Tax Director
3 weeks ago
The firm seeks a Senior Manager/Director with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client’s other financial advisors, and fostering strong client relationships. The Senior Manager/Director plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
Locations- New York, NY, Uniondale, NY
RESPONSIBILITIES:
- Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
- Build and maintain strong relationships with high-net-worth clients and their families.
- Understand clients' financial goals, objectives, and family dynamics.
- Provide expert advice on trust and estate planning strategies tailored to individual client needs.
- Provide guidance, training, and support to team members.
- Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals.
- Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
- Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
- Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
- Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
- Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
- Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
- Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
- Work with legal counsel to resolve disputes and challenges related to trusts and estates.
QUALIFICATIONS:
Education:
- Bachelor’s degree in law, accounting, finance, or related field.
- A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is a big plus.
Experience:
- 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
- Strong knowledge of trust and estate laws, tax laws, and regulations.
- Excellent leadership and team management skills.
- Exceptional communication and interpersonal skills for building and maintaining client relationships.
- Detail-oriented with a high level of accuracy in work.
- Ability to analyze complex financial situations and develop customized solutions.
- Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.
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