected, award-winning investment and wealth advisory firm based in Bergen County, NJ, recognized as a top firm by AUM and ranked nationally for financial advisory services.

Certified Public Accountant (CPA) – Full time, On Site.

Location:

New Jersey.

This is a client-facing CPA position centered on 1040 client interviews and preparation, with room to grow into small business tax, estate planning, and financial advisory work.

• Meet with and prepare individual (1040) tax returns for existing clients
• Prepare small business tax returns (1065s, some 1120s)
• Work on estate plans and estate tax returns, including NJ-ITR, 1041, 706
• Provide tax planning for clients throughout the year
• Support financial planning and client budgeting
• Participate in retirement and estate planning meetings
• Support financial advisors with tax planning
  
  Contribute to new business development

• CPA designation (or well progressed through the exams, e.g., multiple sections passed on first attempt)
• Roughly 1-5 years of experience, ideally someone earlier in their career who is interested in growing into an advisory role
• Highly organized, efficient, and able to self-manage
• In-office role, with availability for some evenings and Saturdays during client meetings and tax season (Feb-Apr)
• Lacerte tax software experience a plus
• Excellent verbal and written communication skills
• Strong work ethic and a growth-oriented mindset

Our client offers a collaborative, inclusive culture, competitive salary, and genuine long-term growth potential, including a path toward financial advisory work and additional credentials. The firm is expanding its office space to support continued team growth.