CPA – Estate and Trust Partnership Level

A dynamic public accounting firm is seeking a highly experienced CPA to lead estate and trust client base and step into a partner-track leadership role.

Requirements

• 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

Benefits

• Potential for equity/partnership and long-term growth for the right candidate