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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+. 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.

CPA – Trust, Estate & Tax PartnerLocation: Montgomery, NYA 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: <ul><li>Active CPA license required</li><li>Bachelor’s degree in Accounting, Finance, or a related field</li><li>Extensive public accounting experience with specialization in trusts, estates, and high-net-worth taxation</li><li>Advanced technical expertise in estate planning strategies and tax-efficient wealth transfer</li><li>Strong working knowledge of fiduciary, estate, gift, and complex individual tax matters</li><li>Demonstrated ability to lead complex tax engagements and counsel clients on planning and compliance matters</li></ul>Key Responsibilities:<ul><li>Manage and review trust, estate, and high-net-worth individual tax engagements</li><li>Provide advanced tax planning and strategic advisory services to clients and firm leadership</li><li>Serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries</li><li>Lead, mentor, and technically review staff on complex trust and estate matters</li><li>Develop, maintain, and expand long-term client relationships</li></ul>

Tax Jobs in Ferndale, NY

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Tax Jobs in Ferndale, NY

CPA Trust Estate and Tax Partner Donna Cornell Enterprises, Inc.

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