CPA Trust Estate and Tax Partner
CPA – Trust, Estate & Tax Partner
Location: Montgomery, NY
A dynamic, multi-location public accounting firm in the Tri-State area is seeking a CPA – Trust, Estate & Tax Partner to join its leadership team. This partnership-level role focuses on trusts, estates, and high-net-worth tax advisory, with responsibility for client strategy, technical leadership, and practice growth within the firm’s Trusts & Estates group. 250k+
Qualifications:
- Active CPA license required
- Bachelor’s degree in Accounting, Finance, or a related field
- Extensive public accounting experience with specialization in trusts, estates, and high-net-worth taxation
- Advanced technical expertise in estate planning strategies and tax-efficient wealth transfer
- Strong working knowledge of fiduciary, estate, gift, and complex individual tax matters
- Demonstrated ability to lead complex tax engagements and counsel clients on planning and compliance matters
Key Responsibilities:
- Manage and review trust, estate, and high-net-worth individual tax engagements
- Provide advanced tax planning and strategic advisory services to clients and firm leadership
- Serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries
- Lead, mentor, and technically review staff on complex trust and estate matters
- Develop, maintain, and expand long-term client relationships
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