Trust and Estates Tax Principal/Partner
2 weeks ago
Seeking a motivated and enthusiastic professional to join our tax team as a Trust and Estates Tax Principal/Partner.
The law firm offers in a unique, highly collaborative environment and as tax Principal/Partner you will interact with colleagues at all levels, manage client relationships, manage client relationships, present at internal seminars, and support the tax partners in practice development.
Job Responsibilities
- Developing effective income and estate tax planning techniques using partnerships and LLCs, charitable trusts, generation skipping trusts, and other wealth preservation strategies.
- Reviewing complex trust, gift, estate, and individual tax returns.
- Analyzing and updating estate plans, including reviewing wills and trust instruments.
- Identifying potential liquidity problems at death caused by federal and state estate taxes, probate and administration costs, cash bequests, and funds needed to continue operating family businesses.
- Planning for assets with unique tax attributes, such as life insurance and retirement plan benefits.
- Reviewing trust structures to minimize the federal and state income tax exposure between the trusts and their beneficiaries.
- Managing all aspects of client accounts and fostering client relationships.
- Dealing directly with the client's attorneys, investment advisors, taxing authority agents, and other professionals.
- Conducting internal training courses or seminars on technical tax subjects.
- Providing overall leadership, supervision, training, and performance feedback to staff.
Qualifications
- CPA, MS in Taxation, and/or JD, LLM preferred
- 8+ years of relevant tax experience including knowledge of taxation codes and regulations
- · Proficient knowledge of estate, gift, and trust tax returns, and fiduciary accountings
- Ability to supervise in a team environment
- Excellent written and verbal communication skills
- Working knowledge of CCH a plus
All resume submissions are completely confidential, if you'd like to learn more about this opportuntiy, please feel free to email me at
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