The Estates & Trusts Department provides independent, objective advice to clients allowing them to protect their assets and meet their goals.  With a comprehensive understanding of evolving tax regulations and the obligations of trusts and estates, we recommend planning options to supplement or improve a client’s estate planning, understand the effect on beneficiaries, and keep our clients in compliance.

If you’re interested in a rewarding and exciting career with the Wright Ford Young & Co. family, contact us at careers@cpa-wfy.com or directly contact the following individual for consideration of an estates & trusts position with our Firm:

Estates and Trusts Department
Marisa Alvarado
malvarado@cpa-wfy.com

Open Positions

Estates & Trusts Senior Manager

Job description coming soon

Estates and Trusts Supervisor

Job description coming soon

Estates & Trusts Manager

Job description coming soon

Estates & Trusts Tax Staff

Wright Ford Young & Co. is seeking talented individuals with excellent personal and analytical skills for a full-time staff position in the Estates & Trusts group of our tax department.

Job responsibilities: In this position you will gain a thorough knowledge of federal and multi-state income, estate, and gift tax returns for high net worth individuals and their families as well as returns for Not-for-profit entities and some business returns.  Additionally, you will assist with client correspondence, research projects and drafting letters for various governmental agencies.

Job requirements:

  • Bachelor’s or Master’s degree in Business, Accounting, Taxation, or a related field
  • Ability to work both as part of a team and independently
  • Excellent verbal and written communication skills (Bilingual is a plus)
  • Strong analytical skills

Benefits:

  • Competitive compensation
  • Paid vacation and holidays
  • Participation in our retirement plan
  • Medical, Dental, and Vision Insurance
  • Group Term Life Insurance
  • FSA and/or HSA