Tax Director - Trusts and Estate

Salary: $180000 - 210000/year - bonus equity benefits.

The Tax Director – Trusts & Estates will lead our firm’s fiduciary and estate tax practice overseeing the delivery of complex tax compliance and planning engagements for trusts estates and high-net-worth individuals. This leader will serve as a key technical resource mentor team members and work directly with clients attorneys and financial advisors to provide strategic estate and wealth transfer planning solutions.

Responsibilities

• Oversee the preparation and review of fiduciary (Form 1041) estate (Form 706) gift (Form 709) and related individual income tax returns.

• Provide strategic estate gift and trust tax planning including wealth transfer charitable giving and generational planning.

• Partner with attorneys financial advisors and family offices to implement integrated tax and estate strategies.

• Manage client relationships ensuring exceptional service timely communication and proactive tax insights.

• Supervise and mentor staff and managers fostering professional growth and technical development.

• Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly.

• Contribute to business development by expanding existing client relationships and assisting with new client proposals.

• Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space.

Requirements

• CPA license required

• 10+ years of progressive experience in public accounting or a trust/wealth management environment with a strong focus on trust and estate taxation.

• Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment.

• Strong leadership mentoring and team development skills.

• Excellent communication skills with the ability to explain complex tax concepts clearly to clients and staff.

• Commitment to maintaining the highest standards of ethics professionalism and client confidentiality.

$180000 - $210000 a year