CPA – Estate and Trust Partnership Level
About The Position
A dynamic, multi-location public accounting firm in the Tri-State area is seeking a highly experienced CPA with deep expertise in estate, trust, and tax matters. This opportunity is ideal for a professional ready to take over an established estate and trust client base and step into a partner-track leadership role. Senior level professional preferred. The ideal candidate is a strong communicator, technically adept, and capable of working directly with high-value clients in a consultative and strategic capacity. For the right individual, the potential for growth and income is unlimited.
Requirements
- CPA license required; advanced degree in tax, law, or accounting preferred
- 5–10 years of experience in a public accounting firm, with a focus on trusts and estates
- Strong leadership and client-facing skills
- Highly organized, detail-oriented, and skilled in problem-solving
- Proficient in tax software, trial balance tools, spreadsheets, and research platforms
- Familiar with GAAP, FAS, SAS, GAAS, and general ledger structures
Responsibilities
- Prepare and review estate and trust fiduciary accountings and related tax filings
- Lead fiduciary accounting services and coordinate with attorneys, courts, and fiduciaries
- Oversee general trust and estate administration, including distributions and recordkeeping
- Manage judicial and non-judicial accountings and participate in quality control reviews
- Advise on trustee and executor actions, including investment and funding analysis
- Compute trustee commissions, unitrust/annuity payments, and tax estimates
- Support the final settlement and closure of trusts and estates
- Interpret governing trust documents to ensure proper accounting allocations
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
