CPA Trust Estate Personal Tax Partnership Level Job at Donna Cornell Enterprises, Inc., Westchester County, NY

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  • Donna Cornell Enterprises, Inc.
  • Westchester County, NY

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

Job Tags

Full time,

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