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Tax Partner, Trust and Estates

3 months ago

ParsippanyTroy Hills Twp, United States Creative Financial Staffing Full time

Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. They are dedicated to providing an environment that offers growth, stability and advancement opportunities.

About the firm:

  • A leading accounting firm specializing in tax and advisory services
  • Collaborative and growth-oriented environment
  • Diverse client base, ranging from individuals to large corporations
  • Opportunity to provide comprehensive tax solutions
  • Commitment to work-life balance

Responsibilities of the Tax Partner would include:

  • Be a leader within the Private Client Service / Estate and Trust practice of the Firm
  • Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
  • Coordinating tax compliance and planning responsibilities for our multistate environment
  • Maintaining visibility in the Estate and Trust community
  • Maintaining existing business relationships and cultivating new ones
  • Maintaining relationships with and advise clients in Estate and Trust matters
  • Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax

Requirements:

  • Bachelor's or Master's degree in Accounting or related field required; CPA or EA, preferably
  • Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm
  • Significant experience providing complex gift and estate planning strategies to high net worth clients
  • Significant experience in working with estate tax, gift tax and fiduciary tax returns;