Certified Public Accountant (CPA) Wealth Management
Join Our Award-Winning Team at Traphagen CPAs & Wealth Advisors
Traphagen CPAs & Wealth Advisors named one of Accounting Today's 2025 Top Firms by AUM, Best Financial Advisory Firms by USA Today and Ranked #9 in the Nation by CNBC in 2024, is a growing and highly respected Investment firm located in Oradell, NJ. We are seeking a Certified Public Accountant (CPA) to focus on 1040 client interviews and preparation to join our award-winning team.
We take pride in providing exceptional client service and innovative solutions while fostering an inclusive, collaborative, and growth-oriented workplace, and offer competitive salaries, bonus, benefits commensurate with experience.
Some evening & Saturday hours and extra hours during tax season (Feb – Apr).
About the role:
Certified Public Accountant (CPA), client facing candidate will meet with clients, input and prepare personal tax returns. Prepare tax planning projections for the coming year. Should be versed in small business tax preparation, opportunity for trust and estate tax planning if not yet knowledgeable. Would have opportunity to work with the wealth advisors and part take or lead in estate planning matters.
This CPA could also prepare and present financial plans with the team and help maintain new and existing client relationships. This candidate could have the opportunity to expand their knowledge by obtaining additional credentials such as the CFP.
Essential Duties / Responsibilities:
- Meet with and prepare tax returns for existing clients
- Prepare small business tax returns 1065, some 1120’s
- Work on estate plans and estate tax returns, including NJ-ITR, 1040, 706.
- Tax planning for clients throughout the year
- Financial planning/client budgets
- Participate in retirement and estate planning meetings
- New business development opportunities
- Support the financial advisors with tax planning
Preferred Qualifications / Requirements:
- CPA designation
- Tenure: 3-10 years
- Highly organized and efficient
- Ability to self-manage
- In office position
- Lacerte tax software experience a plus
- Excellent verbal and writing skills
- Growth oriented high energy individual
Desired Characteristics:
- Superior interpersonal, verbal and written communication skills
- Attention to detail
- Strong work ethic
- Ability to work some Saturdays and evenings for client meetings