What are the responsibilities and job description for the PARTNER, TRUSTS AND ESTATES position at Vale Group?
Be sure to follow our LinkedIn company page for the latest updates on all our open jobs!
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
Client Advisory
Practice Development
Team Leadership and Development
If this sounds like you or someone you know, click Apply or share the job today!
LI-ONSITE
INDLP
Salary : $155,000 - $220,000
