Trust and Estates Tax Principal/Partner

2 weeks ago


Philadelphia, Pennsylvania, United States gpac Full time

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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