Tax Partner, Trust
4 weeks ago
At Sax LLP, we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking 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. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career
We are actively seeking a Tax Partner with Trust & Estate experience to join our growing firm
RESPONSIBILITIES INCLUDE:
- Lead the Estate and Trust practice of the Firm
- Develop, supervise and mentor members of the Estate and Trust team
- Expanding the Estate Planning practice both internally and externally
- 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
- Bachelor's or Master's degree in Accounting or related field required
- JD; CPA or Law Degree
- Minimum 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;
- Technical expertise in relevant areas
- Ability to provide seamless, integrated services to clients
- Excellent written and verbal communication skills
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
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