What are the responsibilities and job description for the CPA – Estate and Trust Partnership Level position at VisionsHR?
Position: CPA – Estate & Trust (Partnership Level)
Location: Bergen County, NJ
Salary Range: $175000 – $220,000 PLUS (Depending on Experience)
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
Salary : $175,000 - $220,000