CPA Tax Specialist Path to Wealth Advisory
Listed on 2026-09-17
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Finance & Banking
Accounting & Finance, Financial Analyst -
Accounting
Accounting & Finance, Financial Analyst
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.
The CPA Tax Specialist with Growth Path to Wealth Advisory position in the Finance field is open for applications.
We have an opening for a CPA Tax Specialist with Growth Path to Wealth Advisory in NJ, United States within Finance.
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