Tax Partner

3 weeks ago


New York, United States Tandym Group Full time

A professional services firm in New York City is actively seeking an experienced Tax professional to join their staff as a Tax Partner and focus on Trusts / Estates. In this role, the Tax Partner will be responsible for focusing on trust formation, succession planning, and other wealth transfer strategies.

Responsibilities:

The Tax Partner will be responsible for:

  • Assistance with development of long term and short term objectives
  • Reviewing existing multi-generational wealth transfer strategies
  • Financial modeling of alternative strategies
  • Action planning to implement changes
  • Performing other duties, as needed

Qualifications:

  • 10+ years of recent or current CPA Firm or Family Office experience
  • Bachelors Degree in Accounting
  • CPA
  • Experience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance services
  • Extensive knowledge of multiple Tax functions
  • Microsoft Excel proficient
  • Solid analytical, mathematical, and research skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized

Desired Skills:

  • Experience with Business Development


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