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
$103.1k - $188.9k
...Tax Services Fiduciary/Trust & Estate Tax Administration... ...Opportunity 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- ...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
- 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...
$200k
Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving...Full time$67.1k - $95.8k
...global animal‑health technology and services leader dedicated to empowering veterinary... ...accounting/audit experience with desire to obtain CPA license preferred but not necessary. 1+... ...Licenses, Registrations CPA designation or CPA track preferred. Physical Demands / Work...Remote workFlexible hoursShift workAfternoon shift- ...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
- ...a Northeast Aviation Market Leader to join the East Region Infrastructure... ...and hiring plan in partnership with our aviation leaders to... ...interim deadlines). Ability to track individual project tasks. Financial... ...the aviation industry as a trusted advisor. You can do this in a...PartnershipInterim role
$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$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$125k - $165k
...Title: Sr. Manager Procurement - Real Estate and Facilities, Category Leader Location: NYC, 1211 6th Avenue;... ..., define metrics, and continuously track performance against goals. Prepare... ...strategy and target setting. Build strong partnerships with budget owners, functional...PartnershipContract workWork at office3 days per week$225k - $275k
...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$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- ...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
$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$171k - $248k
...Lead, you will serve as the primary strategic partner to leaders within Google's Trust and Safety (T&S) pillars. You are a key architect of strategy... ...Author annual strategic plans and multi‑year roadmaps in partnership with Pillar Leads, ensuring direct alignment between team...PartnershipFull time$259.35k - $288.16k
...Buildings - National Market Sector Leader (MSL)Applylocations: Empire... ...S&T sectors**, respected and trusted as a **seller-doer and market... ...*cultivate strategic teaming partnerships** that strengthen STV’s... ...forecasting through accurate **tracking of major opportunities in STV...PartnershipRemote workFlexible hours$175k
...re building here: Our Brand Partnerships business is early, and... ...DoorDash, Levi’s, Domino’s and more trust us to help them reach youth... ...era. Now, we’re looking for a leader to take the foundation we’ve... ...use of CRM for all activity tracking (email, followups, meetings,...PartnershipWork at officeMonday to FridayShift work- ...a culture built on openness, trust, and teamwork. Where your ideas... ...(MCC) is seeking a senior leader to serve as main focal and program... .... The role requires close partnership with the business, technology... ...Management Define and track KPIs to measure AI impact (e....Partnership
$250k - $300k
At Mott MacDonald, we trust our brilliant people to do brilliant... ...experienced North America Development Leader - Alternative Delivery to... ...the business for long-term partnerships. Represent the organization... ...and municipal agencies. Track record of leveraging senior-level...PartnershipContract workTemporary workFor contractorsLive in$135k - $230k
Team Leader - Equity Corporate Actions - M&A, IPO and Private Deals... ..., and News. We’ll trust you to: Lead & mentor a team... ...Ensure fit‑for‑purpose quality by tracking accuracy, timeliness, completeness... ...Evolve the data product in partnership with Product and Engineering—...PartnershipTemporary workFor contractorsWork experience placementWorldwide- ...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
$380k
...Analytics is a senior executive leader responsible for driving... ...cloud-enabled offerings. As a trusted advisor to C-suite executives... ...leadership roles ~ Proven track record building and scaling consulting... ...Experience growing partnerships with vendors such as Databricks...PartnershipLocal areaImmediate startFlexible hours$175k - $225k
...Firm: Join a rapidly expanding CPA practice with multiple office locations... ...tax experience across partnerships, corporations, and individual returns, with a proven track record of serving as a tax compliance... ...attention to detail. Servant Leader: A person of action who sets...PartnershipSummer workWork at officeRelocation packageFlexible hours2 days per week- A prominent consulting firm is looking for a detail-oriented Fiduciary Accountant to join their Estates and Trusts practice. Ideal candidates should have over 4 years of experience in fiduciary accountings and possess strong organizational and technology skills. Responsibilities...Flexible hours
- ...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...
- ...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...
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