Clevanoo LLC · 1 day ago
Certified Public Accountant
Montgomery, NJ
Full-time
Hybrid
Senior LevelClevanoo LLC is seeking a Certified Public Accountant to manage and review trust, estate, and high-net-worth individual tax engagements. The role involves providing advanced tax planning and strategic advisory services while serving as a trusted advisor to clients and mentoring staff on complex matters.
Staffing & Recruiting
Hiring Manager
Maithili K
Responsibilities
Manage and review trust, estate, and high-net-worth individual tax engagements
Provide advanced tax planning and strategic advisory services to clients and firm leadership
Serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries
Lead, mentor, and technically review staff on complex trust and estate matters
Develop, maintain, and expand long-term client relationships
Qualification
Required
Active CPA license required
Bachelor's degree in Accounting, Finance, or a related field
Extensive public accounting experience with specialization in trusts, estates, and high-net-worth taxation
Advanced technical expertise in estate planning strategies and tax-efficient wealth transfer
Strong working knowledge of fiduciary, estate, gift, and complex individual tax matters
Demonstrated ability to lead complex tax engagements and counsel clients on planning and compliance matters
Company
Clevanoo LLC
At Clevanoo LLC, we believe that great companies are built with great talent — and we make it our mission to connect them.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase