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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 Develop and implement strategies to grow the trust and estate division's client base and revenue.Serve as a trusted advisor to high-net-worth clients, families, and fiduciaries.Collaborate with other practice areas to deliver integrated tax, estate, and financial planning services.Advise clients on complex estate, gift, and trust tax issues, including multi-generational wealth transfers and philanthropic strategies.Provide technical expertise in federal and state tax laws affecting trusts and estates.Develop estate plans to minimize tax liabilities and optimize wealth preservation.Practice Development Lead client acquisition initiatives through networking, seminars, and speaking engagements.Build and maintain relationships with attorneys, financial advisors, and other referral sources.Identify market trends and opportunities to expand the division's offerings.Team Leadership and Development Manage, mentor, and develop a team of tax professionals specializing in trusts and estates.Foster a culture of continuous learning and excellence within the division.Oversee workload allocation and ensure compliance with deadlines and quality standards.If this sounds like you or someone you know, click Apply or share the job today!
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