Accounting, Annuities, Capacity Strategy, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Detail Oriented, Fiduciary, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), Investment Analysis, Investment Funds, Leadership, Legal Support Skills, Organizational Skills, Problem Solving Skills, Public Accounting, Quality Control, Spreadsheets, Statements on Auditing Standards (SAS), Tax Planning, Tax Regulations, Tax Software, Trial Balances
Position: CPA – Estate and Trust (Partnership Level)
Montgomery, NY
Salary Range: $175000 – $220,000+
Potential for equity/partnership and long-term growth for the right candidate
Overview:
A dynamic, multi-location public accounting firm in the Tri-State area is seeking a highly experienced CPA with deep expertise in estate, trust, and tax matters. This opportunity is ideal for a professional ready to take over an established estate and trust client base and step into a partner-track leadership role. Senior level professional preferred. The ideal candidate is a strong communicator, technically adept, and capable of working directly with high- value clients in a consultative and strategic capacity. For the right individual, the potential for growth and
income is unlimited.
Key Qualifications:
- CPA license required; advanced degree in tax, law, or accounting preferred
- 5–10 years of experience in a public accounting firm, with a focus on trusts and estates
- Strong leadership and client-facing skills
- Highly organized, detail-oriented, and skilled in problem-solving
- Proficient in tax software, trial balance tools, spreadsheets, and research platforms
- Familiar with GAAP, FAS, SAS, GAAS, and general ledger structures
Responsibilities Include:
- Prepare and review estate and trust fiduciary accountings and related tax filings
- Lead fiduciary accounting services and coordinate with attorneys, courts, and fiduciaries
- Oversee general trust and estate administration, including distributions and recordkeeping
- Manage judicial and non-judicial accountings and participate in quality control reviews
- Advise on trustee and executor actions, including investment and funding analysis
- Compute trustee commissions, unitrust/annuity payments, and tax estimates
- Support the final settlement and closure of trusts and estates
- Interpret governing trust documents to ensure proper accounting allocations
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