CPA Trust Estate Personal Tax Partnership Level

Job Description

Job Description

CPA – Trust, Estate & Personal Tax (Partnership-Level)

Location: Westchester County, NY

A dynamic, multi-location public accounting firm in the Tri-State area is seeking a highly experienced CPA to step into a key leadership role as a partner replacement. Reporting directly to the President, this individual will handle trust, estate, and personal tax engagements for a sophisticated client base. The ideal candidate will have exceptional technical expertise, leadership qualities, and the ability to manage client relationships with discretion and professionalism.

Qualifications:

• Active CPA license required
• Minimum 5-10 years of experience in public accounting
• Deep expertise in trust, estate, and personal tax
• Strong leadership and client advisory skills
• Excellent communication and interpersonal abilities

Key Responsibilities:

• Manage and review trust, estate, and high-net-worth individual tax returns
• Handle partnership tax filings and client advisory services
• Provide tax planning and strategic consultation to clients and partners
• Mentor and support staff on complex tax matters
• Maintain and expand long-term client relationships