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CPA Tax Specialist Path to Wealth Advisory

Job in Newark, Essex County, New Jersey, 07175, USA
Listing for: Broadgate
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Tax Advisor
  • Accounting
    Tax Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: CPA Tax Specialist with Growth Path to Wealth Advisory

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.

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