CPA - HNW, Trust and Estates
CPA - Trust and Estates Position Overview We are seeking a skilled CPA with expertise in Trust and Estates to join our financial services team. The ideal candidate will provide comprehensive accounting and tax services to high net-worth clients, ensuring compliance with regulatory standards and delivering exceptional client management.
Key Responsibilities
- Prepare and review tax returns for trusts and estates
- Provide estate planning advice to clients
- Oversee trust administration and compliance with legal requirements
- Conduct financial reporting and analysis for trusts and estates
- Assist in auditing services for estate-related financial statements
- Manage client relationships and provide strategic financial guidance
- Stay updated on regulatory changes affecting trusts and estates
- Identify and mitigate financial risks for clients
- Collaborate with legal teams on estate planning initiatives
- Support wealth management strategies for high net-worth individuals
Qualifications
- Certified Public Accountant (CPA) license
- Bachelor's degree in Accounting, Finance, or related field
- 5+ years of experience in trust and estate accounting
- Strong knowledge of taxation and estate planning laws
- Experience with trust administration and compliance
- Proficient in financial reporting and analysis
- Excellent client management and communication skills
- Ability to manage multiple projects and deadlines
- Detail-oriented with strong analytical skills
- Knowledge of regulatory requirements for trusts and estates
Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and retirement benefits.
- Professional development opportunities and support for continuing education.
- Bonus
- Medical, Dental, Vision, 401k and more
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Kenny Greene - Lead Recruiter For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. This job was first posted by CyberCoders on 09/17/2025 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements. Apply tot his job Apply To this Job