Tax Director- Estate Gift and Trust

1 month ago

East Hanover, United States Tandym Group Full time

A professional services firm in New York City is currently seeking an experienced Tax Director to join their staff and focus on Estate Gift & Trust (Private Client Services).

Responsibilities:

The Tax Director will:

  • Conduct post-mortem planning, including use of disclaimers, redemption of shares of closely-held businesses, and allocation of generation-skipping transfer tax exemption
  • Work with Attorneys, Executors and Beneficiaries to minimize estate tax and income tax
  • Develop and design of estate plans to reduce estate and/or gift tax and maximize family wealth
  • Develop family gift giving programs and preparation of applicable federal and state gift tax returns
  • Create and implement business succession plans
  • Design and implement charitable giving strategies to minimize estate, gift and income tax
  • Plan for Individual Retirement Account (IRA) and qualified plan distributions to maximize family wealth and minimize taxes
  • Assist clients in identifying long-term care needs and implementing solutions
  • Review judicial and non-judicial fiduciary accountings for trusts and estates
  • Review federal estate tax returns and applicable state inheritance/estate tax returns
  • Review Federal and State gift tax returns
  • Review Federal and State fiduciary income tax returns including income tax planning to minimize taxes.
  • Review Federal and State Charitable Trust Information returns
Qualifications:
  • 10+ years of Tax-related experience and/or in a similar role
  • Bachelor's Degree in Accounting, Finance, and/or Taxation
  • Prior experience managing engagements and clients
  • Microsoft Excel proficient
  • Ability to work independently, but also work well with others
Desired Skills:
  • 5+ years of experience in a Supervisory role
  • Master's Degree in Taxation
  • Ability to review individual tax returns

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