View Our Website View All Jobs

Senior Manager-Leader of Estates and Fiduciary Services

At Berntson Porter, our mission is to assist our clients in identifying, clarifying, and achieving their goals. We’re passionate about creating an environment where people love what they do, and we bring together energetic and entrepreneurially-minded individuals to build community relationships.

Berntson Porter has been recognized each of the past five years as one of the “Best Accounting Firms to Work For,” by Accounting Today. In 2016, Inside Public Accounting recognized us as one of the “Top 200 Firms” as well as one of 2015's “Best of the Best Firms.” We accomplish this by caring about our clients’ families and companies as if they were our own. 

BP offers a robust benefits package consisting of a competitive salary, full benefits, ranging from medical, dental and vision to profit sharing, and a 401k package. We are looking for bright, personable professionals with a commitment to quality and expertise, and a desire for growth and development in a dynamic CPA firm.

Job Summary:

This role will manage and grow our Estates & Fiduciary Services group by developing client and referral relationships, while providing superior client service. As a leader, this role will be responsible for managing and mentoring the members of the department.

We are looking for:

  • 6 years of experience
  • Hands on management experience
  • Proficiency in Estates, Trusts, and Gifts
  • Experience with serving high net worth individuals, family groups and their closely-held entities
  • Ability to think beyond accounting and understand client issues and goals
  • Strong written and verbal communication skills
  • Desire to work with team to expand services to existing clients and develop new business relationships
  • Must be a licensed CPA or attorney with current experience in public practice

At this time, we are only considering candidates who are able to work without employer sponsorship. Only those candidates whose experience best meets our requirements will be contacted.

Read More

Apply for this position

Apply with Indeed
Attach resume as .pdf, .doc, or .docx (limit 2MB) or Paste resume

Paste your resume here or Attach resume file