What are the responsibilities and job description for the Partner, Trusts And Estates position at Frey Consulting Group?
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Vale Group has partnered with a growing regional Accounting firm with deep roots in the OC for over 100 years, who is actively searching for an experienced Estate and Trust Partner for an opportunity paying $155,000 - $220,000 annually, based on experience. This role is ideal for someone with a strong background in Trust services, fiduciary income tax returns, estate tax, estate planning, and proven experience in Trust & Estate. If you're ready to take your career to the next level in a dynamic and collaborative environment, this could be the perfect opportunity for you.
Benefits of the Partner role include : Excellent career growth opportunities, Competitive base salary with performance-based bonuses. Equity partnership opportunities. Comprehensive benefits, including medical, dental, vision, 401(k), and profit-sharing.
Requirements of the Partner :
- CPA or JD required; additional certifications like CFP, CFA, or LLM in Taxation preferred.
- Minimum of 10 years of experience in trust and estate planning, tax compliance, and advisory services.
- Proven leadership experience in a public accounting firm or equivalent professional setting.
- Strong technical knowledge of estate, gift, and trust tax laws.
- Exceptional client relationship management and business development skills.
- Strong interpersonal, organizational, and leadership capabilities.
Responsibilities of the Partner :
Leadership and Strategy
Practice Development
Team Leadership and Development
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Salary : $155,000 - $220,000
