Job Description

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

Job Tags

Full time

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