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
Recommended Jobs
Medical Assistant
Job Description Job Description Medical Assistant/ Triage – N eeded for growing pulmonary practice located in Birmingham. Prefer at least two-years’ experience in obtaining vitals, performing EK…
Lead Electrical Drafter/Designer (AutoCAD Electrical - Control Panels)
Job Details: Lead Electrical Drafter/Designer (AutoCAD Electrical – Control Panels) Experience Level: Minimum 1 Year Experience using AutoCAD Electrical / Electrical Panel Design Education: H…
Production Supervisor - 2nd Shift
Requisition Number: 221807 Job Description Cintas is seeking a Production Supervisor to lead and direct our Production team. Responsibilities include hiring, training and directing individuals…
HVAC Install Lead
Job Description Job Description About the Role: As a Lead Installer, you will play a critical role in delivering exceptional HVAC installation services to our valued residential clients while le…
Labratory Technician 1
Full-Time Position (Day Shift) Hours: Mon-Fri Position ( No Weekends ) Day One Benefits (including Health, Dental, Vision ) Paid Retirement (Employee Stock Ownership Plan) & 401K Retiremen…
Travel Nurse RN - Cardiovascular Intensive Care Unit - $1,583 per week in Tuscaloosa, AL
Registered Nurse (RN) | Cardiovascular Intensive Care Unit Location: Tuscaloosa, AL Agency: FlexCare Pay: $1,583 per week Shift Information: Nights - 3 days x 12 hours Contract…
Work from Anywhere-Licensed Life Insurance Agents
Company: Allen Agency Location: Remote Position Job Type: Uncapped Commission| Full-Time | Part-Time Are You Ready to Take Control of Your Career? We are excited to invite amb…