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.
Responsibilities
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
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
Position Details Position: CPA – Estate & Trust (Partnership Level)
Location: Bergen County, NJ
Salary Range: $175000 – $220,000 PLUS (Depending on Experience)
Equity/Partnership potential: Potential for equity/partnership and long-term growth for the right candidate
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Responsibilities
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
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
Position Details Position: CPA – Estate & Trust (Partnership Level)
Location: Bergen County, NJ
Salary Range: $175000 – $220,000 PLUS (Depending on Experience)
Equity/Partnership potential: Potential for equity/partnership and long-term growth for the right candidate
#J-18808-Ljbffr