Estate & Trust CPA — Partnership Track Leader
VisionsHR
A public accounting firm in New Jersey is seeking an experienced CPA for their estate and trust team. This role involves managing fiduciary accountings, coordinating with clients and legal entities, and advising on various trustee actions. The ideal candidate should have 5-10 years of public accounting experience, strong client management skills, and a CPA license. There is potential for equity/partnership, making this an exciting opportunity for driven professionals looking for long-term growth. #J-18808-Ljbffr VisionsHR
- ...area is seeking a highly experienced CPA with deep expertise in estate, trust, and tax matters. This opportunity... ...base and step into a partner-track leadership role. Senior level professional... ...Position: CPA - Estate & Trust (Partnership Level) Location: Bergen County, NJ...Partnership
- A prominent law firm in New Jersey is seeking a Trusts & Estates Attorney with 4-10 years of experience to handle sophisticated planning... ...litigation for high-net-worth clients. The firm offers a partnership track with no hard billable requirement and a collegial culture....Partnership
- ...CPA – Trust, Estate & Tax Partner Location: Montgomery, NY A dynamic, multi-location public accounting firm in the Tri-State area... ..., Estate & Tax Partner to join its leadership team. This partnership-level role focuses on trusts, estates, and high-net-worth tax...PartnershipFull time
$130k - $160k
...makes cryptocurrency portfolio tracking and tax compliance simple.... ...through accounting distribution partnerships 450K ARR for CoinTracker full... ...An active US-based CPA and/or a tax attorney 5+ years... ...use crypto with peace of mind Trust: Say what you believe. Do what...Partnership$250k - $300k
...law firm is seeking an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent... ...planning matters. Experience structuring family partnerships, family limited liability companies, and similar planning vehicles...PartnershipPrivate practice$110k - $150k
...on private equity, real estate, public debt and equity... ...Blackstone is a global leader in real estate... ...Blackstone Real Estate Income Trust, Inc. (BREIT). Blackstone... ...deliverables.* Help track and analyze investment... ...status, age, marital or partnership status, sexual orientation...PartnershipWork at officeLocal areaFlexible hours$185k
...Trusts & Estates Associate | Fully Remote – Up to $185k Location/Schedule: Fully Remote Base Salary: Up to $185k (plus performance... .... What stands out about this opportunity: Fast Partnership Track with Personalized Support – Strong candidates with a book...PartnershipRemote work- ...mergers, acquisitions, strategic partnerships, or carefully placed talent.... ...‑sized law firm seeking an Estates & Trusts Fiduciary Accountant to... ...degree in Accounting or Tax CPA preferred, not required Ability... ...a potential partner‑track‑style trajectory) #J-18808-...PartnershipWork at officeFlexible hours
- ...approximately $4 trillion, is a global leader in investment and wealth... ...banking services including trusts and estates, loans, mortgages, and... ...of Excellence by providing partnership, training coordination, and... ...issue identification, tracking, and follow‑up in partnership...PartnershipWorldwideFlexible hours
- ...with a passion for the real estate industry? This is a high-... ...opportunity for an experienced CPA to take ownership of... ...strategic insights that build trust and long-term partnerships. Review and approve financial... ..., manage budgets, track billing and collections, and...PartnershipWork at office
$103.1k - $188.9k
...Tax Services Fiduciary/Trust & Estate Tax Administration... ...Manager Overview EY is a leader in serving the global... ...Bachelor’s degree. CPA, EA, licensed Attorney... ...CPA firm with a proven track record of successfully... ...complex assets (LLCs, partnerships, alternative investments...PartnershipSummer holidayFlexible hours$310k - $390k
...City is seeking a talented full-time associate for its Real Estate practice group. Candidates should have 4 to 6 years of real-estate... ...must possess strong writing and organizational skills. This partnership-track role offers exposure to high-value deals and a chance to...PartnershipFull time- Mid-Level Trusts & Estates Associate - Estate Planning or Estate Administration Salary : Competitive with Major NYC Firms Location : New... ...planning strategies. Draft wills , trusts , family limited partnerships , and other estate planning documents . Manage complex, multi...Partnership
- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...
- A leading global financial institution is looking for an Estate Officer (VP) in New York City to oversee estate administration and manage trust documentation. This role requires deep technical knowledge in fiduciary responsibilities and a minimum of 7 years of relevant...
- ...for clients. The ideal candidate will have over 7 years of experience with S-Corporations, partnerships, and individuals, alongside at least 2 years in a management role. A CPA or EA designation is required. This full-time, remote role involves client consultation, reviewing...PartnershipFull timeRemote work
$385k - $405k
...serve as a second-line sales leader responsible for building and... ...Product, Security, Research, Partnerships, Policy, and Solutions teams... ...technical, fast-moving, and trust-sensitive market. In this... ...Strong talent leadership with a track record of hiring, coaching, and...Partnership- ...CloudCPA Inc. Certified Public Accountant (CPA)/Tax Strategist Remote Full Time This... ...maintaining a human touch that our clients can trust and relate to. Our commitment to balance,... ...tax returns, especially S corporations, partnerships, and closely held businesses Ability to...PartnershipFull timeRemote work
- ...level position, requiring a seasoned leader with 15+ years of experience, ideally... ...This includes: Strategic Alignment & Partnership: Build trusted relationships with global and regional... ...and decentralized teams, and tracking progress against commercial KPIs. Involvement...PartnershipFull timeLocal areaFlexible hours
$132.42k - $217.55k
The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible... ...‑driven approach that builds trust, clarity, and long‑term partnerships with clients Ensure advice... ...firm objectives Develop a way to track performance/activity metrics and goals...PartnershipFull timeFlexible hours- ...seeking a Certified Public Accountant CPA (Real Estate Development) to join the firm’s real estate... ...predevelopment accounting activity. Track and ensure monthly financial statement... ...guidelines. Communicate effectively and build partnerships with third parties always representing...PartnershipWork at officeLocal areaRelocationMonday to Friday
$198k - $289k
...- Standards and Digital Data Flow Leader Interested to be at the foreground... ...material, advisory boards and partnerships. You will support customer presentations... ...testing and validation • Track record of building respect and trust with customers, employees and other...Partnership$100k - $125k
...District Sales Leader Imagine your future with us! Since 1971, Paychex has been at... ...mutual objectives and solve issues using partnership principles. Ensures accuracy of weekly... ...Provide outstanding service and build trusted relationships. Drive innovation in our...PartnershipFull timeContract workPart timeInternshipLocal area$157k - $166k
...industry. Regarded as the most trusted source of actionable, in-... ...is seeking a Segment Leader to own the commercial performance... ...Financial Markets, working in close partnership with Sales, Marketing, and... ...target account lists and track funnel performance. Commercial...PartnershipPermanent employmentRemote workFlexible hours- ...primary responsibility is to negotiate and execute partnership contracts with luxury multifamily properties.... ...Qualifications The Specialist: You have a proven track record or an existing network in Multifamily Real Estate or PropTech. The Dealmaker: You understand the...PartnershipContract workSummer work
$101.28k - $133.29k
...As a talent acquisition expert and trusted advisor the Team Leader will drive team engagement, leading,... ...Maintaining accuracy in reporting and tracking to drive accountability, managing... ...gender identity, marriage and civil partnership, pregnancy and maternity, race, religion...Partnership- ...generation ~3x of signing targets. Be a trusted advisor to our clients, Lead Client... ...Collaborate with AWS and IBM to strengthen partnerships, develop solution roadmaps, and... ...Strong business development skills with a track record of achieving significant signing...PartnershipWork at officeWork from homeWorldwide
$172.1k - $286.8k
...dynamic and highly collaborative leader to head up our integrated... ...can operate equally well as a trusted advisor to senior leaders, a... ...organizational culture. Consultative Partnership & Influence Engage deeply... ...Impact & Governance Define, track, and communicate KPIs that...PartnershipWork experience placement- ...is seeking an experienced Fiduciary Accountant in New York, NY. The ideal candidate will have 5-10 years of experience in an estate and trust environment, ideally within a law firm. Responsibilities include preparing estate tax returns, fiduciary income tax returns, and...
- ...recruitment firm is seeking an experienced Fiduciary Accountant in New York, NY, preferably with 5-10 years of experience in an estate and trust environment. The ideal candidate will hold a bachelor’s degree in accounting or tax and be proficient in relevant software...
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