What are the responsibilities and job description for the CPA – Trust, Estate position at Clevanoo LLC?
CPA – Trust, Estate & Personal Tax
Location: Bergen County, NJ or Westchester County NY
Full Time
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