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Trust/Estate Planning Consultant

Buffalo, NY
June 30, 2020


StaffBuffalo is actively working with one of our growing clients located in the Northtowns to hire a Trust/Estate Planning Consultant, paying $70,000 - $80,000/year, depending on experience. This is a great opportunity to join a fantastic company that is open to flexible schedules to accommodate individual needs, promotes career growth, and offers a welcoming and friendly corporate culture to ensure a pleasant and productive work environment.

This Trust/Estate Planning Consultant will be responsible for preparing Trust and Estate Tax Returns, staying up to date on Tax Codes and Regulations, reviewing professional Staff Accountants work, and reporting directly to Partners. This Trust/Estate Planning Consultant will be working in a dynamic accounting group with CPAs and will be able to work directly with Clients to Manage the entire process from start to finish. If you’re a sharp and motivated candidate who thrives in an environment with opportunity for growth, this could be the right fit for you!

Required Qualifications:

3 - 5 years of Tax/Estate Planning experience

Certified Public Accountant (CPA)

Excellent written and verbal communication skills

Strong analytical and problem-solving skills

Detail oriented, with the ability to multitask


Bachelor’s Degree in Accounting or related field