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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.

Client Advisory

• 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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