CPA Trust Estate and Tax Partner
Donna Cornell Enterprises, Inc.
CPA Trust Estate and Tax Partner 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 #J-18808-Ljbffr
Vacancy posted 2 days ago
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