CPA – Estate and Trust (Partnership Level)

Donna Cornell Enterprises•Bergen County, NJ

18h

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. The role offers the opportunity to take over an established estate and trust client base and step into a partner-track leadership position. A senior-level professional is preferred. The ideal candidate is a strong communicator, technically adept, and able to work directly with high-value clients in a consultative and strategic capacity. Potential for equity or partnership and long-term growth is available for the right candidate.

Requirements

CPA license required.
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 and detail-oriented, with problem-solving skills.
Proficient in tax software, trial balance tools, spreadsheets, and research platforms.
Familiarity with GAAP, FAS, SAS, GAAS, and general ledger structures.

Nice To Haves

Advanced degree in tax, law, or accounting preferred.
Senior-level professional preferred.

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 and annuity payments, and tax estimates.
Support the final settlement and closure of trusts and estates.
Interpret governing trust documents to ensure proper accounting allocations.