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Leader of Estates and Fiduciary Services Senior Manager

Bellevue, Washington

Job ID: 55685 Industry: Executive

Leader of Estates and Fiduciary Services   Senior Manager

This is a direct hire opportunity through Opti Staffing

Our firm 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.

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 bright, personable professionals with a commitment to quality and expertise, and a desire for growth and development in a dynamic CPA firm.  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.


We want to hear from you if you have the following experience:


6 years of experience

Hands on management experience is a must

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.


Competitive salary 90k plus

Medical, dental and vision

  Profit sharing

401k package

Michelle Kovacich

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