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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>

Donna Cornell Enterprises, Inc.

CPA Trust Estate and Tax Partner

Accounting

Certified Public Accountant (CPA)

Customer Relations

Customer Support/Service

Estate Planning

Fiduciary

Finance

High Net Worth

Leadership

Mentoring

Performance Reviews

Public Accounting

Strategic Planning

Tax Planning

Technical Leadership

Technical Strategy

Recruiteze

FULL_TIME

FEED

YEAR

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. The ideal candidate is a strong communicator, technically adept, and capable of working directly with high- value clients in a consultative and strategic capacity.

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:<ul><li>CPA license required; advanced degree in tax, law, or accounting preferred</li><li>5–10 years of experience in a public accounting firm, with a focus on trusts and estates</li><li>Strong leadership and client-facing skills</li><li>Highly organized, detail-oriented, and skilled in problem-solving</li><li>Proficient in tax software, trial balance tools, spreadsheets, and research platforms</li><li>Familiar with GAAP, FAS, SAS, GAAS, and general ledger structures</li></ul>Responsibilities Include:<ul><li>Prepare and review estate and trust fiduciary accountings and related tax filings</li><li>Lead fiduciary accounting services and coordinate with attorneys, courts, and fiduciaries</li><li>Oversee general trust and estate administration, including distributions and recordkeeping</li><li>Manage judicial and non-judicial accountings and participate in quality control reviews</li><li>Advise on trustee and executor actions, including investment and funding analysis</li><li>Compute trustee commissions, unitrust/annuity payments, and tax estimates</li><li>Support the final settlement and closure of trusts and estates</li><li>Interpret governing trust documents to ensure proper accounting allocations</li></ul>Powered by JazzHR

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

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